Partner Operations Lead

Safeguard Global's partnerships program is growing fast, we’re hiring a Partner Operations Lead to support our continued growth by defining and building the partner operating model – not just supporting or optimizing existing systems.

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.

How you will make a difference:

1. 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, ensuring alignment with broader system architecture and clean, scalable partner data.

• Audit existing partner data across systems, identify gaps, and establish durable data standards from the ground up.

2. 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), determining the right architecture as the partner motion evolves.

• 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.

3. Design Automation & AI Workflows

• Design and build automation and AI-driven workflows that reduce manual effort, improve prioritization and ensure consistent foll0w-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—not one-off fixes.

4. 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.

What will give you an advantage:  

• 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.

Our Global Benefits 

• Autonomy and Flexibility (work in any way): 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: 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. Interact, discover cultures, and tap into local expertise.  

• Human centered culture: We emphasize the people factor in everything we do. Our nurturing culture ensures your ideas reach our leaders and your contributions get the recognition they deserve.

• Learning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace. 

Next Steps: 

Ready to join a workforce that shapes itself around your life, and embrace remote work like a pro? Apply by clicking on the following link. We wish you the best with your application. Our Guardian promise to you is to keep in touch to arrange the next stage should your application meet the position's requirements, or provide a gentle update if you have been unsuccessful at this time. 

Welcome to the future of work!

At Safeguard Global, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and Guardians.