Description

ROLE:

The Partner Operations Lead is responsible for owning and scaling the operational backbone of the Company’s Partner and Account Management function. This role partners closely with leadership across Business Development and Account Management to build, optimize, and maintain the systems, workflows, and reporting infrastructure that power the Company’s partner ecosystem. This is not a coordination role; this position is accountable for creating and driving operational excellence across partner-related processes and systems.

RESPONSIBILITIES:

Embracing a fast-paced environment while engaging in meaningful customer interactions.Typical day-to-day responsibilities include:

• Build and manage partner onboarding workflows end-to-end, ensuring efficiency, accuracy, and scalability
• Ensure all partner information, deal structures, and deliverables are properly captured, documented, and executed
• Identify onboarding and operational bottlenecks and drive continuous improvement in speed and quality
• Own and maintain operational systems across Salesforce (CRM), Asana (project management), and Google Workspace / Microsoft Office tools
• Design, implement, and optimize workflows that improve team efficiency and reduce manual work
• Drive consistent adoption, usage, and discipline across systems within Business Development and Account Management teams
• Maintain high standards for CRM hygiene, data integrity, and system accuracy
• Build and manage reporting dashboards to provide leadership with visibility into partner performance and pipeline
• Track and analyze key operational metrics including pipeline activity, onboarding timelines, and partner performance signals
• Act as the operational bridge between Business Development, Account Management, and Leadership
• Ensure cross-functional handoffs are seamless, clearly defined, and consistently executed
• Drive accountability across teams for timelines, deliverables, and adherence to established processes
• Proactively identify operational gaps and implement solutions before they impact performance.

Who We Are: 

OUR MISSION

We aim to serve, advise, and support entrepreneurs every day. 

ABOUT US

Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way. 

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom. 

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses. 

We deliver expert guidance and exceptional service at every stage of the business journey. 

WHY YOU’LL LOVE WORKING HERE

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum.
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

BENEFITS & PERKS

• Competitive Compensation - Salary + performance based bonus
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks

Requirements

ACCOUNTABILITIES:

The Partner Operations Lead brings a strong foundation in operations, systems management, process optimization, and cross-functional execution within a fast-paced business environment. This role requires strong ownership, attention to detail, and the ability to build scalable systems that support partner growth and organizational efficiency.

• Demonstrate the ability to build, optimize, and maintain structured workflows, systems, and reporting frameworks
• Show a clear track record of increasing ownership, responsibility, and initiative across operations or revenue-focused functions
• Act as a highly effective cross-functional partner, driving alignment and execution across Business Development, Account Management, and Leadership
• Organize complex operational and performance data into clear, actionable insights for leadership
• Maintain a strong execution mindset with a focus on accuracy, accountability, and continuous improvement
• Deliver results in a fast-paced, evolving environment with multiple concurrent priorities
• Build scalable, repeatable systems and processes that support long-term growth
• Exercise sound judgment in identifying and escalating operational risks or system gaps

MINIMUM EDUCATION REQUIREMENTS:

• Bachelor’s degree in related field (required)

MINIMUM EXPERIENCE REQUIREMENTS:

• Strong computer skills; proficiency Google Suite, and assorted calendar applications
• Outstanding written and verbal communication skills
• 3 to 5 years of Account Management, Client Success, or Partner Management
• Track record of managing and growing high-value accounts
• Strong analytical skills with the ability to interpret data and drive decision
• Advanced proficiency in Excel (Pivot Tables, reporting, data analysis)

REQUIRED OUTSIDE TRAINING:

• None

PHYSICAL REQUIREMENTS:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. 

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development