Professional Services Operations Analyst - Remote

Overview

As a CX Operations Analyst, you will serve as a trusted business partner to the Professional Services and Solutions teams as well as senior leadership. Your role will involve driving scalability and efficiency in key business processes, supporting the operating rhythm of the departments, and providing insightful analysis on the health of the business.

In Short

• Implement and improve workflows to enhance productivity and consistency throughout customer journey.
• Streamline the services quote review, approval, and Statement of Work processes.
• Facilitate resource assignment, project setup, and initiation workflows.
• Ensure timeliness and accuracy of opportunity, project, and account data updates.
• Create, maintain, and update comprehensive documentation related to standard operating procedures.
• Build and maintain reports and dashboards in Salesforce, ClickUp, and Tableau.
• Generate reports and conduct ad hoc analyses on financial, operational, and customer metrics.
• Support department-level weekly forecasting for new business, expansions, and renewals.
• Represent the Professional Services and Solutions department goals in cross-functional projects.
• Manage assigned projects from start to finish, ensuring successful outcomes.

Requirements

• Minimum 3-5 years of experience in an Operations or similar role.
• Strong understanding of SaaS business model and related metrics.
• Expertise in data management and reporting solutions.
• Experience in rolling out business process improvements.
• Skilled at collaborating cross-functionally with stakeholders.
• Ability to manage multiple tasks independently.
• Strong organizational skills with the ability to assess priorities.
• Excellent oral and written communication skills.
• Proven track record of managing a variety of projects.
• Experience with ClickUp or other project management tools is highly desirable.

Benefits

• Join a rapidly expanding global presence.
• Be part of a company recognized for innovation and productivity.
• Opportunity to help millions of users be more productive.
• Work in a values-driven company that supports employee growth.
• Dynamic role with a focus on operational excellence.