Product & Partnership Operations Specialist

COMPENSATION

$70,000 - $75,000 (Based on Professional Experience)

POSITION LOCATION

This position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.

POSITION PURPOSE

The Product & Partnership Operations Specialist plays a key operational role in supporting MDT’s Product Management and Strategic Partnerships functions. This position is responsible for organizing and maintaining product and partner information, responding to internal product inquiries, supporting internal enablement, and ensuring documentation, pricing references, and materials are accurate and accessible.

DUTIES & RESPONSIBILITIES      

• Serve as a primary point of contact for internal product-related inquiries, resolving questions using documentation or routing appropriately.
• Maintain a centralized product inventory, including product status, ownership, lifecycle stage, pricing references, and partner details.
• Maintain and update internal product documentation, including product overviews, capabilities, limitations, FAQs, and integration notes.
• Collect, organize, and distribute vendor and product materials such as release notes, updates, roadmaps, and security documentation.
• Maintain internal pricing reference documentation in coordination with Product and Partnerships teams.
• Prepare and distribute internal product updates and enablement materials to Sales, Client Success, and other MDT Teams.
• Support product launches by ensuring documentation and internal readiness materials are complete and accessible.
• Maintain templates, playbooks, and standardized documentation used by Product and Training teams.
• Tabulates and analyses client feedback.
• Maintain internal documentation and profiles for Premier Partners, Emerging Solutions, and other key partners.
• Track partner metadata, including contract timelines, renewal dates, revenue, product categories, adoption, and engagement status.
• Collect and organize information to support partner scorecards and internal partner reviews.
• Coordinate partner material updates and ensure internal teams have current and accurate information.
• Provide operational support to the Strategic Partnerships Manager related to partner onboarding and internal communication.
• Assist Strategic Partnerships Manager in event and promotion related partnership coordination including but not limited to session facilitation, conducting follow-up, obtaining presentation materials, etc.
• Work should be balanced at 75% of the time supporting product/training and 25% of the time supporting partnerships
• Ensure consistent communication of product and partner information across departments.
• Coordinate with Training to ensure training materials align with current product documentation.
• Support Product Managers by organizing materials for product reviews, portfolio discussions, and internal meetings.
• Help reduce ad hoc requests by maintaining organized, easy-to-access information repositories.
• Keeps work area clean, secure, and well maintained.
• Completes special projects as assigned

EDUCATION & EXPERIENCE REQUIREMENTS

• High school graduate or equivalent.
• Two years of college training in business, or an equivalent amount of experience in operations and practices.
• B.S. in business related field or equivalent amount of experience (preferred).
• 2–5 years of experience in operations, product support, business operations, project coordination, or a related role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work across teams.
• Proficiency with common collaboration and documentation tools (e.g., Microsoft 365, SharePoint).
• Experience in fintech, credit unions, financial services, SaaS, or technology-focused organizations. (Preferred)
• Experience supporting product, partnerships, or enablement teams. (Preferred)
• Familiarity with basic product or vendor lifecycle concepts. (Preferred)

REQUIRED KNOWLEDGE

• Knowledge of financial industry.
• Extensive knowledge of the Symitar core system.
• Knowledge of software applications.
• Understanding of related programming languages and procedures.

WORKING CONDITIONS

Special

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Additional hours, including Saturday/Sunday support, as required.
• Minimal Travel expected
• Long duration of computer workstation usage.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.  Well-constructed job descriptions are an integral part of any effective compensation system. 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.