Partner Operations Specialist
Listed on 2026-06-20
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IT/Tech
CRM System, Business Systems/ Tech Analyst -
Business
CRM System, Business Systems/ Tech Analyst
Your Impact
- Improve deal velocity and partner experience
- Strengthen opportunity and pipeline data integrity
- Identify root causes of recurring operational issues
- Drive continuous improvement across partner‑facing processes and systems
- Own and manage the Deal Registration process for the Americas, including review, approval, extension requests, and escalations in alignment with program policies and service‑level expectations.
- Triage and resolve partner and internal requests accurately and within defined time‑lines.
- Support complex deal scenarios by collaborating with the Commercial Desk and other stakeholders to ensure compliant and timely execution.
- Serve as first‑line operational support for partners across deal execution, order submission, and Salesforce‑related process or system issues.
- Diagnose and resolve order and system blockers that delay deal submission or booking, escalating when appropriate.
- Administer deal‑related contractual artifacts and guide partners through required operational steps.
- Actively identify process gaps, inefficiencies, and recurring issues affecting partners, Partner Managers, and internal teams.
- Perform data analysis within Salesforce and related tools to surface trends, data quality issues, and operational insights.
- Proactively maintain and improve the accuracy, completeness, and integrity of opportunity data to support forecasting, reporting, and operational analytics.
- Develop and recommend process, policy, or system enhancements that reduce friction, improve scalability, and enable self‑service where possible.
- Partner with cross‑functional teams (Sales Ops, Enablement, IT, Commercial Desk) to implement improvements and support change adoption.
- Strong analytical and problem‑solving skills with the ability to identify root causes and propose practical, scalable solutions.
- Highly organized and detail‑oriented, with the ability to manage multiple priorities in a fast‑paced environment.
- Proactive, self‑motivated individual who takes ownership and drives continuous improvement.
- Clear, professional communicator with strong interpersonal and cross‑functional collaboration skills.
- Customer‑ and partner‑centric mindset with a strong operational excellence orientation.
- Experience working in Salesforce, including opportunity data management and reporting.
- Strong proficiency in Microsoft Excel and other Microsoft Office tools; comfortable working with operational data.
- Experience supporting channel or partner ecosystems preferred.
- Familiarity with SaaS or software business models preferred.
- 3+ years of experience in an operations, analytics, or customer‑facing support role within a software or SaaS environment; channel experience preferred.
- Bachelor’s degree or equivalent experience.
- Prior experience working with sales teams or supporting revenue‑generating processes.
Salary range: $70,000 - $80,000 annually, plus potential performance‑based bonus. Employees may be eligible for equity programs, medical, dental, and vision insurance, paid time off, 401(k) with employer match, flexible spending accounts, commuter subsidy, and other benefits as per the PTC policy.
Equal Opportunity EmployerPTC is a proud Equal Opportunity Employer and welcomes applicants from all backgrounds, respecting all identities, cultures, and perspectives. We do not discriminate based on race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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