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Partner Operations Manager at Acrisure in OKLAHOMA CITY, OK
Job Description
Partner Operations Manager
Location: OKLAHOMA CITY, OK · Remote
ROLE SUMMARY
The Manager, Partner Operations is responsible for the end-to-end onboarding, setup, maintenance, and operational support of referral, reseller, and strategic partners. This role serves as the primary coordinator between Business Development, Sales, Operations, Rev Ops, Finance, and partner organizations to ensure a seamless onboarding experience and ongoing partner administration.
KEY RESPONSIBILITIES
- Partner Contract Administration
- Receive and manage new partner onboarding and contract requests from Business Development and Sales teams.
- Prepare and distribute partner agreements through DocuSign.
- Monitor contract status and proactively follow up on outstanding agreements.
- Ensure all executed contracts are received, filed, and entered into appropriate systems.
- Partner with internal stakeholders (ie. Sale, Business Development, Legal, etc.) to maintain accurate, compliant contract records and documentation.
- Partner Setup & CRM Administration
- Create and maintain partner records within Salesforce.
- Assign and manage partner codes, identifiers, and hierarchy structures.
- Configure partner contacts and access permissions based on business requirements.
- Manage lead registration forms, lead routing rules, and partner-related workflows.
- Ensure partner data integrity across Salesforce and other connected systems.
- Partner Lifecycle Management
- Process ongoing partner updates including:
- Banking and payment information changes
- New partner contacts and user access requests
- Organizational and account structure updates
- Commission and payment setup modifications
- Maintain accurate partner profiles and ensure compliance with internal policies.
- Monitor and address as needed partner portal cases
- Other Duties as Assigned
KPIs
- Meeting SLA Timelines Regarding Setup Processes Impacting Speed to Lead
- High Data Accuracy and Compliance Standards
- Partner Revenue Growth
- Partner CID Growth
QUALIFICATIONS
- 3+ years of experience in partner onboarding, partner operations, account administration, or a related role
- Strong Salesforce experience, including account setup, workflows, reporting, and data maintenance
- Experience working with Docusign or similar contract management platforms
- Proven ability to manage multiple priorities and deadlines in a fast-paced environment
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication skills at all levels of the business, including providing constructive feedback to internal teams regarding process gaps and operational efficiencies
- Strong problem-solving and process improvement mindset
- Ability to hold stakeholders accountable for required onboarding activities and deadlines
- Cross-Functional Collaboration
#Auris
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.