Float Health

Operations

• Prepare presentation decks + pre-read notes for upcoming partner meetings, gathering performance data and insights from the Partner Success team and Operations team
• Send reminder emails to partners and internal team members in advance of scheduled meetings
• Create and manage calendar invites, ensuring all relevant stakeholders are included and meeting logistics are confirmed
• Synthesize meeting notes and action items into monthly partnership summary documents
• Maintain and update partner contact information in Zendesk CRM
• Orchestrate the addition of new partnership contacts, ensuring proper documentation and team notification
• Keep partnership notes, meeting records, and account details current and organized
• Generate weekly/monthly partner performance reports for leadership
• Evaluate and track partner satisfaction (CSAT) scores, flagging at-risk accounts to Partner Success Managers
• Identify opportunities to automate repetitive tasks (meeting prep, data entry, reporting)
• Build and maintain templates, workflows, and playbooks for partner engagement
• Document processes to create consistency and efficiency across the team
• Recommend and implement tools or system improvements that increase team productivity
• Identify CRM process improvements and data quality issues
• Execute partner appreciation initiatives by coordinating milestone-based recognition
• Track appreciation budget and ensure timely recognition of key partners and milestones
• Draft professional follow-up emails to partners on behalf of Partner Success and Business Development teams
• Ensure timely responses and maintain professional communication standards

Partner Operations Coordinator