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Partner management
Merchant operations
Keep organisations, sellers, submissions, territories, access and commercial arrangements connected, so channel growth does not weaken operational control.
Part of Account Management
Manage partner organisations, sellers, territories, submissions, access and commercial arrangements.
01
One accountable merchant record
02
Fewer operational hand-offs
03
Faster answers for merchants and partners
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Partner and seller organisation structures
02
Territories, ownership and submission attribution
03
Role-based access and self-service
04
Commission arrangements and performance reporting
Built for day-to-day operations
Keep partner management activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current partner management process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Account managers
Merchant service teams
Partner managers
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Partner management works with the same merchant, partner, communication and reporting records used across account management and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value partner management journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Account Management
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.