Operational Delivery Professional

1 week ago

Melbourne, Victoria, Australia beBeeCareer Full time $65,000 - $85,000
Job Title: CS Operations Specialist

As a key member of our Client Success team, you will play a crucial role in delivering exceptional product experiences for our clients. This involves providing expert guidance, insights, and support to help them take control of their investor marketing strategy and shareholder engagement.

Key Responsibilities:
  • Perform administrative functions such as data entry to support team and company projects related to client operations;
  • Establish strong relationships with vendor-partners to enable the delivery of data projects;
  • Thoroughly analyse and understand data to make informed decisions based on predefined rules;
  • Develop and execute SQL queries for reporting purposes;
  • Collaborate with CSMs to create effective product adoption strategies, including email campaigns and website updates;
  • Oversee the creation of investor marketing collateral using Canva and AI tools;
  • Ensure the accuracy and integrity of internal systems used by the CS function, including Hubspot CRM, Notion, Linear, and other relevant platforms;
  • Perform any other duties as required by the business.
Requirements:
  • At least 1 year of experience in operations or delivery, preferably in a fast-growing technology startup;
  • Strong data analysis and interpretation skills, with the ability to derive actionable insights from 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.
Journey:
  • Become an expert in our product offerings and processes within 3 months;
  • Gain a thorough understanding of how InvestorHub delivers value through SaaS and services within 3 months;
  • Effectively deliver CS Ops tasks and workflows within 3 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 long-term.
Benefits:
  • We foster a collaborative environment where team members can identify and solve problems together, working in cross-functional teams to achieve exceptional outcomes.
  • We value diversity and inclusion, and we're committed to creating a supportive environment for all employees.

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