About CrucialPoint

CrucialPoint is a full-service retention marketing agency that helps high-growth brands build sustainable revenue through email, SMS, and lifecycle marketing. We partner with platforms such as Klaviyo, Braze, and Attentive, and work with brands that operate complex systems and require strategic retention.

As we continue to grow, we are ready to activate and organize our partner ecosystem. This role will establish clear processes, support partner relationships, and create structure that makes partnership initiatives repeatable, trackable, and valuable to the business.

About the Role

The Strategic Partnerships & Operations Lead is responsible for organizing, operationalizing, and supporting our partner relationships and initiatives. This role supports both internal clarity and external coordination — ensuring that our team knows when and how to leverage platform partnerships for revenue opportunities, co-marketing, and client outcomes.

This is a builder role. It requires someone who is organized, process-oriented, and comfortable supporting both relationship management and internal documentation. 

Key Responsibilities

Partnership Coordination & Follow-Up

• Track partner contacts, meeting notes, follow-ups, and action items
• Coordinate partner calls, meetings, and check-ins
• Maintain ClickUp/CRM documentation for partner activity and opportunities
• Support communication with partner platform teams when needed

Operational Support & Internal Organization

• Build and document workflows that clarify how our team should leverage partners
• Create simple templates and internal resources (checklists, scripts, one-pagers)
• Coordinate co-marketing logistics (case study formatting, event scheduling, asset collection)
• Maintain clarity around partner brand guidelines and positioning requirements

Support for Sales & Client Delivery

• Ensure referral processes and partner involvement are visible and usable by internal teams
• Track partner-influenced opportunities and assist in maintaining CRM hygiene
• Support leadership in identifying relevant partner contacts based on client needs
• Help ensure partner relationships are aligned with actual client outcomes

Reporting & Visibility

• Maintain partner activity tracking and quarterly overview
• Monitor outstanding partner follow-ups and opportunities
• Keep internal dashboards or reports updated with key partnership actions and metrics

Ideal Experience & Skill Set

• Experience managing communication, follow-ups, or relational workflows in a business setting
• Highly organized and able to maintain clear systems and documentation
• Comfortable coordinating calls, scheduling meetings, and supporting next steps
• Strong communication skills (written and verbal)
• Familiarity with lifecycle/email marketing platforms is a plus but not required
• Experience using ClickUp or similar tools preferred
• Ability to work autonomously and proactively

Time & Structure

• Up-to 20 hours per week
• Remote – US-based preferred
• Flexible scheduling, with occasional partner-facing call availability
• 1099 contractor structure

Compensation – 1099 (US-Based)

Hourly Range: $25–$35/hr
 

Final offer will depend on experience, clarity of communication, operational skill set, and ability to support future partner activation. There is structured room for growth if this role evolves into a larger partnerships function over time.

Success in the First 90 Days

• Partner contact tracking system is established and maintained
• Internal guidance documents created on how/when to leverage partners
• Key partner calls and follow-ups are organized and documented
• CRM/ClickUp tracking for partner opportunities is active
• Co-marketing or partner-facing initiative underway or scheduled
• Foundational support system is in place so leadership can build strategy