Sr Analyst: Memberships & Commercial Operations
Core
Senior Analyst driving process improvement, operational excellence, and client support for memberships and commercial operations at a derivatives marketplace.
Role type
Senior Operations Analyst (Memberships & Sales Ops)
Builds
Automated workflows, client onboarding portals, and data dashboards for corporate membership programs.
Domain
Financial Services / Derivatives Markets
Deliverable
dashboards & analysis
Required skills
Data Analysis, Process Improvement, Systems Thinking, Automation, Stakeholder Collaboration, Project Coordination
Preferred skills
CRM utilization, Go-to-market campaign coordination
Technologies
Docusign, CRM systems, Client-facing portals
Responsibilities
Review and optimize membership processes to reduce bottlenecks; Implement automated solutions and queue management systems; Act as concierge for client onboarding and support; Develop reporting dashboards for membership metrics and KPIs; Support Sales Operations with cross-functional projects and campaign coordination.
Seniority
Senior, hands-on IC