Our client is a fast-growing global software company providing connected solutions for modern product sellers. Their platform helps businesses manage inventory, automate workflows, and sell across multiple channels with confidence and scale.
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:
● Audit and clean Customer Operations tools data (ZenDesk, PowerBI, ChurnZero, Salesforce, GuideCX) including picklist migrations, field cleanup, and duplicate resolution.
● Execute end-of-quarter CRM health checks, ensuring accounts, contacts, and leads are properly aligned.
● Perform data QA on imports, uploads, and automations to minimize risk of corruption.
Workflow & Process QA:
● Act as QA partner for workflows, reports, and automations built by Customer Operations leads.
● Document new & existing processes, ensuring SOPs are clear, reliable and repeatable.
● Provide structured feedback to improve efficiency of automation and manual processes.
Team Support & Mentorship:
● Provide guidance and oversight to Customer Operations Associate handling ticket-based tasks.
● Escalate issues from junior team members to Customer Operations leadership with context and proposed solutions.
● Help identify training gaps and support onboarding for new offshore staff.
Requirements:
● 2–4 years’ experience in business operations, Salesforce administration, or analytics support.
● Strong proficiency in PowerBI reporting and dashboards.
● Solid understanding of data quality management and governance best practices.
● Proficiency in Excel / Google Sheets with ability to manipulate large data sets.
● Strong documentation and process mindset.
● English Level: Advanced (+C1) is mandatory.
Nice to have:
● Basic Salesforce admin-level skills (workflows, permissions, picklist management).
● Exposure to Zendesk, ChurnZero, GuideCX, Pendo, or similar SaaS platforms.
● Intermediate SQL experience for complex data pulls and data validation across Salesforce, PowerBI, and customer systems.
● Experience in QA or UAT testing environments.
● Ability to collaborate with distributed teams and communicate with stakeholders in different geographies.
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