Go Nimbly

Not gonna lie... still figuring this part out but pretty sure it includes lots of 'architect-y' buzzwords like instances, integrations, systems, territory modeling, roadmaps, sprints, release cycles, hyper-care, object modeling, lucid-charting, API awareness, database...ing, routing, workflows, problem solving, critical deadlines, impact analysis, cross-functional alignments, client-facing discovery, scope, requirements, user stories, scope creep, regular creeps, analysis, conceptual design, one on ones, popping into calls, certifications, using the phrase 'I don't know but let me check and get back to you', and other stuff like that. 

 But you can follow along with the adventure by subscribing to the podcast here: https://partneropspartner.buzzsprout.com/2173770

RevOps Architect

PartnerOps Partner

PartnerOps Partner is dedicated to raising awareness, capability, and support for the niche role of Partner Operations within SaaS industry. We achieve this by connecting professionals in the highly niche space of "Partner Operations" to one another through community, podcast, events, and networking. Learn more at the website - www.partneropspartner.com - and reach out to connect!

Host

Partner Foundations

Partner Foundations is an App-Exchange approved, Salesforce native solution for partner management that provides your partner team the underlying framework necessary for scalable ecosystem growth. 

Finally, Salesforce built with Partnerships in mind! 

With Partner Foundations, your partner team can accelerate their focus on growth and stop haggling over system headaches while your executive team can get the real-time insights they need to continue investment in your program. 

Reach out for more information or see our site and listing on the Salesforce App Exchange: www.partnerfoundations.com

Co-Founder

Samsara

Lead multiple high value projects impacting program operations including a complete overhaul on the core attribution model to support scalable growth for standard and exception programs. Types of projects included:
- CRM architectural overhaul to support multi-thread partner attribution and program management
- Salesforce Experience site cleanup including basic UI and User management capabilities 
- Deal Reg to ABM Data Alignment + Approvals workflow for Partner referrals
- Improving in-system visibility of existing business (Deal Reg, Leads, Opportunities, Contracts, etc.) within Deal Reg review process
- Subsidy program oversight + operational enhancements for in-system visibility and management of active program engagement and financial impact 
- Partner 'App' for centralizing PAM experience within CRM 
- Improved reporting around new architecture to support in-system visibility of performance based on Program, Partner and Partner contacts

Senior Program Manager, Partner Operations

Atlassian

Working cross-functionally to deliver an excellent partner experience through the lens of system architecture, design, and integration.

Senior Channel Business Operations Architect

6sense

All things Partner Ops nestled in the RevOps team with a heavy dotted line to the Partnership Org! 

So what am I doing? 

- Enhancing Partnership infrastructure within SFDC to provide reliable metrics for Partner Source and Partner Influence, including automatic calculations on estimated referral fees 
- Incorporating program management elements within SFDC to improve visibility and awareness of Partnerships overall
- Implementing a PRM to capitalize on Inbound Referrals, Directory and other features 
- Utilizing Spekit to enhance partnership stories on overlaps nestled right in Accounts and Opportunities
- Developing recruitment and sales rhythms for Partnership programs 
- Working on contract management for inbound recruitment to simplify documentation, agreements, and improve compliance

Manager, Partner Operations

M-Files

> Implemented standardized onboarding process for US Partners as Partner Sales Enablement Manager
>Brought Impartner PRM implementation online within 3 months of introduction to product following 4 month delay in realizing go-live
> Established core channel process for Lead and Opp management and maintained core process through multiple changes in core GTM strategy over the course of several years
> Re-architected overly complex custom PRM integration to standardized integration with zero end user downtime or interruption
> Implemented partner order support model to reduce delivery times from nearly 2 weeks to 2-3 days
> Implemented SFDC Forecasting to improve collection and visibility of global forecast numbers 
> Implemented SFDC Territories to support territory management and improve clarity of ownership
> Lead go-live communication strategy for global Adobe-Sign integration with core platform
> Transitioned checklist based onboarding to Talent LMS for global new hire onboarding support 
> Transitioned checklist based sales onboarding to Talent LMS for global new sales hire support 
> Since implementation of model, 100% OKR (or Rocks) realization for 6 consecutive quarters
> Developed Prospecting Guidelines to support existing tool stack and new hire orientation 
> Acted as support Admin and occasional vendor manager across entire RevOps tool stack, primarily focused on end user experience and strategic adoption within Sales (Impartner PRM, SFDC, 6Sense, Sales Navigator, Outreach, InsideView)
> Lead global redistribution and training of Sales Navigator with an overall in increase in Search and In-Mail adoption and acceptance rates

