About the Company

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 were looking for

We are seeking an Operations Analyst (Mid-Level) who can bridge tactical execution with analytical and reporting needs. This role is responsible for ensuring data integrity, building foundational reporting, and providing QA support for workflows and automations designed by the Ops leadership team. Acting as a junior analyst and systems operator, this person will help expand the capacity of Sales Ops and CS Ops 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 Ops leaders.

• Support ad-hoc data pulls for Sales, CS, and Finance teams.

Data Quality & Governance

• Audit and clean Salesforce and CS tools data, 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 Ops leads.

• Document new processes, ensuring SOPs are clear and repeatable.

• Provide structured feedback to improve efficiency of automation and manual processes.

Team Support & Mentorship

• Provide guidance and oversight to junior associates handling ticket-based tasks.

• Escalate issues from junior team members to Ops leadership with context and proposed solutions.

• Help identify training gaps and support onboarding for new offshore staff.

  
  

Job Skills & Qualifications

Required

• 34 years experience in business operations, Salesforce administration, or analytics support.

• Strong proficiency in Salesforce 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.

Nice to have

• Basic Salesforce admin-level skills (workflows, permissions, picklist management).

• Exposure to Zendesk, ChurnZero, GuideCX, Pendo, or similar SaaS platforms.

• Experience in QA or UAT testing environments.

• Ability to collaborate with distributed teams and communicate with stakeholders in different geographies.

Others

• English Level: Upper Intermediate (+B2) is mandatory.

Success Measures

• Accuracy and adoption of reports and dashboards created.

• Successful completion of data audits with minimal errors.

• Documented SOPs that are clear, repeatable, and reduce ambiguity.

• Positive feedback from Ops leaders on the quality of QA and reporting support.

• Contribution to reducing the time spent by the onshore team on repetitive tasks.