Account Management Operations Analyst - Remote

Overview

The Account Management Operations Analyst position focuses on implementing and managing automations and technological tools to support the Account Management operations at HighLevel, a cloud-based marketing and sales platform.

In Short

• Implement and manage automations for Account Management.
• Analyze data to drive operational improvements.
• Support change management initiatives.
• Collaborate with various teams for strategic AM initiatives.
• Develop performance dashboards for strategic decision-making.
• Optimize workflows within HighLevel CRM.
• Provide training and onboarding support for new team members.
• Utilize project management tools for efficiency.
• Leverage data analysis tools for performance insights.
• Ensure effective communication across teams.

Requirements

• Bachelor's degree or equivalent experience in Operations or Account Management.
• 3 to 5 years of experience in operations or project management.
• Proficiency in project management and CRM tools.
• Strong data analysis skills with tools like Pendo and Tableau.
• Experience in optimizing workflows and automating processes.
• Advanced skills in Excel/Google Sheets.
• Excellent communication skills.
• Detail-oriented with strong organizational skills.
• Familiarity with AI tools, CSS, HTML, and APIs is a plus.

Benefits

• Remote work flexibility.
• Strong company culture that fosters creativity.
• Opportunities for professional growth.
• Supportive team environment.
• Work-life balance initiatives.