Associate Contract Specialist

As passionate about our people as we are about our mission.

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

SUMMARY

As passionate about our people as we are about our mission.

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun.

The Job At-A-Glance:

The Partner Sales Operations Analyst role within the Symphonix Business Unit supports the end-to-end operational workflow for partner product provisioning and lifecycle management. In this role, you will work closely with Sales, Customer Success, and Sales Operations to review customer orders and ensure the correct partner products and subscriptions are provisioned with third parties such as Salesforce, Nintex, and others.

This position requires exceptional attention to detail and a proactive, ownership mindset—especially in managing renewals and terminations to meet partner notice windows that may not align with customer contract terms.

A Typical Day:

• Review completed customer order documentation and validate that all details required for partner provisioning are accurate and complete (product/SKU, quantities, editions, terms, start dates, billing details, etc.).
• Translate internal order requirements into partner-specific ordering/provisioning requests and submit orders to partners (e.g., Salesforce, Nintex) following documented processes.
• Track provisioning progress and confirm activation/entitlements are delivered correctly; follow up to resolve delays, mismatches, or exceptions.
• Partner with Sales, Customer Success, and Sales Operations to resolve order discrepancies, missing information, and edge cases—ensuring orders are “right the first time.”
• Maintain clear documentation and audit-ready records for each order, including partner confirmations and relevant approvals.
• Monitor upcoming renewals, expirations, and termination deadlines; proactively coordinate termination or reduction requests to ensure actions occur within partner notice windows.
• Identify recurring issues in ordering/provisioning and recommend process improvements (templates, checklists, validations, reporting, automation opportunities).
• Support periodic reconciliations between customer entitlements, internal records, and partner subscription status; help prevent over-ordering, under-ordering, or unintended renewals.
• Communicate status updates and risks clearly to stakeholders and escalate issues when timelines, compliance, or cost exposure are at risk.

Bring Your Passion, Do What You Love. Here’s What We’re Looking For:

Minimum Qualifications

• Bachelor’s degree in Business, Operations, Finance, Information Systems, or a related field (or equivalent practical experience).
• 2+ years of experience in Sales Operations, Deal Desk, Order Management, Partner Operations, Revenue Operations, or a similar role.
• Demonstrated ability to manage detail-heavy operational processes with accuracy and consistency.
• Strong written and verbal communication skills in English, including the ability to coordinate across multiple teams and stakeholders.
• Strong organizational skills with the ability to manage multiple requests, prioritize deadlines, and maintain structured documentation.

Preferred Qualifications

• Experience working with partner ecosystems and provisioning processes (e.g., Salesforce, Nintex, ISVs, SaaS marketplaces).
• Familiarity with CRM and quoting/order tools (e.g., Salesforce CRM, CPQ, order management systems) and basic subscription lifecycle concepts.
• Comfort working with spreadsheets and operational reporting (e.g., Excel/Google Sheets), including reconciliations and tracking.
• A proactive mindset—anticipating risks (renewals/notice periods) and taking action without waiting to be asked.
• Experience working in a fast-paced, cross-functional environment with Sales and Customer Success teams.

What You’ll Bring:

• Extreme attention to detail and pride in “getting it right” the first time
• Strong follow-through and ownership on open items, especially time-sensitive renewals/terminations
• Good judgment and escalation skills when requirements are unclear or risk is present
• Customer-first thinking while balancing operational controls and partner constraints
• A continuous improvement mindset—spotting patterns and making the process better

Our Culture & Commitment:

We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program. We believe in making an impact—in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status

RESPONSIBILITIES• Required to interact internally with co-workers, regional sales managers, account managers and executives. • Enter, maintain and ensure the integrity of contract data within Salesforce including but not limited to accuracy and timeliness of dates (service order start dates, terminations and adjustments to existing license counts). • Review an opportunity for correctness based on the current contract and previous provisioning orders. • Audit the previous provisioned orders and reconcile the new orders and previous orders based on the current provisioning contract and Salesforce changes. • Create, maintain and update per instructions all miscellaneous documentation and checklists to account for new customers, existing customer changes and terminated customers. • Ensure that contracts are thoroughly reviewed for applicable licensing requirements prior to provisioning the customer in Salesforce. • Reply timely to interdepartmental and intradepartmental requests. • Work independently and with little supervision, managing and documenting work assignments in Salesforce and addressing any concerns/requests by the applicable deadlines. KNOWLEDGE AND SKILLS: • Up to 1+ years of relevant contract and/or provisioning experience • Must be task-oriented and be able to manage a wide variety of activities that can change on a daily basis • Must be organized, flexible and be able to work alone or as a member of a team • Strong written and verbal communication skills • Self-motivated with strong organizational skills • Courteous and professional • Strong experience with Microsoft Office, Excel and Salesforce • Accounting knowledge is a plus. • High attention to detail • Sound verbal and written communication skills • Ability to identify and resolve problems in a timely manner; gather and analyzes information skillfully; and maintain confidentiality

This position requires fluent written and oral communication in English.

Health & Wellness

• Hybrid Work Opportunities

• Flexible Time Off 

• Career Development & Mentoring Programs 

• Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents 

• Community Volunteering & Company Philanthropy Programs 

• Employee Peer Recognition Programs – “You Earned it”

Click here to find out more about the benefits we offer.

Our Culture & Commitment:

We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.