Customer Operations Analyst
Core
Own ongoing operations for a portfolio of customers including rule building, process execution, reporting, dashboarding, and product support for sales incentive compensation.
Role type
Customer Operations Analyst (Incentive Compensation Analyst)
Builds
Automated financial and sales performance reporting dashboards; implements new platform features for customer portfolios.
Domain
SaaS / Sales Compensation / Financial Services
Deliverable
dashboards & analysis
Required skills
Excel proficiency, data profiling, segmentation, aggregation, database logical structures, workflow understanding, data architecture, analytical problem-solving, project management
Preferred skills
N/A
Technologies
Excel, Forma.ai platform
Responsibilities
Create automated reporting for customers; support design projects including analysis and financial modelling; implement new platform features; build relationships with key customer stakeholders.
Seniority
Junior to Mid-level, hands-on IC
