Finance & People Operations Specialist
Core
Operational reference point for Finance and People Teams, configuring CRMs, building data dashboards, and ensuring cross-country data accuracy.
Role type
Operations Specialist (CRM & Data)
Builds
CRM workflows, data pipelines, and reporting dashboards
Domain
Legal AI / SaaS (via careerplan.io/jobs/0d7be5eb-7ac5-4f40-81d2-02cec90bef92-finance-people-operations-specialist-at-lexroom)
Deliverable
dashboards & analysis
Required skills
CRM configuration, data cleaning, Excel/Google Sheets, process optimization, stakeholder alignment, autonomy
Preferred skills
Degree in Management Engineering/Economics/Finance, AI tool interest, Finance/People/Legal literacy
Technologies
CRM, Excel, Google Sheets
Responsibilities
Configure and optimize CRM workflows and properties; Build reliable dashboards and reports for cross-country data; Translate stakeholder requirements into technical flows; Proactively identify and fix process failures or data issues
Seniority
Junior to Mid-level, hands-on IC