Overview
Sr. Partner Operations Specialist responsible for executing recurring administrative, transactional, and operational activities that support UKG's global partner ecosystem, working alongside onshore partner operations leaders.
What you'll do
- Process recurring operational requests and maintain accurate records across designated systems and workflows.
- Complete routine administrative, data-entry, validation, and documentation activities in accordance with established procedures and service-level expectations.
- Review submitted information for completeness, accuracy, and required approvals; identify missing or inconsistent information and route exceptions for resolution.
- Support intake, qualification, approval, contracting, onboarding, lifecycle, and offboarding workflows.
- Maintain account, contact, hierarchy, geographic, agreement, status, renewal, and termination data in Salesforce and other designated systems.
- Enter, update, and track leads and related records; perform routine account matching, data-quality reviews, and attribution clean-up.
- Prepare recurring files, reports, and data submissions for commissions, referral fees, program administration, forecasting, billing, and financial operations.
- Support commercial program administration, including fee and billing files, payout preparation, vendor or program tracking, and payment issue follow-up.
- Monitor and manage assigned support queues, respond to routine inquiries, and route non-standard issues to the appropriate owner.
- Support operational activities for technology, broker, services, GPO/PE, and other business programs as assigned.
- Maintain process documentation, operating checklists, knowledge articles, and status trackers; suggest opportunities to simplify or automate repeatable work.
- Use established controls to protect data quality, maintain auditability, and ensure timely completion of work.
- Take on additional administrative and operational responsibilities as the operating model evolves.
What you'll need
- Five or more years of experience in operations, sales operations, commercial operations, business process support, finance operations, or a related field.
- Strong attention to detail and a demonstrated commitment to accuracy and quality.
- Ability to follow defined processes, manage recurring work, and meet deadlines across multiple priorities.
- Strong organizational skills and reliable follow-through.
- Ability to identify incomplete, inconsistent, or anomalous information and escalate issues appropriately.
- Comfort working with structured data, spreadsheets, business systems, and operational trackers.
- Working knowledge of Microsoft Excel and the Microsoft Office or Microsoft 365 suite.
- Strong written and verbal communication skills in English.
- Ability to work effectively with colleagues across geographies, functions, and time zones.
- Comfort operating in a changing environment in which processes, systems, and responsibilities will continue to evolve.
Nice to have
- Experience in a SaaS, technology, software, or other B2B operating environment.
- Experience with Salesforce or another CRM, ERP, workflow, ticketing, or partner-management system.
- Experience supporting intake, contracting, onboarding, lead management, data quality, billing, commissions, or similar operational workflows.
- Experience working with distributed or global teams.
- Experience documenting processes or identifying opportunities for simplification and automation.
- Bachelor's degree in business, operations, finance, analytics, or a related field.
Read the full description and apply on the company’s own careers page.