Partner Operations Data Analyst

• Maintain partner attribution logic, data quality, and cross-system reconciliation across Salesforce and other partner systems
• Validate partner opportunity data and deal registrations against the partner portal
• Build visibility into partner health, pipeline health, and bookings results
• Design and execute structured data cleanup across Salesforce and the partner portal
• Partner with Systems on field-level access governance
• Define, document, and annually review partner active/inactive status logic
• Maintain the partner data dictionary and definitions documentation
• Keep a traceable change log for record updates
• Design partner-data flows into Salesforce as the single source of truth
• Help build AI-assisted dashboards and forecasting support using tools such as Claude
• Steward data quality and structure for AI and forecasting initiatives
• Validate partner commissions, payouts, rebates, and tier requirements
• Deliver quarterly tier-progression reports
• Support recurring PAM, regional performance, and forecasting reporting
• Identify data issues proactively and drive structured UAT for reporting and dashboard enhancements
• Partner with cross-functional project owners on data cleanup and reporting workstreams
• Collaborate on partner portal and Crossbeam data issues, outputs, and configuration decisions
• Support territory and account assignment updates
• Provide input on partner portal data exposure and change requests
• Align with data governance and Finance teams on data policies and processes
• Serve as a point of contact for PAM and Regional Partner leadership data questions

• Minimum of 3 years in partner operations, channel operations, revenue operations, or sales operations, with hands-on Salesforce experience
• Deep, hands-on expertise working with data, including cleaning and structuring large, messy datasets and building reports and models
• Experience in a SaaS environment
• Strong Excel or Google Sheet skills and comfort reconciling and validating data across multiple systems
• Excellent attention to detail and a bias toward flagging issues before they compound
• Comfortable proposing and shaping data governance standards with Partner Programs leadership and the Systems team
• Genuine excitement about using AI tools, including Claude
• Comfortable mapping data across Salesforce, the partner portal, and Crossbeam
• Strong cross-functional communication skills
• Experience with partner or channel programs such as tiering, deal registration, or MDF is a plus, not a requirement
• Comfort untangling attribution across marketing, MDF, and referral sources
• Experience handling financially sensitive data such as commissions or payouts is a plus

• Fully paid Health & Life insurance for full-time employees and family members
• Monthly stipend to support your work and productivity
• 12 days paid Vacation + Flexible Time Away Program
• 20 weeks fully paid Maternity Leave
• 12 weeks fully paid Paternity/Adoption Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to LinkedIn Learning online courses
• Company Funded Perks including a counseling membership and your own personal Smartsheet account
• Teleworking options from any registered location in Costa Rica (role specific)