Partnership Operations & Sales Enablement Manager

Partnership Operations & Sales Enablement Manager

At Early Warning, we’ve powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle®, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

Overall Purpose

The Partnership Operations & Sales Enablement Manager is responsible for managing and optimizing sales and partnership operations through effective program and process management. The position develops and maintains comprehensive reporting and dashboard tools to support forecasting, pipeline management, and key performance tracking. This role, supports Partnership efforts across the enterprise. The position fosters strong relationships with internal stakeholders to ensure alignment, business readiness, and continuous improvement. Ultimately, this role contributes to driving growth, operational excellence, and an exceptional customer experience.

Essential Functions

Sales Enablement & Content Management

• Develop and maintain sales content, tools, and playbooks to support consistent, effective selling.
• Manage centralized repositories (e.g., SharePoint, Confluence) to ensure materials are current, organized, and easily accessible.
• Create high-quality, executive-ready PowerPoint presentations that translate complex data into clear, compelling narratives.
• Support training and adoption of sales tools, content, and processes across the team.

Program and Process Management

• Drive processes within EWS to support activities core to successful sales and partnership efforts, including the development of comprehensive reporting tools for forecasting, pipeline management, lead generation, revenue, account development, and client growth/retention.
• Collaborate with Salesforce.com Systems Administrator and the various Partnerships teams to enhance CRM platforms.

Pipeline & Lead Management

• Develop, maintain and enhance Partnerships pipeline management dashboards for enterprise stakeholder reviews.
• Schedule and manage monthly team prep calls to ensure accuracy and schedule cross functional calls, partnering with leadership to present pipeline to stakeholders.
• Develop & optimize operations strategies including inbound customer contacts and opportunities.
• Work closely with ABA marketing teams and Salesforce teams to automate processes and deliver actionable performance reporting.

KPI Storytelling

• Develop comprehensive sales-through-implementation reporting tools for forecast-to-actual reconciliation, sales cycle speeds by product, lead generation/Marketing ROI, implementation-backlog, revenue, account development, and client growth/retention.
• Create executive ready visualization to tell the story of partnership team status and success.

Minimum Qualifications

• Minimum 8 years’ experience in a quantitative/reporting Sales Operations, Sales Enablement and/or Financial Planning and Analysis function.
• Education and experience typically obtained through completion of an Undergraduate Degree in Business, Marketing, Consulting, Finance, Economics or Accounting.
• Proficiency with sales processes and related development of sales force performance.
• Strong leadership capabilities with track record of leveraging progressive technologies to drive Sales reporting/KPIs.
• Excellent ability to influence and consult with internal partners and processes.
• Ability to travel up to 20%.
• Demonstrates professionalism. Organized with strong attention to detail.
• Excellent active listening skills. Excellent verbal and written communication skills.
• Proficiency with Salesforce.com and MS Excel for data analysis, forecasting/modeling and reporting.
• Background and drug screen.

Preferred Qualifications

• MBA, CPA and/or CFA.
• Strong Powerpoint or slide deck creation skills visualizing strategic storytelling through graphic design.
• Salesforce.com administration experience.
• Experience in Software and/or Tech-enabled Information Services sector.
• Experience in Payments, Financial Risk Management industry a plus.
• Experience with Tableau (data visualization/reporting), Adaptive Insights (financial planning), Business Objects (reporting) and MS Dynamics/GP (GL).

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Compensation and Benefits

The Base Pay Scale For This Position In Phoenix, AZ in USD per year is: $104,000 - $130,000.

San Francisco, CA in USD per year is: $125,000 - $156,000.

Additionally, candidates are eligible for a discretionary incentive plan and benefits.

This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate’s education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes.

#Dice

Some of the Ways We Prioritize Your Health and Happiness

• Healthcare Coverage – Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
• 401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.
• Paid Time Off – Flexible Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.
• 12 weeks of Paid Parental Leave
• Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.

And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process!

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Early Warning Services, LLC (“Early Warning”) considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Key skills/competency

• Partnership Operations & Sales Enablement Manager
• Sales Operations
• Sales Enablement
• Program Management
• Process Management
• Reporting and Dashboards
• Salesforce.com
• Microsoft Excel
• Financial Planning and Analysis
• KPI Storytelling