Sr. Customer Operations Analyst

Skills
AdministrationAdoptionCustomer Relationship ManagementData IntegrityGo-To-Market StrategyMapsProduct Lifecycle Management
Role

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