Lead Program Manager

Drive360 CRM (Closed)

> Reduced new client churn from 95% to 40% through onboarding, support, and product enhancements
> Improved time to cash by 15 days (25%) through onboarding enhancements (reduced from 60 to 45 days)
> Developed remote launch model to reduce initial onboarding costs for end customers, increasing market potential to smaller dealers and improving time-to-value for all
> Improved product management/delivery timelines and stabilized platform through implementation of Agile/Scrum methodologies as Certified Scrum Product Owner (CSPO)
> Implemented automated support model to support staff reductions while increasing increase overall support response time and bug repair
> Convinced primary investor to support 90-day cessation process (instead of 30-day) after uncovering significant financial crisis
> Developed and executed 90 day Cessation of Operations effort as Interim CEO, including transition of 20+ clients to new vendors and settling previously unknown vendor debts at 18% of stated value

9-Month Promotion Path: 
Implementation Manager > Director of Customer Service > VP of Operations

VP of Operations

Cloud Interview /iWorkZone (Acquired)

> Reworked business hosting agreement to reduce annual spend by $4k
> Developed platform user guides for Admins and Public Users
> Identified and prioritized 100+ bugs during intensive 30 day QA on supporting platform 
> Developed onboarding model for new corporate customers
> Developed onboarding model for new individual public users 
> Continuously support product development with identification and prioritization of bugs and features

In Dec of 2013, company shifted direction due to limited growth and, as the only full-time employee I was let go. Company was later acquired.

Business Manager

Riskonnect, Inc.

> Supported expansion of Tier 1 helpdesk from 50 to more than 150 clients within first 90 days of employment
> Reviewed/approved more than 1200 outdated internal articles on product solutions to streamline support efforts within first 6 months
> SFDC reporting SME supporting multiple internal initiatives for ticket reduction and case resolution
> Developed and managed new hire onboarding program for new hires within team 
> Managed ongoing case load of support tickets for Tier 1 issues while continuously supporting colleagues as local SME for core platform, data, and SFDC

Original employer, CS STARS LLC, was rebranded as Marsh Clearsight and the line of business tied to RMIS eventually sold off to Riskonnect. My contacts are now employed by Riskonnect.

Knowledge Manager

Loving All Things Partnerships Experience | I think therefore I often can’t sleep | Podcast: Behind the SaaS

Dragging Partnerships into the RevOps framework, one client at a time.

Aaron Howerton

★ Human-Centered Operations Leader, Instructional Design, Instructor, Author, Speaker, Education and Lifelong Learning Advocate. Dedicated to Advancing Women in Leadership ★

Short summary:
My work involves creating and delivering educational experiences to help people grow their careers and businesses using the lessons I learned from building an agency from the ground up as employee #1. I also create plans, processes, and programs such as a knowledge management program, an award-winning comprehensive employee onboarding program, and an award-winning referral partner program that generated 45% of company revenue. I am currently creating courses for Maven, Teachable, and HubSpot Academy. I am also writing a book on RevOps to combine a love of research, writing, and lifelong learning.


More context:
I spent several years learning executive leadership skills in my operations career at Remotish, a RevOps agency serving B2B SaaS companies using HubSpot, which also aligned with my purpose of advancing women in leadership (Remotish is women-owned-and-led).

I have very diverse career experience, which helps me see the big picture, quickly thinking many steps and scenarios ahead, while being detail-oriented. Creative problem-solving and clarity are my superpowers – I can generate surprising ideas with an unconventional perspective, and clearly explain the steps to make those ideas into reality. 

Career Journey: 
1. Graphic designer / art director, mostly magazines, with an art & journalism degree 
2. Photography piqued my interest while directing photoshoots, which led back to school 
3. Career 2 was a photographer and entrepreneur  
4. My favorite part of running the business was marketing, inspiring a career change
5. MBA in digital marketing to help my career move further and faster
6. Starting at Chief Martech Officer (Remotish) in a client-facing role that led to the fast track to management
7. Discovering part of what I was doing my whole career was Operations 
8. Creating educational content to help others learn these operations & career lessons faster than I did (internal training programs, on-demand and live cohort courses, templates, workbooks, and more)


