Specialist, Partnership Operations (12 month contract-start date January 2025)

What’s Bench? Visit Bench's latest news to see what's happening, and read what our customers have to say. You can also check us out in Medium, on our LinkedIn page, our Instagram, and our Life at Bench Blog.

We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses.

Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable.

We’re growing fast, and we’re looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it’s like to work at Bench and read more about our business here!

About Bench’s Partnerships Team

The Partnerships team is an integral part of the revenue function at Bench. We accelerate business growth by discovering new go-to-market channels and introducing innovative product offerings to Bench’s small business customers through strategic partnerships.

Our partner ecosystem includes software platforms, fintechs, company formation agents, marketplaces, and professional service firms—organizations seeking to offer their clients market-leading bookkeeping and tax solutions. Bench facilitates these partnerships through referral, reseller, and white-label models.

Although our team is small, with seven experienced members, we are at an exciting stage of growth. This is an opportunity for you to make a significant impact by shaping the long-term operating model of our function and implementing tools to optimize partner operations.

The Role

As a Specialist, Partnership Operations, you will be responsible for managing and refining the operational processes that support Bench’s partner relationships. Your primary focus will be on ensuring accuracy and timeliness in partner billing, revenue share tracking, and partner payouts. You will work closely with Accounts Payable and Accounts Receivable, as well as other internal stakeholders, to ensure seamless operations.

Beyond managing day-to-day operations, you will take ownership of process improvement initiatives to create more efficient and scalable systems. You will also manage partner records, build performance reports, and collaborate with the partner marketing team to support campaigns and events. This role is key to ensuring operational excellence in our partnership programs, driving growth for Bench and our partners.

Key Responsibilities

• Optimize partnership operations: Manage and improve partner billing, revenue share tracking, and payouts, ensuring they are accurate and timely.
• Process Improvement: Review existing operational processes, identify inefficiencies, and implement improvements to drive scalability and operational excellence.
• Collaborate with Finance: Support finance-related inquiries from partners and ensure smooth communication between partners and internal finance teams.
• Reporting and Analytics: Build and maintain reports, such as partner development pipeline and commercial performance metrics, to drive informed decision-making across the business.
• Salesforce Management: Create and manage partner records in Salesforce, ensuring accuracy and consistency.
• Marketing Collaboration: Work closely with the partner marketing team to facilitate marketing campaigns and events, providing operational support for partner initiatives.
• Resource Management: Develop an organized system for storing and managing partner resources, such as sales enablement materials, discount histories, and promotional assets.
• Documentation Management: Maintain all internal documentation related to partner operations.
• Communication Liaison: Act as a key point of contact between partners and internal teams to ensure smooth communication and resolution of operational issues.

What You Bring

• Experience in partnerships or sales operations, with a strong understanding of channel or affiliate programs.
• Commercial acumen and analytical skills to review and optimize partner processes.
• Project management skills, with the ability to manage multiple projects and priorities.
• Detail-oriented approach with a passion for creating structured, repeatable processes.
• Proficiency with Salesforce CRM.
• Strong understanding of financial concepts and reporting metrics.
• Excellent written and verbal communication skills to collaborate with partners and internal teams.
• Ability to thrive in a fast-paced, dynamic environment.
• Self-starter with a drive to take initiative and deliver results.

How Success is Measured

• Operational Efficiency: Partner billing, reporting, and payouts are accurate and timely, enhancing the partner experience.

• Scalability: You will identify and implement automation opportunities to reduce manual tasks and improve efficiency, supporting the growth of Bench’s partnership ecosystem.

What you'll get

• At Bench we share information freely and openly whenever possible. On target earning are $61,920 to $77,400 USD with a component of these earnings made up of variable pay.
• In addition, we offer an extended benefits package that includes paid vacation, paid flex days and benefits stipend.
• You’ll get access to Inkblot Therapy’s Employee and Family Assistance Program (EAP) that offers counseling and support, for you and family members, as well as professional development coaching, financial advice, legal advice and much more.
• Bench has a number of Affinity Groups - groups of people who have shared identities and experiences! The purpose of these groups is to support underrepresented Benchmates and amplify their voices.
• We currently focus our hiring efforts in the following states: Colorado, Georgia, Illinois, New York, Texas, Washington, Wisconsin, and California.
• We provide solutions to bring all teams together for collaboration and connection.
• Regardless of how many days you decide to visit the office, you’ll have access to our Home Office Setup Fund to ensure that you have everything you need to work comfortably from home, from day one.
• You’ll have the opportunity to work from somewhere other than your home province for up to 90 days in a 12-month period.

Everyone has their own unique talents. Even if you don’t meet 100% of the qualifications outlined above, tell us why you’d be a great fit for this role in your application.

We believe that unchecked biases disproportionately impact the most marginalized people in society—including but not limited to BIPOC, LGBTQ2S+ people, immigrants, and people with disabilities. We strongly encourage applications from people with these identities or other marginalized communities because we believe that without you, we are all less. If you are selected for an interview and require support during the process, including disability accommodation, we'll give you the opportunity to tell us when we contact you.