Associate Operations Analyst

New
São Paulo, Brazil (Remote)Full-TimeEntry
Salary not disclosed
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Job Details

Languages
English
Experience
0–2 years
Required Skills
SalesforceMicrosoft ExcelData entryGoogle Sheets

Requirements

  • Bachelor’s degree or equivalent practical experience.
  • 0–2 years of experience in operations, business support, administration, or a similar field.
  • Strong attention to detail and commitment to accuracy.
  • Ability to manage repetitive, process-driven tasks with consistency and efficiency.
  • Strong organizational and time management skills.
  • Clear written and verbal communication skills in English.
  • Exposure to SaaS, Professional Services, or project-based environments is preferred.
  • Familiarity with tools such as Salesforce or PSA platforms (e.g., Certinia/FinancialForce) is preferred.
  • Basic understanding of financial concepts (e.g., revenue, billing, project budgets) is preferred.
  • Experience working with Excel or Google Sheets is preferred.

Responsibilities

  • Convert closed opportunities into active projects within Salesforce and PSA systems.
  • Ensure project setup is accurate and aligned with financial requirements.
  • Review and generate quotes for standard service offerings using predefined templates.
  • Maintain data accuracy by updating records within Salesforce and related systems.
  • Manage queue-based requests within defined SLAs to reduce turnaround times.
  • Identify process inefficiencies and suggest improvements to workflows and automation.
  • Partner with Sales, Services Sales, and Delivery teams to clarify request inputs.
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