• Maintain and update Salesforce records, including opportunities, partnership stages, pipeline data, and client inputs to ensure accuracy and visibility • Capture, track, and analyze key financial and sales metrics to support forecasting, pipeline reporting, and sales outcomes • Support partner onboarding workflows, coordinating tasks, documenting milestones, and tracking progress across internal stakeholders • Prepare and deliver reports, dashboards, and summaries that help sales leadership identify trends and opportunities • Join client and partner calls alongside senior team members to take detailed notes, follow up on action items, and enhance relationship continuity • Help develop and maintain partnership documentation, contact lists, integration timelines, and deliverable trackers • Collaborate with Marketing, Product, and Operations to ensure alignment on go-to-market materials, partner requirements, and onboarding communications • Assist with ad-hoc sales operations and process improvements that drive team efficiency and partner success