Customer Operations Analyst
Career Techniques
You’ll build and maintain the infrastructure that our customer experience teams depend on: the CRM workflows, the dashboards, the business review materials, and the operational playbooks that keep us aligned and accountable to our customers. In an environment where infrastructure complexity is high and customer expectations are higher, your work directly impacts how well we scale our customer experience without sacrificing quality. What You’ll Do Serve as the operational backbone for our core customer operations stack, including Monday.com (CRM and workflow management), Jira (issue tracking and escalation workflows), and our customer-facing dashboards. Design and maintain workflows, automations, and data structures that give the Customer Experience team real-time visibility into account health, open issues, and engagement status. Be a driver of data hygiene and process consistency across all platforms – you will build and manage dashboards and create reports that drive decisions. Support our Technical Account Managers by preparing Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) for our customer accounts, including data gathering, SLA tracking, and producing decks and documentation. Build and maintain standardized reporting templates that can be customized per customer. Track and report on key customer health indicators including SLA performance. Coordinate customer feedback programs including NPS and CSAT surveys, and synthesize results into actionable insights for the team. What We’re Looking For 3–5 years of experience in Customer Operations, Revenue Operations, or a similar function within a B2B SaaS, cloud infrastructure, or technical services environment. Hands‑on experience administering CRM or project management tools (Monday.com experience strongly preferred; Salesforce, HubSpot, or equivalent is a plus). Proficiency with Jira or similar ticketing systems, including workflow configuration and reporting. Strong analytical skills - you’re comfortable building reports, interpreting utilization and support data, and turning numbers into a coherent story. Experience owning or contributing to QBR/MBR preparation, ideally in a technical or infrastructure‑adjacent context. Exceptional organizational skills and an unusually high bar for accuracy. You catch the things others miss. Ability to work across technical and non‑technical stakeholders - you don’t need to be an infrastructure engineer, but you need to be comfortable in rooms with them. A bias toward building systems and documentation, not just completing tasks. #J-18808-Ljbffr Career Techniques
$65k - $80k
...individuals on high-performance teams? Join WWT today! What is the Customer Experience Team and why join? WWT's Customer Experience (... .... What will you be doing? As the Customer Experience Operations Analyst, your key areas of focus will be: Gainsight...SuggestedFull timeContract workWork experience placementFlexible hoursShift work$85k - $110k
...Operations Analyst Company Overview: Causeway Capital Management LLC provides equity investment management services to institutional clients worldwide, including pension plans, sovereign wealth funds, public retirement systems, endowments, foundations, mutual funds, and...SuggestedLocal areaRemote workWorldwideFlexible hours- ...Technologies in Dallas, TX is seeking a Managed Services Analyst I to provide fuel inventory management, accounting, and customer support for outsourced fuel solutions. You will handle A/P to A/R tasks within fuel operations, leveraging Excel and data processing to ensure...SuggestedNight shiftWeekend work
- Our Client, a Global Finanical Services Firm, is seeking an Alternative Operations Analyst in their Dallas, TX location. Position Overview We are seeking multiple Alternative Operations Analysts to support the operational lifecycle of debt and private equity investments...Suggested
- ...Goldman Sachs Partner Family Office in Dallas is seeking a Client Analyst to support advisory teams by organizing client meetings,... ...service delivery, manage DocuSign requests, and coordinate key operational tasks while maintaining strict compliance with firm policies....SuggestedWork at office
$21.63 per hour
Job Title: AWM - Operations - Ayco Strategic - Analyst Location: Irving , TX Contract Duration: 6 Months (with optional 6-month extension) Pay Rate... ...fast-paced environment. Key Responsibilities Handle customer calls and provide accurate and satisfactory responses...Hourly payContract workWork at office- Goldman Sachs in Richardson, TX seeks a communications operations professional to support Marcus Savings marketing, servicing and regulatory communications. You will manage deployment of customer communications (direct mail and email), build workflows, test campaigns and...
