Operations Analyst responsible for analyzing compliance issues within Bank of America. Focused on OFAC alerts, routine analytics, and client support in financial services.
About the role
- Channel Operations Lead at CloudTalk managing partner-centric channel program for AI-powered business communication platform. Full ownership of systems, processes, and reporting to drive revenue.
Responsibilities
- Take ownership of our existing Partner Relationship Management (PRM) platform and related tools: ensure they’re optimized, up-to-date, and supporting the team’s needs at every step.
- Build, document, and continuously refine scalable workflows for onboarding, enablement, deal registration, MDF/co-marketing, and commission processes.
- Launch, manage, and maintain playbooks, training, and enablement assets to accelerate partner ramp-up and success.
- Own the Market Development Fund (MDF) process: handle application, approval, tracking, and ROI analysis.
- Act as the connector between Channel, RevOps, Sales, and Marketing—proactively identifying and solving operational bottlenecks.
- Define and manage the key metrics and KPIs that track program and partner performance; focus on data selection, tracking, and actionable insights, not just dashboard setup.
- Find friction points and lead operational projects to improve the partner experience, scale what works, and keep the program running at peak performance.
Requirements
- 3+ years in channel, partner, or revenue operations, ideally in SaaS or tech
- Experience building and scaling channel programs, owning processes, tooling, and program tracking
- Skilled in managing PRM, CRM, and sales/enablement tools (admin-level ownership, optimization, troubleshooting)
- Strong with data: defining key metrics, tracking/reporting, and generating actionable insights
- Direct experience running MDF/co-marketing or similar partner incentive programs
- Built and managed enablement programs, training resources, and partner communications
- Relentless about building, refining, and documenting repeatable workflows
- High autonomy: comfortable making decisions, moving fast, and owning outcomes
- Clear, proactive, and concise with cross-functional teams and partners
Benefits
- Unlimited Paid Time Off
- Volunteering Days
- Flexible working hours
- MacBook for work
- 1-1 Coaching sessions with our resident communications advisor
- Leaders Academy & Learning and Development Budget
- Referral bonuses
- Virtual & physical team buildings
- Company merchandise
- Recharge Fridays once per quarter
- Fitness Allowance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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