Operations Assistant

We are seeking a highly organized and detail-oriented Operations Assistant to support our Alliances and Collaboration Cloud team, focusing primarily on systems management, marketing fund administration, and partner program compliance. This role is crucial for maintaining the efficiency and accuracy of our partner relationships

and funding initiatives.

Key Responsibilities

The Operations Assistant will be responsible for providing administrative and operational support across several key areas, including:

Marketing Alliances:

● Campaign Code Management: Assist with the administrative work of updating

campaign codes. This involves tracking deals, identifying those without codes

from reports, creating new sheets, and submitting support tickets for campaign

code rearrangement and updates.

● Opportunity Tracking: Update deals in the pipeline by moving opportunities from

"stage 0" to the correct subsequent stage on a weekly basis.

● Pipeline Reporting: Assist the Alliances Manager by pulling specific pipeline

reports, particularly in Hubspot, for use in internal and partner meetings.

● Field Marketing Event Support: Provide administrative assistance with event

logistics, including researching potential locations and vendors, and gathering

quotes for Google or client-facing field events.

● reports, particularly in Hubspot, for use in internal and partner meetings.

● Funding Management: Help Alliance Manager with invoice organization,

coordinating receipts for claims, and working with vendors for receipts

Google Partner Programs

● Partner Status Monitoring: Aid in the administrative side of monitoring

Client Premier Partner Status, which involves checking and maintaining the

requirements and will coordinate cross functionally to help keep us on track

● Certification Updates: Assist with the administrative task of using the

certification report to track and update employee certifications that are nearing

expiration.

● Specialization Support: Help track down necessary administrative components

for Google specializations, such as DRP scores, required employee certifications,

and technical enrollments.

Collaboration Cloud Operations:

● Monthly Forecast Validation: Compare the Monthly ARR Report with HubSpot

deals to find discrepancies and confirm forecast accuracy.

● Weekly Action Item Reporting: Conduct a weekly review of specific fields on all

active deals; compile and distribute a summary report to the team highlighting

outstanding action items, stalled deals, or missing data to drive accountability.

● Ad-Hoc Reporting: Maintain various reports and dashboards in HubSpot to track

KPIs and team performance.

● Process Documentation: Assist in documenting and refining operational

processes, data entry standards, and reporting workflows to improve team

efficiency.

● Renewal Deal Resolution: Manage the Asana task queue generated by renewal

deal alerts and take direct corrective action within the CRM to ensure deal

accuracy. Update and close the corresponding Asana task upon successful

resolution.

● Ownership & Alert Management: Manage automated HubSpot alerts, including

the daily review and correction of account, company, and deal owner

assignments to ensure proper attribution.

● Cross-Functional Support: Serve as an operational point of contact for the

Customer Success, Sales, and Alliances teams, providing ad-hoc data support

and troubleshooting basic CRM-related issues.

Required Skills and Qualifications

To be successful in this role, the ideal candidate should possess a strong foundational

understanding of administrative tasks, a keen eye for detail, and the ability to manage multiple

priorities in a fast-paced environment.

Required Qualifications

● Technical Proficiency: Demonstrated proficiency and knowledge of Google Workspace

applications (e.g., Sheets, Docs, Slides, Gmail, Calendar).

● Organizational Skills: Excellent organization, time management, and administrative

skills to handle tasks like tracking deals, submitting support tickets, and maintaining

checklists.

● Communication: Strong written and verbal communication skills for liaising with internal

teams and submitting detailed information for funding claims and partner program

updates.

Requirements:

● Data Management & Accuracy: Exceptional attention to detail for tracking, reporting,

and updating data across multiple sheets and platforms, including campaign codes,

stage 0 opportunities, and certification expiration dates.

● Sheet Proficiency: Ability to navigate, update, and manage spreadsheets (Google

Sheets) used for deal tracking, opportunity reports, and certification status.

● Problem-Solving: Proactive approach to administrative problem-solving, such as

identifying deals without codes or tracking down required documents for specializations.

● Administrative Support: Proven capability to assist with administrative duties like

researching program requirements. managing checklists, and compiling necessary

components (DRP scores, certifications) for partner programs.

● Team Collaboration: Ability to work collaboratively to support marketing, sales, and

alliances teams with their pipeline and program needs.