Partner Operations Lead

Role Description

Safeguard Global is hiring a Partner Operations Lead to support our continued growth by defining and building the partner operating model. This is a builder role, not a support or reporting-only role. If you thrive on turning operational ambiguity into clean, scalable, and well-documented systems and can operate with ownership-level accountability, this role is for you.

• Build the Data Foundation:
  • Own the end-to-end partner data model in Crossbeam and Salesforce, defining lifecycle stages from partner outreach through lead, opportunity, and closed won.
  • Design how partner referrals, co-sell opportunities, outbound partner leads, and partner-sourced pipeline are captured and attributed.
  • Own the design and configuration of partner-related Salesforce objects, fields, automation, and validation rules, in close partnership with Sales Ops.
  • Audit existing partner data across systems, identify gaps, and establish durable data standards from the ground up.
• Create a Single Source of Truth:
  • Build and maintain a centralized, trusted view of partner activity across systems (Salesforce, Crossbeam, PRM, Airtable, and other relevant partner tools).
  • Standardize key partner fields including activity, ownership, stage, SLAs, and follow-up expectations.
  • Own partner data and co-sell tooling strategy, ensuring tools are configured and optimized to support scalable partner workflows.
  • Own PRM strategy, selection, implementation, and ongoing optimization.
  • Define how partners submit leads, register deals, and engage in co-sell workflows.
• Design Automation & AI Workflows:
  • Design and build automation and AI-driven workflows that reduce manual effort, improve prioritization, and ensure consistent follow-through across partner processes.
  • Ensure partner leads and opportunities are routed, tracked, and followed up on consistently.
  • Connect AI and enablement tools to structured partner data to improve prioritization and visibility.
  • Design workflows that scale with the partnerships strategy.
• Drive Actionable Reporting:
  • Define and own the metrics that matter for partner performance and growth.
  • Build and maintain Salesforce Partner reports and executive dashboards.
  • Deliver weekly, monthly, and quarterly reporting that drives prioritization, investment decisions, and partner strategy.
  • Support commission reporting and payment workflows to ensure accurate and timely partner payouts.

Qualifications

• 5+ years of experience in Partner Ops, RevOps, or Sales Ops in a systems-owning role.
• Proven ability to build operational systems from scratch, not just maintain or report on them.
• Experience owning and scaling partner ecosystem, co-sell, and PRM tooling (Crossbeam, PartnerStack, Impartner, Allbound, or similar platforms).
• Comfortable leveraging AI tools (ChatGPT, Claude, Nooks) to improve workflows, automation, and operational efficiency.
• Strong hands-on Salesforce experience and other automation tools (i.e., Zapier, Airtable), including data modeling, automation, reporting, and dashboards.
• Strong systems thinking with the ability to simplify complexity and design for scale.
• Comfort operating with ambiguity and making ownership-level decisions without step-by-step direction.

Benefits

• Autonomy and Flexibility: Remote first, with the flexibility to include life needs like school runs and gym breaks in your schedule.
• Generous leave: Enjoy a competitive leave package including paid bonding leaves for new additions to your family.
• Make a difference: Get 2 paid charitable days off to contribute to causes you believe in.
• Corporate bonus/SIP: Guardians are eligible for our annual bonus scheme or sales incentive plan.
• International environment: Grow your network internationally and collaborate across the world.
• Human centered culture: We emphasize the people factor in everything we do.
• Learning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace.