
Operational Expert
1 day ago
We are seeking a highly organized and detail-oriented Operational Specialist to join our team.
This role plays a crucial part in supporting our Client Success Managers (CSMs) in managing client tasks, data administration, and other value-creation activities.
- The ideal candidate will have 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.
- Perform administrative functions such as data entry to support team and company projects related to client operations;
- Systematically identify and liaise with vendor-partners to enable the delivery of data projects;
- Analyse and understand data to make judgement calls on its accuracy and suitability based on predefined rules;
- Write simple SQL queries for reporting purposes;
- 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;
- Perform any other duties as required by the business.
- Become an expert in our product offerings and processes 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.
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