Partner Operations Data Analyst

New
S
SmartsheetSaaS
This role is eligible for remote work within Costa Rica. You must reside in Costa Rica.Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
Minimum of 3 years in partner operations, channel operations, revenue operations, or sales operations
Required Skills
SalesforceMicrosoft ExcelGoogle Sheets

Requirements

  • Have a minimum of 3 years in partner operations, channel operations, revenue operations, or sales operations.
  • Have hands-on Salesforce experience.
  • Bring deep, hands-on experience cleaning and structuring large, messy datasets and building reports and models.
  • Have experience in a SaaS environment and familiarity with CRM-driven pipeline, multi-tier partner segmentation, and usage-based metrics.
  • Have strong Excel or Google Sheets skills.
  • Be comfortable reconciling and validating data across multiple systems.
  • Demonstrate strong attention to detail and proactively flag data issues.
  • Be comfortable proposing and shaping data governance standards with Partner Programs leadership and the Systems team.
  • Be comfortable mapping data flows across Salesforce, the partner portal, and Crossbeam.
  • Have strong cross-functional communication skills for working with Systems, Finance, and Regional Partner leadership.

Responsibilities

  • Maintain partner attribution logic, data quality, and cross-system reconciliation across Salesforce and other partner systems.
  • Validate partner opportunity and deal registration data, reconciling Salesforce records against the partner portal.
  • Design and execute data cleanup and governance for Salesforce and partner portal records, and maintain partner data definitions and change logs.
  • Partner with the Systems team to manage field-level access governance and design partner data flows into Salesforce.
  • Support AI-enabled dashboards and forecasting by stewarding the quality and structure of partner data.
  • Validate partner commissions, payouts, rebates, and tier assignments, coordinating with Finance and Partner leadership.
  • Maintain recurring partner performance and forecasting reporting, identify data issues, and conduct UAT for reporting and dashboard enhancements.
  • Collaborate with the Partner Systems lead on partner portal and Crossbeam data, and support accurate territory and account updates.
  • Answer data questions from PAMs and Regional Partner leadership, escalating policy-level questions to Partner Programs leadership.
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