Sr. Customer Operations Analyst
Skills
AdministrationAdoptionCustomer Relationship ManagementData IntegrityGo-To-Market StrategyMapsProduct Lifecycle Management
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2–4+ years in Customer Success Operations Customer Operations Account Management Operations or Renewal Operations
- Hands-on HubSpot administration including workflows automation custom properties lifecycle stages and reporting
- Experience with customer health scoring segmentation or lifecycle management
- Strong understanding of NRR GRR and logo retention
- Experience building dashboards reporting and operational processes
- Experience creating SOPs documentation and governance
- Comfortable using AI and automation tools to improve efficiency
- Excellent written communication skills and strong attention to detail
Nice to have
- Analytical
- Detail-oriented
- Cross-functional
- Process-minded
- Systems thinker
- Ownership-driven
Day to day
- Own and improve the operational systems that support customer health renewals retention and forecasting
- Build scalable workflows automations and governance across HubSpot PandaDoc and connected tools
- Create trusted dashboards SOPs and reporting that improve visibility and consistency across the customer organization
- Partner cross-functionally with Account Management Revenue Operations Finance and Product to turn lifecycle strategy into execution
