Partner with Customer Success leadership to support business planning, execution, and performance management.
Develop and maintain recurring KPI reporting, dashboards, and business review materials.
Build capacity models and analyze trends to support workforce and operating decisions.
Support annual planning processes, including goal setting, forecasting inputs, and prioritization.
Create and maintain dashboards in tools such as Tableau, Salesforce, or Power BI.
Analyze business performance data and translate findings into clear recommendations for leaders.
Support strategic initiatives by coordinating deliverables, tracking progress, and surfacing risks or dependencies.
Prepare executive-facing materials that summarize performance, insights, and action items.
Collaborate with cross-functional partners to resolve operational issues and align on next steps.
Apply AI tools thoughtfully to streamline reporting, improve analysis, evaluate new capabilities, and help others use them effectively when appropriate.

Bachelor’s degree in business, finance, operations, analytics, or a related field or equivalent practical experience
4+ years of experience in business operations, business analysis, customer success operations, consulting, finance, or a related field
Experience supporting KPI reporting, business reviews, planning, forecasting, or capacity modeling
Experience building dashboards or reports in Tableau, Salesforce, Power BI, or similar tools
Strong analytical skills with the ability to interpret data, identify trends, and communicate insights clearly
Experience working with executive-level stakeholders and cross-functional teams
Demonstrated ability to manage multiple priorities, dependencies, and deadlines in a fast-paced environment
Experience supporting strategic initiatives or process improvement efforts preferred
Experience using AI tools to enhance productivity, analysis, or workflow efficiency preferred

Senior Business Operations Associate

Key skills