Job description

Alogent is the market leader in providing solutions for deposit automation to some of the largest banks in the world. With over 20 years’ experience in providing the technology, support, and expertise to overcome business challenges in premier financial institutions everywhere such as reliability, efficiency, and quality. Our partnership-based approach to working through business issues has been recognized by our clients and partners through maintaining long-term relationships as their business needs evolve. Alogent continues to forge ahead through the creation of specialized technologies and services that utilize imaging and automation to achieve proven results. Our goal is to be the premier financial technology partner to institutions everywhere. The company is headquartered in Peachtree Corners, GA, with regional teams across the United States. JOB SUMMARY: As a Partner Operations Analyst, you will help grow and strengthen Alogent’s partner channel through data analysis, partner sales enablement, and reliable partner revenue operations. You will analyze partner performance and pipeline trends, develop dashboards and business recommendations, train and support reseller and referral partners, and coordinate the operational activities required to convert partner opportunities into revenue. Success in this role means balancing recurring partner analytics and reporting, partner revenue operations, and sales enablement projects. Priorities may shift based on partner activity and business needs. This role reports directly to the VP, Business Development. This position is located in our Peachtree Corners, GA, headquarters. This is a hybrid role and will require a minimum of 4 days in the office, with a preference for candidates who can work full-time from the office. Additional days in office may be required based on operational needs. Important Note: Authorized to work in the U.S. is a precondition of employment as we are unable to sponsor applicants for work visas. KEY RESPONSIBILITIES: Strategic Business Analysis Analyze partner performance, pipeline trends, and revenue metrics to identify opportunities for partner revenue growth and market expansion. Conduct quantitative and qualitative analysis and provide recommendations to the VP, Business Development in support of partner recruitment, onboarding, and retention. Develop partner dashboards, partner performance KPIs, and operational reporting frameworks that provide visibility into partnership health and business impact. Regularly present insights, dashboards, and recommendations to the VP, Business Development, company leaders, and cross-functional stakeholders in Product, Marketing, Accounting, Sales, Operations, and Support. Go-to-Market & Training Develop partner sales collateral and training materials covering Alogent’s value proposition, prospect qualification, sales messaging, and new product capabilities. Coordinate product demos between partners and product teams in support of partner sales. Evaluate partner Go-to-Market programs, processes, and workflows and recommend improvements to internal teams and external partners that support growth, efficiency, scalability, and consistent execution. Gather and analyze partner and client feedback on sales collateral, product capabilities, and processes to identify best practices, emerging needs, and improvement opportunities. Operational Excellence Accurately and reliably complete time-sensitive partner revenue operations, including purchase order entry and cancellations, license coordination, and related partner communications. Coordinate cross-functional partner processes and recommend improvements that increase accuracy, efficiency, scalability, and accountability. The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities. REQUIRED QUALIFICATIONS: 2–4 years of experience working as a business, operations, or financial analyst, ideally in the financial services industry. Ability to analyze and interpret data, identify relevant trends, develop actionable recommendations, and clearly present findings related to partner growth and operational performance. Advanced proficiency in Microsoft Excel is essential, including PivotTables, VLOOKUP or XLOOKUP, INDEX/MATCH, IF and related logical functions, conditional formatting, data validation, data cleansing, charting and the ability to maintain data integrity across spreadsheets. Advanced proficiency in Microsoft Office tools including PowerPoint and Word. Ability to use Microsoft 365 Copilot responsibly to support research, summarize information, improve analysis, and accelerate the preparation of business materials. Experience entering, maintaining, analyzing, or reporting on account, opportunity, and pipeline data in Salesforce or a comparable CRM platform. Ability to work independently in a fast-paced environment. Detail-oriented and highly organized with the ability to multitask, manage priorities, and consistently follow work through to completion. Demonstrated initiative, personal accountability, and motivation to achieve individual and departmental goals. Excellent writing, communication, and interpersonal skills. Ability to travel up to 10%. P R EFERRED QUALIFICATIONS: Understanding of the financial services industry and market landscape, including the ability to assess how changing market conditions affect financial institutions, technology providers, and channel partners Familiarity with technology used in bank and credit union operating environments, including core processing, digital banking, deposit automation, payments, or related financial-technology platforms Direct experience using Salesforce for account, opportunity, pipeline, and reporting activities Experience working in a SaaS company Working Conditions : Must be able to work with possible distractions in the work environment May require sitting, standing, or being on phone calls for long periods of time Ability to travel when required Benefits: Competitive benefits including medical, dental, vision, life, disability, Employee Assistance Program, Flexible Spending Account, Group Accident, Critical Illness, Pet Insurance, Identity Protection Program and long-term care Excellent 401(k) plan with company match Paid time off (PTO) and Holidays Paid voluntary time off (VTO) day Wellness programs Monthly educational sessions for employees A knowledgeable, high-achieving, experienced, and fun team A diverse work atmosphere Employee Polygraph Protection Act Equal Employment Opportunity Family and Medical Leave Act Notice To Third-Party Agencies: Alogent does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Alogent. Alogent will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person, or entity. Alogent is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, or any other characteristic protected by federal, state or local laws.

Requirements

Must-haves

The company is headquartered in Peachtree Corners, GA, with regional teams across the United States.
Important Note: Authorized to work in the U.S. is a precondition of employment as we are unable to sponsor applicants for work visas.
Strategic Business Analysis
Analyze partner performance, pipeline trends, and revenue metrics to identify opportunities for partner revenue growth and market expansion.
Conduct quantitative and qualitative analysis and provide recommendations to the VP, Business Development in support of partner recruitment, onboarding, and retention.
Develop partner dashboards, partner performance KPIs, and operational reporting frameworks that provide visibility into partnership health and business impact.
Regularly present insights, dashboards, and recommendations to the VP, Business Development, company leaders, and cross-functional stakeholders in Product, Marketing, Accounting, Sales, Operations, and Support.
Go-to-Market & Training
Develop partner sales collateral and training materials covering Alogent’s value proposition, prospect qualification, sales messaging, and new product capabilities.
Coordinate product demos between partners and product teams in support of partner sales.
Evaluate partner Go-to-Market programs, processes, and workflows and recommend improvements to internal teams and external partners that support growth, efficiency, scalability, and consistent execution.
Gather and analyze partner and client feedback on sales collateral, product capabilities, and processes to identify best practices, emerging needs, and improvement opportunities.
Operational Excellence
Accurately and reliably complete time-sensitive partner revenue operations, including purchase order entry and cancellations, license coordination, and related partner communications.
Coordinate cross-functional partner processes and recommend improvements that increase accuracy, efficiency, scalability, and accountability.
The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.
2–4 years of experience working as a business, operations, or financial analyst, ideally in the financial services industry.
Ability to analyze and interpret data, identify relevant trends, develop actionable recommendations, and clearly present findings related to partner growth and operational performance.
Advanced proficiency in Microsoft Office tools including PowerPoint and Word.
Ability to use Microsoft 365 Copilot responsibly to support research, summarize information, improve analysis, and accelerate the preparation of business materials.
Experience entering, maintaining, analyzing, or reporting on account, opportunity, and pipeline data in Salesforce or a comparable CRM platform.
Ability to work independently in a fast-paced environment.
Detail-oriented and highly organized with the ability to multitask, manage priorities, and consistently follow work through to completion.
Demonstrated initiative, personal accountability, and motivation to achieve individual and departmental goals.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: bamboohr
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Paid Time Off

Wellness