CX Operations Specialist
Core
Enhance operational efficiency of the CX Operations team by managing CRM data, automating workflows, and providing strategic insights.
Role type
CX Operations Analyst
Builds
Scalable CX operations and data-driven insights for internal and external customers
Domain
SaaS / Customer Engagement
Deliverable
dashboards & analysis
Required skills
CRM management, data analysis, process automation, AI tool integration, documentation creation, stakeholder communication
Preferred skills
Customer Engagement platform experience, Braze platform familiarity
Technologies
Salesforce, Google Sheets, Microsoft Excel, Gemini, Claude
Responsibilities
Provide day-to-day operational support for internal and external customers; Design equitable account territories and execute CRM hierarchy changes; Audit and improve CX & renewals workflows; Translate CRM data into reports and dashboards for leadership; Maintain accuracy and completeness of CRM and CSP data; Integrate AI tools to automate routine tasks; Create process documentation and train internal teams
Seniority
Individual Contributor, mid-level