Channel Sales Operations Manager owning partner platform implementation, Salesforce attribution, and global channel operations. Supporting Clio’s legal AI technology growth through partner ecosystems.
Responsibilities
Own the business implementation of Clio’s new AI-driven Partner Relationship platform, including requirements, configuration, data model, partner journeys, migration, and adoption
Own the platform roadmap after launch, including where Salesforce remains the system of record
Drive down partner-side friction, including partner portal lead conversion
Map and document Clio’s channel processes end to end, including referral and reseller partner motions
Identify and close operational gaps slowing down partner account managers
Own partner-attributed pipeline architecture in Salesforce, including sourced, influenced, and co-sell categorization
Own channel measurement architecture covering partner-sourced MRR, activation rates, deal registration volume, co-sell conversion, and contribution by tier
Own partner program tier mechanics, channel routing and territory logic, rules of engagement, and related enablement material
Serve as escalation and decision point for partner attribution and credit disputes
Represent channel operations in annual planning, QBRs, and GTM launches
Bring operational feasibility into partner program and incentive design
Support partner pipeline inspection and forecast roll-ups with Channel Sales leadership
Own the partner performance narrative leadership plans against
Work with Channel, Sales, Customer Success, Marketing, Finance, and Legal
Requirements
4+ years of relevant experience, with a substantial portion in channel or partner operations specifically
Hands-on Salesforce experience, including channel-relevant objects and relationships (Partner, Opportunity splits, lead source attribution) and reporting
Demonstrated ownership of channel program mechanics: deal registration, partner tiering, co-sell motions, referral fee structures, and margin / discount governance
Experience standing up or materially re-platforming a PRM tool or partner portal
Proven ability to operate in ambiguity and produce a defensible operating model
Ability to influence without authority across functions with competing incentives
Fluent use of AI tooling to streamline workflows, generate insights, and scale operational processes
Experience operating a partner channel across multiple regions, or during a market entry or M&A integration (strongly preferred)
High proficiency in Google Sheets or Excel for channel performance modeling and BI tools for partner contribution and attribution reporting (strongly preferred)
Experience with SalesLoft, ChiliPiper, Gong, and ZoomInfo (strongly preferred)
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