Site Activation Partner initiating clinical trials for ICON’s sponsor - dedicated research programs. Coordinating regulatory submissions, approvals, and study start - up documentation.
About the role
- Sr. Partner Delivery Coordinator tracking partner-led implementations for Planful’s financial performance management platform. Coordinating reporting, escalations, onboarding, certification, and cross-functional delivery operations.
Responsibilities
- Maintain the partner project tracker as the single source of truth for stage, health, ARR, milestone dates, and project age across active partner-led implementations
- Build and refresh recurring partner performance reporting
- Prepare materials for partner QBRs and internal pipeline and delivery reviews
- Flag data gaps and obtain accurate, timely updates
- Run regular project health checks and surface at-risk implementations
- Coordinate escalation responses, track mitigation actions to closure, and close the loop with stakeholders
- Track root causes and recurring failure patterns and feed them into enablement content and partner coaching
- Monitor adherence to Planful's implementation methodology and deliverable standards
- Collaborate on new partner onboarding and certification tracking
- Coordinate partner training sessions and office hours
- Serve as the day-to-day operational contact for partner delivery leads and project managers
- Coordinate with Professional Services, Sales, and Customer Success on methodology, resourcing, handoffs, scoping, partner assignment, and post-go-live transitions
- Translate between partner-side and Planful-side processes
- Contribute to process improvements in the partner delivery model
Requirements
- 3–5 years in partner enablement, professional services operations, project coordination or PMO, channel operations, or implementation delivery — ideally in B2B SaaS
- Demonstrated ownership of project tracking and reporting for a portfolio of concurrent projects
- Strong Excel and Google Sheets skills; comfortable building and maintaining reporting from imperfect source data
- Excellent written and verbal communication
- Proven ability to drive action across teams you don't manage, including with external organizations
- Highly organized and self-directed, with sound judgment about what needs escalating and what you can resolve
- Experience in the EPM, FP&A, CPM, or finance-technology space
- Familiarity with Salesforce, project management tooling (Smartsheet, Asana, Jira, or similar), and BI or reporting tools
- Background working with or inside systems integrators or consulting partners
- Exposure to enablement content development or partner certification programs
- PMP, CAPM, or equivalent project management coursework
Benefits
- 2 Volunteer days per year
- Birthday PTO
- Quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of Maternity/Paternity leave
- Generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings
- Home office setup
- Monthly wifi and cell phone reimbursements for all employees, in-office or remote
- Employee Resource Groups and support for creating new ERGs and communities
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