Resources for finding your superpowers and purpose: 
1. howtofascinate.com (My advantages: prestige, innovation, and passion) 
2. 16personalities.com has an eerily accurate personality test (INTJ Architect) 
3. startwithwhy.com first helped me find “what” I enjoy: creating, improving, or discovering/exploring

Jen Bergren, MBA

This week's newsletter of learning resources is ready for you! 📨

Featuring content from:
Fiona Simpson
Samantha McKenna
Christopher Morris
Remy W.
Elena Dailly
Jane Serra
Inken Kuhlmann-Rhinow
Tina Lei
Mike Rizzo
Darrell Alfonso
Erica Lamberg
Jeff Ignacio
Colette Molteni
Jonathan Mendez
Richard Britton
Andrew Birmingham 🕵️‍♂️
Lauren Aquilino 💕 and Sydney Mulligan ☕️
Dan Tyre, Trygve Olsen, and Dave Meyer
Liz J. Simpson
Sari Hegewald and Michael Hartmann
and more!

Read and subscribe here: https://lnkd.in/g99x-kKv

#operations #ops #learning #learninganddevelopment #revops #strategy #communication #leadership #insights #crossfunctional #generalist

Open article: Weekly newsletter #147 by jenbergren.substack.com

At #MOpsApalooza, Marketing Ops Community leaders Mike Rizzo and Audrey Harze ✨ gave the opening remarks with a theme of MOps (marketing operations) Reloaded like the Matrix Reloaded movie.

We’re at a turning point.
AI is not an experiment, it’s an expectation.
But how SHOULD we use it responsibly?

Act 1: Welcome to the system
Slow down to see the system, code, & how to make it work.
AI without MOps is chaos.
AI with MOps can scale.
We're being asked to implement AI with no direction from execs.
Hype is everywhere, but adoption is messy.
More than seeing tools, we need to see the entire system.

Companies are reacting, not leading.
Without leadership, AI takes over like Agent Smith.
Without governance, the systems start to run the company instead of the company running the systems.
But AI isn’t the villain; the lack of leadership is.

Act 2: Seeing the System
Zooming out to influence strategy.
Zooming in to make it scale.

AI tools are coming down from the peak hype cycle of inflated expectations to the trough of disillusionment.
Zoom out by remembering the tech adoption chasm, the journey from hype to habit.
How do we get there?
Mapping it.
In every new tech wave there is a gap/chasm between innovators and others.
Marketing ops bridges that gap.
Turning potential into process.
Turning hype into habit where measurable value lives.

Act 3: The weight of connection
Every bridge has 2 connections, to balance, distribute the pressure, and hold the weight.
MOps is that bridge, connecting the vision of the business with the capabilities of technology.
We’re carrying and distributing the weight of people, systems, and processes that keeps the company flowing.
MOps makes what leadership imagines possible, so you can cross the chasm and reach the next stage or new lands.
You’re designing how it all works.

Success isn’t measured by pipeline anymore, its measured by progress.
We’re not support.
We’re architects of scale.
We’re not a revenue team.
We’re an infrastructure team that enables revenue at scale.
We’re not GTM engineers.
We’re GTM architects.
Every engineer needs an architect.

Act 4: You are the one(s)
We’ve seen this martech movie before, this is the sequel.
Companies buy first and plan later.
It’s what gave birth to MOps.
We’re at the same crossroads.
We can design what comes next.
Executives need people who understand systems end to end.
People who have seen martech explode over years.
You are the best person to prove the tech stack can achieve ROI.
Run the stack like a product.
MOps is the leadership companies need to write that next chapter.

Act 4.4: The human experience
AI can’t see around corners.
Only people can.
AI trains on public info.
It sees success stories.
It doesn’t see what didn’t work, the trial and error.
Only humans can apply it with integrity, nuance, and purpose.
AI doesn't change the game.
MOps does.
We don't adopt the future.
We design it.
By building the bridge that every business needs.

#MOPZA #MOPZA25

Jen Bergren, MBA, M.Ed.

Thank you to Patti M. Wilson (Myers) for this wonderful testimonial for my #documentation courses! ☺️ ❤️  It was a pleasure to chat with you in class!

Maven is running a sale this week on all my live classes - 25% off!

If you want to start 2026 with a system and support to prioritize, write, maintain, and adopt your process documentation, or simply improve your existing writing and other documentation skills, enroll today and save!

Find the full course and both workshops here: https://lnkd.in/g4d44D4b

taplio

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Aaron Howerton

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