CX Strategy & Operations Senior Analyst
New
Work from home with a remote-first communityFull-TimeSenior
SalaryTier 1: $103,000.00 - $120,000.00; Tier 2: $88,500.00 - $110,600.00
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Job Details
- Experience
- 3-5 years
- Required Skills
- SalesforceJiraMicrosoft ExcelGoogle SheetsZendesk
Requirements
- 3-5 years of experience in Customer Success Operations, Technical Operations, or Revenue Operations in a SaaS or enterprise technology company.
- Hands-on experience administering or utilizing Salesforce (SFDC), Zendesk, and Jira.
- Proven track record acting as a liaison between technical teams and customer-facing teams.
- Strong proficiency in Excel or Google Sheets for data tracking and financial reconciliation.
- Experience handling financial data or SOW structures.
- Competence in managing Root Cause Analysis loops and creating documentation.
- Ability to automate, document, and improve processes as a process architect.
- High attention to detail and ability to maintain accuracy in account assignments and SOWs.
- Strong bias for action and ability to prioritize disparate requests without constant oversight.
- Experience with or passion for AI tools to automate workflows.
Responsibilities
- Oversee the general ticket escalation path for the CX team.
- Manage and optimize the intake and fulfillment process for customer environment requests.
- Translate strategy into operations for Customer Advocacy workgroups.
- Administer internal CX requests across tools like Jira, Zendesk, and Conduqtor.
- Facilitate the bi-monthly Technical Advisory Services request cycle.
- Maintain account assignment data hygiene in Salesforce and Zendesk.
- Own the operational workflow for provisioning and managing customer vanity URLs.
- Facilitate the refinement and publication of Root Cause Analysis documentation.
- Track and drive follow-ups regarding churn indicators and environment gaps.
- Perform monthly reconciliations of Statements of Work and logged technical hours.
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