Partner Advisor Manager

Responsibilities

• 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.

Requirements

• Bachelor’s degree in business management, economics, or other related field with a minimum of 8+ years of professional work experience including 6+ years of experience working 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.
• Prominent ability to identify future business opportunities and mitigate compliance risks.

Preferred Qualifications

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