Role Overview
The Strategic Operations Manager - Partnerships at Relay in Boston, MA is a critical role designed to support the Partner Sales team and empower accounting and bookkeeping professionals to better serve their SMB clients. This full-time position suits an experienced systems thinker who thrives on building scalable systems, simplifying complexity, and equipping others with the tools to win.
Key Responsibilities
Channel Strategy & Planning: Own the revenue planning process for the accounting and bookkeeping sales channel, including annual planning, quota design, territory modeling, and headcount forecasting, while developing go-to-market frameworks and presenting data-backed recommendations to senior leadership.
Sales Process & Enablement: Design, document, and continuously improve the end-to-end sales process for channel reps from prospecting through close, partner with Sales Enablement on playbooks and training, lead pipeline management best practices, and optimize the partner onboarding journey.
Analytics & Reporting: Build and maintain dashboards for real-time visibility into channel health, conduct deep-dive analyses on funnel conversion and churn risk, establish KPIs such as ARR and MRR growth, and design partner-facing dashboards for incentive tracking.
Systems & Tooling: Administer and optimize CRM workflows and data hygiene across platforms like Salesforce and HubSpot, evaluate prospecting tools, and maintain data integrity across all reporting systems.
Cross-Fertilization and Collaboration: Act as the primary RevOps liaison to the channel sales team, partner with Marketing on demand generation, collaborate with Finance on revenue forecasting, and work with Product and Customer Success to surface partner feedback.
Requirements
Bring 4+ years of experience in sales or partner enablement, partnerships, consulting, strategy and business operations, sales operations, or other sales channel-facing roles.
Act as a systems thinker focused on execution, taking ideas from concept to launch and scaling them effectively.
Possess strong analytical skills capable of turning complex data sets into clear, actionable insights.
Demonstrate proficiency with CRM platforms including Salesforce and HubSpot, alongside BI and reporting tools like Metabase, Tableau, or Looker.
Excel as a strong communicator who thrives in cross-functional environments and translates complexity into clarity.
Show curiosity about how AI and technology can improve workflows to make partner enablement more scalable and intelligent.
Nice to Have
Experience working with accounting firms, GTM partner programs, or B2B software ecosystems.
Experience building RevOps infrastructure from the ground up or scaling operations in high-growth environments.
Familiarity with data infrastructure and analytics tools such as dbt, BigQuery, Snowflake, and Metabase.
Experience working directly with AI agents, LLM-based applications, or prompt engineering in a production environment.
Background supporting a PLG and sales-assisted hybrid GTM motion.
Experience in fintech or SMB-focused SaaS environments, or working with North American SMBs.
Skills and Tools
LLM
Snowflake
dbt
Salesforce
HubSpot
Tableau
Looker
Metabase
Salary and Benefits
The annual salary range for this role is $130,500 USD to $166,750 USD, with a typical starting salary of $145,000 USD for candidates demonstrating full readiness.
Offers below the typical starting point reflect candidates who can grow into the full scope with support, while offers above reflect impact that exceeds expectations or expanded scope from day one.
About the Company
Relay is a digital banking platform providing self-made business owners with tools to gain clarity, confidence, and control over every dollar earned. By replacing financial guesswork with real visibility, Relay transforms cash flow into a clear signal that helps owners run stronger, more resilient businesses.
How to Apply
Interested candidates should apply directly on the official Relay careers page.
