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Data Analyst

Role overview

Qualifications

  • 3+ years of demonstrated success in customer success, partner management, or GTM operations
  • Demonstrated ability to execute complex, structured workflows and maintain high efficiency in a fast-paced environment
  • Hands-on experience with CRM platforms and a strong understanding of how to optimize data fields, permissions, and automation
  • Exceptional attention to detail with a proven track record of maintaining data parity and hygiene across disparate systems

Responsibilities

  • Execute the core operational workflows that form the backbone of our paid service offerings
  • Act as a dedicated resource for customers to streamline their data management
  • Monitor partner and internal portals daily for new inquiries or referrals
  • Systematically exchange data and updates with external partners on a consistent weekly cadence

Key facts

Other skills

  • Communication
  • Collaboration
  • Relationship Building
  • Detail Oriented

About the company

AppDirect logo

AppDirect

Computer Software / SaaS

AppDirect is a San Francisco-based B2B subscription commerce platform company that brings together technology providers, advisors, and businesses to simplify how they buy, sell and manage technology. More than 1,000 providers, 10,000 advisors and 5 million subscribers rely on the AppDirect ecosystem of subscription marketplaces to power their innovation, growth, and success.If you are interested in career opportunities at AppDirect check out our current openings here: https://www.appdirect.com/about/careers#jobOpenings

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size501 - 1000

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Job description

About AppDirect

Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world.  AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service.  We power millions of subscriptions worldwide for organizations.  We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.

About Tackle, an AppDirect Subsidiary 

Tackle, a business unit of AppDirect, is the leading solution built to help software companies generate revenue through data-driven Cloud go-to-market (Cloud GTM). Our platform and team help customers identify the right buyers, grow cloud co-sell relationships, and transact efficiently at scale through AWS, Google Cloud, and Microsoft. Tackle serves more than 500 software companies—including CrowdStrike, HashiCorp, New Relic, and Snyk—from high-growth startups to the largest software companies in the world.

About You

Tackle is seeking a Data and Communication Specialist to guide organizations in executing Go-To-Market GTM strategies while fostering strong partnerships, and ensuring success partnering to and through the Cloud Providers. In this role, you will work closely with Alliances and Sales Operations leadership, leveraging Tackle’s proven Operating Model to optimize workflows, drive operational excellence, and deliver measurable outcomes on behalf of our customers. This position is ideal for a highly skilled professional who excels in collaboration, results-oriented communication, relationship building, and executing on strategic initiatives understanding the complexities of Cloud Providers.

What You'll Do:

  • Drive Operational Excellence: Execute the core operational workflows that form the backbone of our paid service offerings, ensuring a high-quality experience for our customers.
  • Optimize Customer Business Operations: Act as a dedicated resource for customers to streamline their data management, reduce manual overhead, and improve their operational speed.
  • Manage Inbound Flow: Monitor partner and internal portals daily for new inquiries or referrals, managing the acceptance process and routing leads to the appropriate teams.
  • Coordinate Information Sharing: Systematically exchange data and updates with external partners on a consistent weekly cadence to keep all stakeholders aligned.
  • Facilitate Professional Connections: Draft and send tailored communications to bridge the gap between internal sales teams and external partners, ensuring timely introductions.
  • Maintain Strict Data Hygiene: Take full ownership of data accuracy across multiple platforms. This includes performing regular audits, updating records, and ensuring all systems reflect a single "source of truth."
  • Support Pipeline Accuracy: Perform routine reporting on project statuses and manage update processes to ensure accurate forecasting and historical records for customers.
  • Support System Optimization: Assist in establishing procedural foundations by configuring platform settings, optimizing CRM layouts, and implementing workflow automation to better serve customer needs.

What You Should Have:

  • Proven Experience: 3+ years of Demonstrated success in customer success, partner management, or GTM operations.
    Operational Excellence: Demonstrated ability to execute complex, structured workflows and maintain high efficiency in a fast-paced environment.
  • Customer-Centric Mindset: A desire to help customers succeed by taking ownership of their administrative and operational activities.
  • Technical Proficiency: Hands-on experience with CRM platforms and a strong understanding of how to optimize data fields, permissions, and automation.
  • Data-Driven Focus: Exceptional attention to detail with a proven track record of maintaining data parity and hygiene across disparate systems.
  • Communication Skills: Strong written communication skills, specifically the ability to manage professional correspondence and draft tailored emails for diverse stakeholders.
  • Process Management: Ability to manage daily, weekly, and monthly cadences consistently without oversight.

 

At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice

At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting privacy@appdirect.com. 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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