Partnership Operations at Dallas

Partnership Operations Location: Remote Duration: 8-month contract (potential to extend or convert based on performance) Client Office Location: Atlanta, GA Client Industry: FinTech About Our Client We are a FinTech company that specializes in creating tax and accounting software for both small and enterprise businesses. We have been consistently ranked within Fortune 500 and have won numerous best employer awards! Come join a culture of innovation and creativity in the financial software sector. *Even if you do not meet all of the requirements, we still urge you to apply! We are always searching for motivated individuals who are eager to contribute to our goals and align with our mission! Experience and Skills 8+ years of experience in program operations, partner management, or business operations roles-preferably in a B2B SaaS environment. Proven success in taking a new product to market and driving adoption, and designing and scaling operational workflows that support external partner ecosystems. Experience working with cross-functional teams (GTM Finance, Legal, Rev Rec, Product) and driving alignment in a matrixed environment. Data-driven decision-maker with a strong ability to analyze process efficiency and impact. Exceptional communication and organizational skills; ability to manage ambiguity and complexity with clarity. Familiarity with revenue operations, compliance, and lifecycle management best practices is highly desirable. Bonus: Experience taking a new product to market in multiple / international markets. Partner Lifecycle Management Design and manage the end-to-end partner journey (onboarding, active engagement, and offboarding) across both self-serve and managed models. Ensure accurate downstream system enablement (e.g., provisioning, billing, tier access). Partner with internal teams to enforce compliance policies and offboard partners no longer in good standing. Partner Tier & Benefits Management Develop and manage upgrade/downgrade mechanisms based on partner performance and engagement. Define operational processes to support tier eligibility assessments and transitions. Collaborate with GTM Finance, Marketing, and other teams to align tier benefits with partner goals and strategy. Access Fees & Operations Monitor and manage access fee exemptions and terms throughout the partner lifecycle. Support accurate revenue recognition and program compliance across commercial models. Partner Support & Communications Work across teams to help establish a Program Support Desk to triage partner inquiries and route technical/product issues to the right teams. Maintain a partner communications calendar and lead execution of technical, marketing, and program updates. Collaborate with SMEs and product teams to create and distribute clear, partner-friendly content. Operational Insights & Program Health Define, maintain, and report on program KPIs and health metrics. Monitor adoption and usage patterns to flag friction points and improvement areas. Track partner feedback and translate it into actionable improvements. Process Design, Automation & Scalability Identify and prioritize opportunities for automation and simplification of manual workflows (e.g., onboarding flows, exemption reviews). Design scalable operational models to support program evolution and partner growth. Serve as the connective tissue across systems, tools, and teams to ensure operational excellence and partner satisfaction. APPLY NOW! *Connect with your Catapult Recruiter: Kailyn Hartley, directly at [email protected] * Partner Operations | Partner Lifecycle Management | B2B SaaS | Go-to-Market (GTM) | Cross-functional Alignment | Scalability & Automation | Revenue Recognition (Rev Rec) | Compliance Enforcement | Program KPI Reporting | Operational Workflows