Customer Operations Associate
Core
Own ongoing operations for a portfolio of customers including rule building, process execution, reporting, dashboarding, and product support to help clients maximize value from the sales compensation platform.
Role type
Senior IC Customer Operations Associate (Incentive Compensation)
Builds
Automated reporting, financial models, and process improvements for sales compensation clients
Domain
SaaS / Sales Compensation / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
rule building, process execution, financial modelling, data validation, project management, analytical problem-solving, database workflow understanding
Preferred skills
experience with large datasets, understanding of data architecture, familiarity with Excel and PowerPoint
Technologies
Excel, PowerPoint
Responsibilities
Create automated reporting for financial and sales performance; support design projects including analysis and customer workshops; identify opportunities for process improvement; implement new platform features; build relationships with key customer stakeholders; articulate customer feedback to product and engineering teams
Seniority
Mid-level, hands-on IC