Job Description
What we're looking for
The
Customer Operations Analyst
plays a critical role in bridging tactical execution with analytical and reporting needs. This role ensures data integrity, builds foundational reporting, and provides QA support for workflows and automations designed by the Ops leadership team. Acting as a junior analyst and systems operator, this person will scale the capacity of Customer Operations leaders by delivering accurate, well-structured data and baseline insights.
Responsibilities
Reporting & Analytics Support
- Build
baseline Salesforce reports and dashboards
to provide visibility into pipeline, accounts, renewals, and CS metrics.
- Develop
report templates
and first-draft analyses for review by Customer Operations leadership.
- Support
ad-hoc data pulls
for Customer Success, Support, Onboarding, Sales, Solution Architects and Finance teams.
Data Quality & Governance
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