Cs Operations Specialist

**Description**:
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. And 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 this _not_ a client-facing role.

**As a CS Ops Specialist, you will**:

- Perform administrative functions such as data entry, to support team and company projects as it relates 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 (or have the capacity to quickly learn to write) simple SQL queries for reporting;
- Manage the creation of investor marketing collateral using Canva and AI tools;
- Systematically and independently own the hygiene and accuracy of Hubspot CRM, Notion, Linear and other internal systems used by the CS function;
- Any other duties as required by the business.

**Requirements**:

- Must have at least 1 year’s experience in an operations or delivery capacity, ideally in a fast-growing technology startup.
- Strong data literacy and analysis skills. You must be able to make sense of complex data.
- Exceptional project management and administration skills. You thrive off bringing order and organisation.
- Basic design skills and familiarity with writing AI prompts to facilitate marketing collateral creation.
- SQL/Metabase literacy (nice-to-have) or the ability to quickly learn and gain proficiency.
- Immaculate attention to detail - this is a non-negotiable. We want to trust you to do things well every time.
- A learning mindset and an entrepreneurial spirit that allows you to develop creative solutions to problems and execute them.

**The Journey**:

- Within 3 months_
- Become an expert in our product offering and processes.
- Understand how InvestorHub to delivers value to clients through the SaaS and service offerings, and be able to articulate this to clients.
- Become proficient in the delivery of the defined CS Ops tasks and workflows.
- Within 6 months_
- Contribute to the strategy for the Client Success team and work collaboratively with the team in defining new processes and best practices.
- Long-term_
- InvestorHub invests in its people. As you grow with us, you will get the opportunity to shape your own path and interests within the company.

**Benefits**:
At InvestorHub, we empower our team to identify and solve problems as they see them by working in tight, often cross-functional teams to deliver amazing user outcomes.

If you don't meet all these traits, that's ok. Diversity of thought, background and approach are all essential ingredients for an amazing customer outcome. Just let us know what it is you think you can bring to the role and the team and why you're excited to join in.

In addition to a fantastic role, team and salary, we offer:

- **We're hybrid** - we love to collaborate in our office overlooking the Yarra, but also support the need for heads-down time.
- **Options** - we want you with us for our exciting growth journey.
- **Flexible hours** - start any day between 8am - 10am to suit your lifestyle.
- **Parental leave** - we have a gender-neutral parental leave policy.
- **L&D budget** - you'll get an annual learning & development budget.
- **Regular hangouts** - we have monthly social catchups and team offsites.
- **Lots of food** - a snack cupboard you'll brag about, and free lunches every month.
- InvestorHub is proudly an equal opportunity employer. We value diversity and know we are better and stronger as a team when the team is made up of individuals with different backgrounds and experiences._
- We recruit, employ, train, compensate and promote regardless of race, colour, gender, sexual orientation, age, physical or mental disability, marital status, family or carer's responsibilities, pregnancy, religion, or political opinion and we aspire to always be a place that people want to come to do their best work in an inclusive, progressive and open-minded environment._
- Recruiters - we respect your expertise and work, but at the moment are handling this and other roles internally and ask that you refrain from contacting us to offer your services._
- We believe that diversity is critical to our success. We will not discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status._

**About InvestorHub**:
We’re founded by two passionate leaders with deep experience in product, technology, and financial markets, and are a team of enthusiastic and h