StraighterLine

Account Manager

• As the Sales Operations Coordinator, you’ll build and manage internal systems, create reporting tools, and support strategic execution across the partnership lifecycle.
• Build and manage operational workflows that support partner onboarding, performance tracking, and quarterly reviews.
• Develop and maintain dashboards and templates for reporting student activity, revenue performance, and partnership health.
• Coordinate cross-functional projects with marketing, support, product, and finance teams to ensure partner deliverables are met.
• Implement and refine CRM (Salesforce) processes to improve data integrity and forecasting.
• Support the creation of internal documentation and SOPs that ensure scalable and repeatable processes.
• Track contract milestones, renewal dates, and onboarding checklists for all partners.
• Analyze trends in partner engagement and student performance to flag risks and opportunities.
• Serve as the operations lead during partnership campaigns and initiatives, ensuring timely execution.
• Identify gaps in current tools or workflows and recommend improvements for efficiency and clarity.
• Support limited conference logistics and pre/post-event partner communications.

Sales Operations Coordinator – University Partnerships