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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced analytical skills to evaluate partner performance and operational metrics, utilizing tools like Microsoft Excel and Salesforce for data management and reporting. Capable of developing actionable insights and recommendations to enhance partner growth and market strategies.
Highest-signal resume keywords
Advanced Proficiency In Microsoft ExcelSalesforce ExperienceData Analysis And InterpretationFinancial Services Industry KnowledgeExcellent Communication Skills
About the role
Key responsibilities & impact- Analyze partner performance, pipeline trends, and revenue metrics to identify opportunities for partner revenue growth and market expansion
- Conduct quantitative and qualitative analysis and provide recommendations to the VP, Business Development for partner recruitment, onboarding, and retention
- Develop partner dashboards, performance KPIs, and operational reporting frameworks
- Present insights, dashboards, and recommendations to the VP, company leaders, and cross-functional stakeholders
- Develop partner sales collateral and training materials covering value proposition, prospect qualification, sales messaging, and new product capabilities
- Coordinate product demonstrations between partners and product teams
- Evaluate partner go-to-market programs, processes, and workflows and recommend improvements
- Gather and analyze partner and client feedback to identify best practices, emerging needs, and improvement opportunities
- Complete time-sensitive partner revenue operations, including purchase order entry and cancellations, license coordination, and related partner communications
- Coordinate cross-functional partner processes and recommend improvements to increase accuracy, efficiency, scalability, and accountability
- Report directly to the VP, Business Development
Requirements
What you’ll need- 2–4 years of experience working as a business, operations, or financial analyst, ideally in the financial services industry
- Ability to analyze and interpret data, identify relevant trends, develop actionable recommendations, and clearly present findings related to partner growth and operational performance
- Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP or XLOOKUP, INDEX/MATCH, IF and related logical functions, conditional formatting, data validation, data cleansing, charting, and maintaining data integrity across spreadsheets
- Advanced proficiency in Microsoft Office tools including PowerPoint and Word
- Ability to use Microsoft 365 Copilot responsibly to support research, summarize information, improve analysis, and accelerate preparation of business materials
- Experience entering, maintaining, analyzing, or reporting on account, opportunity, and pipeline data in Salesforce or a comparable CRM platform
- Ability to work independently in a fast-paced environment
- Detail-oriented and highly organized, with ability to multitask, manage priorities, and follow work through to completion
- Demonstrated initiative, personal accountability, and motivation to achieve individual and departmental goals
- Excellent writing, communication, and interpersonal skills
- Ability to travel up to 10%
- Understanding of the financial services industry and market landscape
- Familiarity with technology used in bank and credit union operating environments, including core processing, digital banking, deposit automation, payments, or related financial-technology platforms
- Direct experience using Salesforce for account, opportunity, pipeline, and reporting activities
- Experience working in a SaaS company
- Authorized to work in the U.S.; Alogent is unable to sponsor applicants for work visas
Benefits
Comp & perks- Medical, dental, vision, life, and disability insurance
- Employee Assistance Program
- Flexible Spending Account
- Group Accident insurance
- Critical Illness insurance
- Pet Insurance
- Identity Protection Program
- Long-term care
- 401(k) plan with company match
- Paid time off (PTO) and holidays
- Paid voluntary time off (VTO) day
- Wellness programs
- Monthly educational sessions for employees
- Diverse work atmosphere
- Knowledgeable, high-achieving, experienced, and fun team
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisPerformance KPI DevelopmentOperational Reporting FrameworksData CleansingChartingVLOOKUPPivotTablesINDEX/MATCHConditional FormattingMaintaining Data Integrity
Soft Skills
Detail-OrientedHighly OrganizedMultitaskingPersonal AccountabilityInitiative
Tools & Technologies
Microsoft OfficeMicrosoft 365 CopilotSalesforceCRM PlatformsDigital Banking Technology
Industry Keywords
Financial ServicesPartner RecruitmentMarket ExpansionSaaSBanking Technology