Partner operations manager
Channel program director
Partner enablement lead
Alliances manager
Revenue operations director
Partner compliance coordinator
This process is used when a channel partner applies for or is being evaluated for certification within the organization’s partner program, or when an existing certified partner is due for recertification. It applies when the partner must complete product training, technical assessments, business planning requirements, and compliance attestations before being authorized at a specific certification tier. It is common when partner operations, training, sales, and the partner must coordinate across multiple requirements with varying completion timelines. Ideal for technology companies, SaaS providers, manufacturers, financial services firms, and any organization operating a structured channel partner program.
The channel partner certification process typically involves partner operations coordinators who manage the certification workflow and requirements tracking, partner enablement or training teams who deliver and assess training, the partner organization’s designated contacts who complete requirements, program managers who define certification criteria and tier requirements, and partner compliance staff who verify ongoing eligibility.
Qualified channel partners who have demonstrated the knowledge and capability required to represent the organization’s products or services. Consistent certification standards applied across all partners regardless of geography, size, or relationship tenure. Faster partner activation by managing all certification requirements in a coordinated workflow rather than through fragmented email and manual tracking. Maintained certification compliance through proactive recertification tracking and renewal management. Program visibility with real-time reporting on partner certification status, pipeline, and upcoming recertifications.
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo’s flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Certification application and eligibility review
The process begins when a partner applies for certification or is nominated for a certification tier. Partner operations reviews the partner’s eligibility based on criteria such as partnership agreement status, business volume, geographic presence, and prior performance. An AI Agent can assist by checking the partner’s profile against tier requirements and identifying any prerequisite gaps.
Training and assessment requirements
The partner is assigned the required training curriculum, which may include product training, technical certification exams, sales methodology courses, and implementation readiness assessments. The partner’s designated contacts complete the training and pass required assessments. An AI Agent may track completion progress across all assigned courses and flag individuals who are behind schedule.
Business and compliance requirements
In addition to training, the partner may need to complete business requirements such as a joint business plan, customer reference submissions, compliance attestations, and insurance or legal documentation. These requirements are collected and reviewed by partner operations.
Certification review and approval
Once all requirements are completed, partner operations assembles the certification file and reviews it for completeness. The file is presented to the program manager or certification committee for approval. If requirements are not fully met, the partner is notified of outstanding items.
Certification award and communication
Upon approval, the partner is awarded the certification tier. The partner receives certification documentation, updated program benefits, and any associated marketing or listing privileges. The certification and its expiration date are recorded in the partner management system.
Recertification and ongoing compliance
At defined intervals, the partner’s certification is reviewed for ongoing compliance with program requirements. Recertification may require updated training, renewed business commitments, and continued performance against program metrics. The recertification workflow is triggered before the certification expires.
This process commonly relies on inputs such as the partner’s profile, training completion records, assessment scores, business plan submissions, compliance attestations, and program eligibility criteria. It may be triggered by a partner application, a program milestone, or the recertification calendar. Connected systems often include partner relationship management (PRM) platforms like Salesforce PRM or Impartner, learning management systems, and CRM platforms for partner performance data.
Key decision points include whether the partner meets the eligibility criteria for the requested certification tier, whether all training and assessment requirements have been completed and passed, whether the business and compliance requirements are satisfied, and whether ongoing performance and compliance support recertification at the next review cycle.
Training requirements not completed by the partner’s deadline because individual contributors were not tracked against the curriculum. Assessment failures not followed up with remediation paths, leaving the partner stuck in the certification pipeline. Business requirements collected but not reviewed, creating a bottleneck at the approval stage. Certification expirations not tracked, allowing certified partners to operate beyond their certification validity without recertification. Program criteria changes not communicated to partners in the certification pipeline, creating confusion about requirements.
Orchestrates channel partner certification from application through approval and recertification across partner operations, training, the partner, and program management in a single coordinated flow.
Engages partner contacts within the workflow for training assignments, document submissions, and certification communication, keeping all interactions tracked.
AI Agents track training completion and assessment progress across all partner contacts, flagging individuals behind schedule and identifying outstanding requirements.
Manages parallel certification tracks so training, business, and compliance requirements proceed concurrently rather than sequentially.
Connects to PRM, LMS, and CRM platforms like Salesforce, Impartner, and learning systems so partner data, training records, and certification status are synchronized.
Tracks recertification schedules and triggers renewal workflows before certification expires, ensuring ongoing partner program compliance.
