Partner Operations Lead

Safeguard Global

8d • Remote

About The Position

Safeguard Global is seeking a Partner Operations Lead to support its growing partnerships program. This is a builder role focused on defining and constructing the partner operating model, rather than optimizing existing systems. The ideal candidate thrives in ambiguity, can create scalable and well-documented systems, and operates with ownership-level accountability. The role involves building the data foundation, creating a single source of truth for partner activity, designing automation and AI workflows, and driving actionable reporting for partner performance and growth.

Requirements

• 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.

Responsibilities

• Build 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.
• 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 (including Crossbeam), ensuring tools are configured and optimized to support scalable partner workflows.
• Own PRM strategy, selection, implementation, and ongoing optimization, ensuring alignment with the evolving partner operating model and seamless integration with Salesforce.
• Define how partners submit leads, register deals, and engage in co-sell 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 (e.g., Nooks) to structured partner data to improve prioritization and visibility.
• Design workflows that scale with the partnerships strategy.
• 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.

Benefits

• Remote first, with the flexibility to include life needs like school runs and gym breaks in your schedule, all while maintaining a high standard of work.
• Generous leave package including paid bonding leaves for new additions to your family.
• 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: Access to 2 learning platforms, where you can learn at your own pace.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed