Partner Operations Data Analyst

New
S
SmartsheetSaaS partner operations
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 ExcelSaaSGoogle 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 usable 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 and experience 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 Systems.
  • Be comfortable mapping data flows across Salesforce, the partner portal, and Crossbeam.
  • Have strong cross-functional communication skills and the ability to work with Systems, Finance, and Regional Partner leadership.
  • Experience with partner or channel programs, tiering, deal registration, or MDF is a plus.
  • Experience with attribution across marketing, MDF, and referral sources is a plus.
  • Experience handling financially sensitive data, such as commissions or payouts, is a plus.

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 against the partner portal.
  • Build and maintain visibility into partner health, pipeline health, and bookings results.
  • Clean and structure Salesforce and partner portal records, and help define and document data governance standards.
  • Maintain partner status logic, data dictionaries, definitions, and traceable change logs.
  • Partner with the Partner Systems lead to design partner data flows into Salesforce and support AI-assisted dashboards and forecasting.
  • Validate partner commissions, payouts, rebates, and tier requirements with Finance and partner leadership.
  • Support recurring performance and forecasting reports, identify data issues, and drive structured UAT for reporting and dashboard enhancements.
  • Collaborate on partner portal and Crossbeam data issues, territory updates, and partner data access or change requests.
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