Partner Success Operations Specialist

Role overview

This opportunity is being shared on behalf of a partner organization, which handles the application review and subsequent hiring steps. The employer is seeking a Partner Success Operations Specialist located in Canada.

This is a detail-focused, business-impacting operations position that supports the Partner Success team in creating a smooth experience for nonprofit partners throughout onboarding, engagement, and the full partner lifecycle. You will help keep internal systems, workflows, and automations running effectively and efficiently, directly supporting partner-facing teams. The work blends operational delivery, process improvement, and data quality in a fast-moving SaaS setting. You will work closely with Partner Success Managers and other cross-functional teams to improve workflows, solve problems, and build more scalable processes. With a strong continuous-improvement mindset, you will refine onboarding steps, automate important milestones, and assist with product configuration needs. This role is well suited to an analytical, proactive operations professional who enjoys structured execution and process innovation.

Key accountabilities

• Handle urgent Partner Success operations tasks end to end, including onboarding, team handoffs, renewals, upsells, downsells, and partner setup activities.
• Improve and support onboarding flows so new nonprofit partners receive a consistent and high-quality experience.
• Create, manage, and enhance automated workflows in customer success systems that support the partner lifecycle.
• Track system health, investigate failures, and fix operational or configuration issues that affect partners or internal teams.
• Set up and update partner-facing product configurations while ensuring service delivery is accurate and timely.
• Address internal support requests from Partner Success teammates and provide day-to-day operational assistance.
• Keep documentation, training resources, and internal process knowledge current and easy to use.
• Maintain strong data quality across systems to support reporting and informed business decisions.

Requirements

• At least 3 years of experience in SaaS customer success operations, revenue operations, or a comparable role focused on workflow automation.
• Hands-on experience creating and maintaining automated workflows in customer success or CRM tools.
• Strong analytical thinking, problem-solving ability, and meticulous attention to detail.
• Quick learner who can adapt to new tools, systems, and working methods with ease.
• Strong written and spoken communication skills.
• Well-developed organizational skills and the ability to juggle multiple priorities in a fast-paced environment.
• Experience with platforms such as ChurnZero, Salesforce, ClickUp, or similar tools is beneficial.
• Exposure to APIs, data integrations, or onboarding workflows is considered an advantage.
• Interest in, or experience with, the nonprofit or social impact space is a plus.

Perks and benefits

• Flexible part-time contract arrangement of about 20 to 25 hours per week.
• Remote work available anywhere within Canada.
• Chance to contribute in a high-impact SaaS environment that supports nonprofit organizations.
• Exposure to advanced customer success operations, automation tools, and scalable workflow systems.
• Collaborative, mission-driven team culture centered on continuous improvement and operational excellence.
• Opportunity to directly influence process design and operational strategy.
• Flexible daily schedule within set working hours aligned to EST.

Additional information

The hiring process and all next steps are managed by the partner company rather than the listing platform. Applications are reviewed using an AI-assisted matching process designed to evaluate candidates against the role’s core requirements in a consistent and fair way before a shortlist is passed to the employer. Final decisions, interviews, and assessments are handled by the hiring team.

Privacy notice

By submitting an application, candidates acknowledge that personal data may be processed to assess candidacy and share relevant details with the hiring employer. This is based on legitimate interest and pre-contractual measures under applicable data protection laws, including GDPR. Applicants may exercise rights such as access, correction, deletion, and objection at any time. AI tools may support parts of the hiring workflow, including resume review and response analysis, but human judgment remains central to the process. Final hiring decisions are made by people. Further information about data processing can be requested from the hiring team.