Partner Operations Analyst

Posted 2 Days Ago
Be an Early Applicant
Peachtree Corners, GA, USA
Hybrid
Mid level
Fintech • Financial Services
The Role
Analyzes partner performance, pipeline trends, revenue metrics, and operational data to identify growth opportunities. Develops dashboards, KPIs, reports, recommendations, sales collateral, and training materials. Supports partner enablement, product demonstrations, CRM and purchase-order operations, license coordination, and cross-functional process improvements. Presents insights to leadership and stakeholders while maintaining accurate, timely partner revenue operations.
Summary Generated by Built In

Alogent is the market leader in providing solutions for deposit automation to some of the largest banks in the world. With over 20 years’ experience in providing the technology, support, and expertise to overcome business challenges in premier financial institutions everywhere such as reliability, efficiency, and quality. Our partnership-based approach to working through business issues has been recognized by our clients and partners through maintaining long-term relationships as their business needs evolve. Alogent continues to forge ahead through the creation of specialized technologies and services that utilize imaging and automation to achieve proven results. Our goal is to be the premier financial technology partner to institutions everywhere.

The company is headquartered in Peachtree Corners, GA, with regional teams across the United States.

JOB SUMMARY:

As a Partner Operations Analyst, you will help grow and strengthen Alogent’s partner channel through data analysis, partner sales enablement, and reliable partner revenue operations. You will analyze partner performance and pipeline trends, develop dashboards and business recommendations, train and support reseller and referral partners, and coordinate the operational activities required to convert partner opportunities into revenue. Success in this role means balancing recurring partner analytics and reporting, partner revenue operations, and sales enablement projects. Priorities may shift based on partner activity and business needs. This role reports directly to the VP, Business Development.


This position is located in our Peachtree Corners, GA, headquarters. This is a hybrid role and will require a minimum of 4 days in the office, with a preference for candidates who can work full-time from the office. Additional days in office may be required based on operational needs.


Important Note: Authorized to work in the U.S. is a precondition of employment as we are unable to sponsor applicants for work visas.

KEY RESPONSIBILITIES:


Strategic Business Analysis

  • Analyze partner performance, pipeline trends, and revenue metrics to identify opportunities for partner revenue growth and market expansion.
  • Conduct quantitative and qualitative analysis and provide recommendations to the VP, Business Development in support of partner recruitment, onboarding, and retention.
  • Develop partner dashboards, partner performance KPIs, and operational reporting frameworks that provide visibility into partnership health and business impact.
  • Regularly present insights, dashboards, and recommendations to the VP, Business Development, company leaders, and cross-functional stakeholders in Product, Marketing, Accounting, Sales, Operations, and Support.

Go-to-Market & Training

  • Develop partner sales collateral and training materials covering Alogent’s value proposition, prospect qualification, sales messaging, and new product capabilities.
  • Coordinate product demos between partners and product teams in support of partner sales.
  • Evaluate partner Go-to-Market programs, processes, and workflows and recommend improvements to internal teams and external partners that support growth, efficiency, scalability, and consistent execution.
  • Gather and analyze partner and client feedback on sales collateral, product capabilities, and processes to identify best practices, emerging needs, and improvement opportunities.

Operational Excellence

  • Accurately and reliably complete time-sensitive partner revenue operations, including purchase order entry and cancellations, license coordination, and related partner communications.
  • Coordinate cross-functional partner processes and recommend improvements that increase accuracy, efficiency, scalability, and accountability.

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

 

REQUIRED QUALIFICATIONS: 

  • 2–4 years of experience working as a business, operations, or financial analyst, ideally in the financial services industry.
  • Ability to analyze and interpret data, identify relevant trends, develop actionable recommendations, and clearly present findings related to partner growth and operational performance.
  • Advanced proficiency in Microsoft Excel is essential, including PivotTables, VLOOKUP or XLOOKUP, INDEX/MATCH, IF and related logical functions, conditional formatting, data validation, data cleansing, charting and the ability to maintain data integrity across spreadsheets.
  • Advanced proficiency in Microsoft Office tools including PowerPoint and Word.
  • Ability to use Microsoft 365 Copilot responsibly to support research, summarize information, improve analysis, and accelerate the preparation of business materials.
  • Experience entering, maintaining, analyzing, or reporting on account, opportunity, and pipeline data in Salesforce or a comparable CRM platform.
  • Ability to work independently in a fast-paced environment.
  • Detail-oriented and highly organized with the ability to multitask, manage priorities, and consistently follow work through to completion.
  • Demonstrated initiative, personal accountability, and motivation to achieve individual and departmental goals.
  • Excellent writing, communication, and interpersonal skills.
  • Ability to travel up to 10%.

