Partner with functional leads to help design and improve processes, workflows, and tools that support scalable operations and evolving user needs.
Document complex business processes, requirements, wireframes, and specifications. Uncover opportunities for improvement.
Develop and prepare insightful reporting and data insights for the Client Advisory Services team and leadership using tools such as Tableau and Snowflake.
Recognize the need to enhance essential operational and analytical dashboards, and define the requirements to enhance them as business needs evolve.
Consult with business stakeholders and data engineering counterparts to determine the best analytical approaches to drive actionable insights, including information gathering and the development of tools to measure success.
Help design and improve processes, workflows and manage post-sales tools that support scalable operations.
Support planning and quarterly business reviews with reliable and timely analysis.
Continuously improve reporting automation, data quality, and analytical frameworks as business needs evolve.

Bachelor’s degree in Business Administration, Finance, Mathematics, or similar quantitative field
3+ years of sales or post sales / professional services operations experience working, ideally in the software / SaaS industry and/or management consulting
Exposure to CRM systems (Salesforce), CS platforms (Gainsight), Professional Services tools (RocketLane), and data warehouses (Snowflake)
3+ years of technical experience performing data analysis and driving insights through visualization tools such as Tableau or PowerBI
Strong analytical skills with proficiency in SQL.
2+ years of experience and proficiency in Excel skills or GSheet, with ability to use VLookup, XLookup, nested statements and pivot tables
Affinity for defining strategic and scalable processes
Ability to work cross-functionally to understand business requirements and translate them to effective use of applications
Strong critical thinking skills and ability to break down ambiguous problems into concrete, manageable components to think through and effectively communicate solutions
Strong communication and interpersonal skills; organized and able to multitask between multiple tasks/customer situations simultaneously
Analytical and problem-solving skills to frame key strategic questions and structure and execute the analysis from complex data sets to answer those questions

Customer Operations and Analytics Manager

Key skills