Partner Advisor Manager

Position Overview

The Partner Advisor Manager role is crucial in overseeing and enhancing partner advisor management within Enfin’s Operations team. This role will enable outstanding B2B customer service by leading department projects and initiatives. It is a high‑visibility role on a fast‑growing team with an opportunity to support and contribute to the business’s operations and build a foundation for the business to rapidly scale.

The position will be based out of one of our offices in Irvine, CA;
San Francisco, CA;
Santa Clara, CA or Teaneck, NJ, with a potential in‑office schedule set at the direct manager’s discretion in accordance with company policies and procedures. Remote work may be considered for exceptional cases.

• Manage a growing team of sales operations professionals, including leading onboarding/training initiatives, performance reviews, and overall team alignment.
• Supervise, build, and maintain processes that increase productivity and remove bottlenecks.
• Ensure data integrity to help drive insights.
• Manage the partner complaint management process through intake, triage, escalation, follow‑up, reporting, quality assurance, and review.
• Produce compliance reports as needed.
• Communicate change, drive training, share resources, and build relationships that enable partner success by staying tuned‑in and driven by customer needs, industry trends, and current events.
• Collaborate cross‑departmentally to resolve issues and improve processes.
• Maintain the sales partner rewards program.
• Analyze partner risk during onboarding and monitor risk throughout the partnership.
• Oversee that all processes are within the Service Level Agreement.
• Maintain knowledge of the organization’s products, services, procedures, and policies.
• Evaluate business partner responses and recommend operational improvements.
• Drive automation where possible and understand its benefits in scaling a business.
• Ensure the continuity of the team in the face of various risks through documentation and planning.

• Bachelor’s degree in business management, economics, or other related field with a minimum of 8+ years of professional work experience including 6+ years in Sales Operations, Customer Service Operations, Account Management, Sales, or related role.
• Experience leading agile teams, preferably at a technology company.
• Demonstrated business acumen with an understanding of how people, processes, policy, and technology can drive efficiency and effectiveness.
• Advanced experience with CRM software and Microsoft Office.
• Excellent critical thinking, multitasking, and organizational skills.
• Exceptional verbal and written communication skills combined with the ability to explain complex concepts in a clear and simple way to management, colleagues, and external partners.
• Ability to manage competing priorities in a fast‑paced environment and proven ability to deliver commitments.
• Proficiency in analyzing budgets and preparing financial reports.
• Proven ability to identify future business opportunities and mitigate compliance risks.

• Renewable Energy, Lending/Finance, Construction, or related experience preferred.

Mobility:
Must be able to move around workspace comfortably.

Standing: 20% of time.

Sitting: 70% of time.

Walking: 10% of time.

Strength—Pulling, Pushing, Carrying, Lifting: up to 10 pounds.

Dexterity (F = Frequently, O = Occasionally, N = Never) – Typing: F;
Handling: F;
Reaching: F;
Agility (F = Frequently, O = Occasionally, N = Never) – Turning: F;
Twisting: F;
Bending: O;
Crouching: O;
Balancing: N;
Climbing: N;
Crawling: N;
Kneeling: N.

• This target salary range is for CA positions only and should not be interpreted as an offer of compensation.