CS Operations Specialist

2 weeks ago

Melbourne, Victoria, Australia InvestorHub Full time

Join to apply for the CS Operations Specialist (CS Ops) role at InvestorHub

Our Client Success team is fundamental in delivering a memorable product experience for our clients, providing them with the expertise, insights, and guidance they need to take control of their investor marketing strategy and shareholder engagement.

Our goal is to build an exceptional, world-class Client Success function. Behind every successful CSM is a stellar CS Ops Specialist. Our CS Ops Specialists support our CSMs in managing client tasks, data administration, and other value-creation activities. Note that thisnota client-facing role.

As a CS Ops Specialist, you will:
  1. Perform administrative functions such as data entry to support team and company projects related to client operations;
  2. Systematically identify and liaise with vendor-partners to enable the delivery of data projects;
  3. Analyse and understand data to make judgement calls on its accuracy and suitability based on predefined rules;
  4. Write (or quickly learn to write) simple SQL queries for reporting;
  5. Assist CSMs with product adoption strategies including the creation of investor email campaigns and website updates;
  6. Manage the creation of investor marketing collateral using Canva and AI tools;
  7. Own the hygiene and accuracy of Hubspot CRM, Notion, Linear, and other internal systems used by the CS function;
  8. Perform any other duties as required by the business.
Requirements:
  1. At least 1 year of experience in operations or delivery, ideally in a fast-growing technology startup;
  2. Strong data literacy and analysis skills, with the ability to interpret complex data;
  3. Exceptional project management and administrative skills;
  4. Basic design skills and familiarity with AI prompts for marketing collateral creation;
  5. SQL/Metabase literacy (or the ability to quickly learn);
  6. Impeccable attention to detail;
  7. A learning mindset and entrepreneurial spirit to develop creative solutions.
The Journey:
Within 3 months
  1. Become an expert in our product offerings and processes;
  2. Understand how InvestorHub delivers value through SaaS and services;
  3. Proficiently deliver CS Ops tasks and workflows.
Within 6 months
  1. Contribute to the strategy for the Client Success team and help define new processes;
Long-term
  1. Shape your career path within the company as you grow with us.

Attention to detail is crucial. Please include in your cover letter: "Why do you want to work in a startup environment?"

Benefits:

We empower our team to identify and solve problems collaboratively, working in cross-functional teams to deliver exceptional outcomes. We value diversity and inclusion, and we're committed to providing a supportive environment for all employees.

  • Hybrid work model with office and remote options;
  • Equity options for growth participation;
  • Flexible hours between 8am – 10am;
  • Parental leave policy;
  • Learning & Development budget;
  • Social events and team offsites;
  • Free lunches and snacks.

We are an equal opportunity employer and value diversity in our team. We do not discriminate based on race, religion, gender, or other personal characteristics.

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