- ...AWM Operations Client Support Analyst Paladin Consulting is currently hiring an AWM Operations Client Support Analyst to join our team working... ...s degree Job Description & Responsibilities: Take customer calls and provide accurate, satisfactory answers to their...Contract workCurrently hiringFlexible hours
- ...amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy....Full timeWork at officeWork from home
- Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide... ...automate our businesses.Asset Management Operations provides customized service to our clients and enable our business to grow the...Work experience placement
- ...Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...Savings business. The candidate will be responsible for the operations and deployment of new customer communications (direct mail and...Work experience placement
$81.2k
...Legal Operations AnalystAs a Legal Operations Analyst supporting the Legal, Labor, and Government Affairs Teams, you'll conduct analysis, manage initiatives, and solve business challenges that support informed decision-making across the department. Working at the intersection...- ...class team and culture and contribute to our core mission which is enhancing our customer’s experience. Position Summary: Qualifications and Competencies Required: Provides operational systems support for all teams using Shaw or Defi Servicing. Responsible for engaging...Visa sponsorshipWork visaMonday to FridayShift workWeekend work
- ...provider of financial services. The “P” comes first, because our customers are at the center of everything we do, and we recognize that... ...Wolfberg, who serve as Co-Presidents. Position Overview The Operations Analyst will partner with the PLS stores to ensure field employees...Work at officeLocal area
$20 - $25 per hour
...FICC Operations Analyst (Financial Services Operations) 1 day ago Be among the first 25 applicants Pay Range $20.00/hr - $25.00/hr S3/Strategic... ...level Associate Employment type Contract Job function Customer Service, Analyst, and Human Resources Industries IT Services...Contract workWork experience placementWork at office- ...We're Hiring - Securities Operations Professionals - all levels! Phillip Capital Inc. is dually registered with the SEC/FINRA as a self... ...Merchant (FCM) serving professional traders and institutions with customized clearing, custody and global market access solutions. What We...Work experience placementWork at office
- We're seeking a highly analytical, business-minded professional to join our clients centralized Business Analytics team, reporting into the CFO organization. This role is focused on turning workforce and business data into actionable insights that drive decision‑making...
$96k - $106k
...Revenue Operations Analyst Help us build a more efficient, AI-enabled revenue engine at Take Command. You'll use automation, systems design, and practical AI to remove manual work, improve decision-making, and help our revenue teams scale with more speed, consistency...Work at officeImmediate startWork from homeFlexible hoursDay shift- ...Overview Join to apply for the Operations Analyst role at Children's Health . Job Title & Specialty Area: Operations Analyst-DPMSC... ...styles to establish effective relationships with customers and internal partners; interact with others in a way that promotes...Work experience placementRemote workMonday to FridayShift work
- ...Industry: Financial Services Title: Operations Analyst PR: 25hr - 28hr Location: Irving, TX 75062 (Onsite 3 days/week) Duration: 6-12 contract to hire (subject to extensions) Required Skills & Experience Strong interest in the financial banking industry Technical proficiency...Contract work3 days per week
$70k - $90k
...Whole Loans Operations, AnalystSantander is a global leader and innovator in the financial... ...journey and together, we are driving a customer-centric transformation that values bold... ...function of the Whole Loans Operations, Analyst is loan/letter of credit booking, funding...Hourly payContract workWork experience placementWork at officeShift work- ...Job Purpose The Operations Analyst’s responsibility is to identify issues with workflow, accuracy and compliance in case files in all stages across the firm. The Operations Analyst will work closely with the operations team members to gather, analyze and present data...Work at office
- ...one solution for managing healthcare spending while helping healthcare providers deliver the highest quality of care. As an Operations Analyst, you will support and lead specific business and client initiative with a heavy focus on operational analytics to drive communications...Work at officeRemote work
- ...Job Description Insight Global is looking to hire an Operations Analyst to work for a large financial service client. This position is onsite Monday - Thursday (remote on Fridays) and will be responsible for supporting account operations, client onboarding, and account...Remote workMonday to Friday
- ...True North Advisors is currently hiring for a Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs...Full timeCurrently hiringWork at officeRemote work
$23.44 per hour
...Adecco is assisting a local client recruiting for Operations Analyst opportunities in Addison, TX and Jacksonville, FL. This is an excellent opportunity to join a winning culture and get your foot in the door with a leading global financial services organization known...Hourly payContract workTemporary workLocal areaMonday to FridayShift work3 days per week$62k - $97.4k
...optimizing and managing processes related to revenue generation. Analyst will work to integrate business objectives and system... ...equivalent work experience - Preferred 1 year of experience in customer-service oriented role. 1 year of experience in a technical troubleshooting...Full timeContract workPart timeWork experience placementInternshipLocal area- Overview Job Title: Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational effectiveness and accurate data collection within...Work at officeFlexible hours
$126.95k - $248.21k
...toll technology policy planning, implementation, analysis and operational support. May provide consultation during one or more phases of... ...demonstrated knowledge and expertise related to innovations in customer service technologies and operations, namely:- Expertise in...Full time$16 per hour
PDI Technologies is seeking a Managed Services Analyst I in Dallas, Texas. This role focuses on fuel inventory management, customer service, and accounting. Candidates should have at least 2 years of relevant experience, with strong skills in data analysis and problem-...Hourly pay
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