CS Operations Associate (SFDC & Tableau)

Job Description

As a Customer Success Business Operations Associate you will be responsible for supporting internal teams cross functionally with data entry and reconciliation, maintaining process and finding paths of improvements, and other administrative tasks. Your role will be multifaceted and support multiple elements of the user journey. As a startup, we are maturing our processes as we scale and grow rapidly. You will be responsible for taking a thoughtful approach and driving process improvement efforts around internal process documentation management and Salesforce management, and identifying opportunities to increase efficiency to help us execute flawlessly. You will also support our Sales and Marketing Operations teams to ensure CRM accuracy for forecast and utilization reporting purposes. Ok, youre sold, but what are we looking for in the perfect candidate? Presence and Communication: verbal communication skills both internally and externally with professionalism in person, and virtually. Adaptability: You thrive in a fast-moving organization that uses light-weight processes and cutting-edge technology to have a huge impact. High-Accountability: You can be counted on to consistently deliver high-quality work. Detail Oriented: You need a high degree of attention to small details along with the ability to quickly iterate on our SOP documentation. Data Entry: You have the ability to parse information from multiple sources, and accurately enter information into correct corresponding fields. Requirements: Strong written and verbal communication skills Ability to think critically, prioritize effectively and communicate expediently Creative problem solving skills Enthusiasm for enhancing and scaling processes Proficient in Microsoft Office & Google Suite Fantastic organizational skills and great follow through on tasks with attention to detail Growth mindset to learn new skills in a fast paced environment Preferred: Previous experience working in a start-up environment Familiarity with CRMs (e.g. Salesforce) Familiarity with Confluence and Tableau