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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong operational coordination and account management skills, with a focus on financial processes, compliance, and partner communication. Proficient in managing multiple tasks and maintaining attention to detail in financial documentation and reporting.
Highest-signal resume keywords
Salesforce ExperienceGoogle Sheets ProficiencyVendor Risk Management (TPRM)Procure-To-Pay ProcessesContract Management Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial OperationsData ReconciliationAPI IntegrationInvoice ReviewContract Terms Analysis
Soft Skills
Attention To DetailClear Written CommunicationGood JudgmentFollow-Up HabitDiscretion With Confidential Information
Tools & Technologies
LinkSquaresAsanaLookerSlack
Industry Keywords
FintechLendingMarketing PartnershipsAffiliate MarketingPerformance Marketing
Tech Stack
Tools & technologiesGraphiteiOS
About the role
Key responsibilities & impact- Run onboarding checklists from signed agreement to launch, tracking open items until the partner is live
- Help partners complete Graphite Connect setup and enter partner details and fees in Salesforce
- Support integration scoping with Product and BI, including feature lists, data passing, and API and filter setup
- Send month-end partner reports, confirm recipients, and follow up on incomplete partner setup
- Upload payment files and review invoices against month-end numbers
- Resolve PO mismatches and coordinate approvals, accruals and one-off payout corrections
- Answer partner questions on reports, invoices and payout status, and flag report discrepancies
- Manage the LinkSquares workflow: MNDAs, IOs and agreements, signature tracking and follow-ups
- Coordinate legal review and keep past agreements organized and findable
- Support TPRM reviews, security questionnaires, and vendor and traffic-destination reviews
- Manage Asana tickets and audit information requests
- Track disclosure language updates through compliance sign-off
- Route and chase requests across Product, Ops, BI, Compliance and Legal, then relay status back to partners and lenders
- Triage technical issues (API, quoting, anomalies) and decide whether the cause is technical or data related before escalating
- Maintain prospect and partner trackers, and support first-pass review of inbound leads
Requirements
What you’ll need- Bachelor's degree, or equivalent experience, in business, finance, or a related field
- 0 to 2 years of experience in operations, account management, finance operations, or a similar coordination role (internships count)
- Exceptional attention to detail, especially with numbers, invoices and contract terms
- Comfort in Google Sheets, including lookups, pivots and basic reconciliation
- Clear written communication with external partners and internal teams
- A system for managing many open items at once, and the habit of following up until they close
- Good judgment on when to solve a problem and when to escalate it
- Discretion with confidential partner, financial and compliance information
- Experience with Salesforce, LinkSquares or another contract management tool, Asana, Looker, or Slack
- Exposure to fintech, lending, marketing partnerships, affiliate or performance marketing
- Familiarity with vendor risk management (TPRM), security questionnaires, or compliance processes
- Experience with procure-to-pay processes such as POs, invoicing and accruals
- Interest in automating repetitive work with scripts, templates or workflow tools
Benefits
Comp & perks- Clear path into Strategic Partnerships Analyst or Partner Operations Specialist roles
- Equal opportunity employer
- Consideration for employment of qualified applicants with criminal histories consistent with applicable law