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Role Description

The Partner Operations Specialist owns the detailed execution that powers partner setup, launch readiness, and the Lead → Application → Enrolled journey. This role ensures configurations are accurate, workflows function as intended, and cross-functional teams have clear visibility into operational status.

• Configuring and auditing Salesforce records
• Managing forms and field mappings
• QA’ing landing pages, email triggers, and automation workflows
• Supporting launch coordination and cross-team alignment
• Monitoring funnel movement and flagging operational risks
• Supporting partner relationships, communication and implementation

As you build context and credibility, you will be expected to:

• Identify recurring friction points
• Recommend structural improvements
• Contribute to process standardization
• Support scaling projects that reduce manual work and complexity

Success in this role means launches are predictable, data is trustworthy, cross-functional teams feel supported, and operational improvements ship consistently over time.

What You’ll Own

• Launch Execution & Operational Leadership:
  • Coordinate with partners to complete Launch milestones & source registration data
  • Configure and QA Salesforce partner and term setup
  • Validate application and registration workflows
  • QA landing pages, forms, and transactional emails
  • Manage launch readiness checklists and cross-functional signoff
  • Ensure partner requirements and configurations are reflected accurately in systems
  • Surface blockers early and clearly
  • Triage operational issues and route them appropriately
  • Support in-term deliverables and reporting inputs
• Lead → Application → Enrolled Workflow Oversight:
  • Monitor funnel dashboards and flag stalled movement or anomalies
  • Identify friction caused by configuration, eligibility rules, or workflow gaps
  • Partner closely with Partners to source and Data Operations to process registration and directory data dependencies
  • Support census confirmation and billing alignment from an operational setup perspective.
• Systems Ownership & Scalable Improvement:
  • Maintain Salesforce partner objects and term configurations
  • Update partner program details, contacts, and data-sharing structures
  • Perform QA on form logic, display rules, and automation workflows
  • Monitor integration tools and escalate issues appropriately
  • Maintain and refine documentation and SOPs
  • Liaise with University partners on implementation items.

Qualifications

• 2–4 years in Project management, operations, implementation, or systems support roles
• Strong working experience in Salesforce
• Experience working with internal cross functional emails and external clients
• Experience with basic data programs, form platforms, automation tools (e.g., Zapier, FormAssembly, Excel), and email platforms preferred
• Highly detail-oriented with strong QA instincts
• Demonstrated ability to identify process improvements, not just execute tasks
• Comfortable balancing structured operational work with problem-solving
• Clear written communicator who escalates with context
• Experience in higher education, edtech, or SaaS preferred

Who Thrives in This Role

• Take pride in clean data and well-structured systems
• Efficiently coordinate with internal and external stakeholders
• Catch inconsistencies before they become larger issues
• Stay calm during busy launch cycles
• See patterns in friction and think, “We can design this better.”
• Want to both execute reliably and help scale how a team operates
• This role is for someone who wants their hands in the details and their brain in the architecture.

Benefits

• 401k, Health, Vision and Dental insurance packages
• Short term disability insurance
• Unlimited Paid Time Off
• Discounted Wellhub Membership
• Access to 3 Mental Health Applications
• One Medical Membership
• 8 Company-Paid for Therapy Sessions
• Free access to upskill through our Global Experiential Programs
• Excellent Birthing and Bonding Leave policies
• Sleep coach for post-partum and infant coaching
• Student and Partner focused half days every First Friday of the month
• Extremely talented and intelligent co-workers
• A massive impact on universities and the lives of others, every single day