 PREFERRED QUALIFICATIONS: 

  • Understanding of the financial services industry and market landscape, including the ability to assess how changing market conditions affect financial institutions, technology providers, and channel partners
  • Familiarity with technology used in bank and credit union operating environments, including core processing, digital banking, deposit automation, payments, or related financial-technology platforms
  • Direct experience using Salesforce for account, opportunity, pipeline, and reporting activities
  • Experience working in a SaaS company

Working Conditions:

  • Must be able to work with possible distractions in the work environment
  • May require sitting, standing, or being on phone calls for long periods of time
  • Ability to travel when required 

 

Benefits:

  • Competitive benefits including medical, dental, vision, life, disability, Employee Assistance Program, Flexible Spending Account, Group Accident, Critical Illness, Pet Insurance, Identity Protection Program and long-term care
  • Excellent 401(k) plan with company match
  • Paid time off (PTO) and Holidays
  • Paid voluntary time off (VTO) day
  • Wellness programs
  • Monthly educational sessions for employees
  • A knowledgeable, high-achieving, experienced, and fun team
  • A diverse work atmosphere

 

Employee Polygraph Protection Act

Equal Employment Opportunity

Family and Medical Leave Act

 

Notice To Third-Party Agencies:

Alogent does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Alogent. Alogent will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person, or entity.

 

Alogent is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, or any other characteristic protected by federal, state or local laws.

Skills Required

  • 2–4 years of experience as a business, operations, or financial analyst
  • Ability to analyze data, identify trends, develop recommendations, and present findings
  • Advanced Microsoft Excel proficiency, including PivotTables, VLOOKUP or XLOOKUP, INDEX/MATCH, logical functions, conditional formatting, data validation, data cleansing, charting, and spreadsheet data integrity
  • Advanced proficiency in Microsoft Office, including PowerPoint and Word
  • Ability to use Microsoft 365 Copilot responsibly for research, summarization, analysis, and business materials
  • Experience entering, maintaining, analyzing, or reporting on account, opportunity, and pipeline data in Salesforce or a comparable CRM
  • Ability to work independently in a fast-paced environment
  • Detail-oriented and highly organized, with the ability to multitask, prioritize, and complete work consistently
  • Demonstrated initiative, personal accountability, and motivation to achieve goals
  • Excellent writing, communication, and interpersonal skills
  • Ability to travel up to 10%
  • Understanding of the financial services industry and market landscape
  • Familiarity with banking and credit union technology, including core processing, digital banking, deposit automation, payments, or related fintech platforms
  • Direct experience using Salesforce for account, opportunity, pipeline, and reporting activities
  • Experience working in a SaaS company
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The Company
HQ: Peachtree Corners, GA
182 Employees
Year Founded: 1995

What We Do

Alogent helps financial institutions of all sizes - including credit unions, community banks, and some of the largest national and international institutions - reduce costs, increase transaction processing efficiencies, generate revenue, mitigate fraud, and optimize the user experience from any point of presentment — in-person at the branch, online or on-the-go. Our proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms address an institution’s entire transaction “ecosystem” — from capturing and digitizing transaction data, to exception tracking, automating workflows, and making information available across the enterprise. Alogent’s solution suites leverage the latest in machine learning and predictive analytics, including enterprise-wide data intelligence and reporting solutions that enable financial institutions to deliver products and services that boost engagement through personalization and data-backed decisions. Powered by our ‘user-first’ approach, Alogent’s solutions are channel-agnostic and users choose how they want to engage - online, mobile, or in-branch - while financial institutions benefit from streamlined and uniform workflows, with more control and accountability. Our solutions are versatile, scalable, user-friendly, and exceptionally stable. Because of our relentless focus on innovation, Alogent’s clients and partners consistently exceed their productivity, financial, and user experience goals.

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