Client Operations Expert

4 days ago

Melbourne, Victoria, Australia beBeeOperations Full time $70,000 - $95,000
Job Description:

As a CS Operations Specialist, you will play a vital role in supporting our Client Success team in delivering exceptional client experiences.

Our ideal candidate is someone who is highly detail-oriented and has strong analytical skills to manage data projects, create reports, and maintain the accuracy of our CRM systems.

You will also be responsible for developing product adoption strategies, creating investor email campaigns, and managing the creation of investor marketing collateral using Canva and AI tools.

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

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