Why This Role is Exciting

At AuditBoard, we’re looking for a dynamic Operations Analyst to be a pivotal part of our Client Advisory Services (CAS) Operations team. In this role, you’ll collaborate with our broader CAS organization to spearhead scaling our post-sales and customer obsession processes. This is your chance to grow professionally and play a key role in enhancing business outcomes for our CAS organization, covering areas such as Customer Success, Customer Experience, Onboarding & Implementation, Customer Support, and Renewals.

Key Responsibilities 

• Wondering what exactly this Operations Analyst will be up to? Your focus will be on elevating our post-sales programs, including system implementations, vendor evaluations, program management, and process improvement initiatives. Here’s a glimpse of what you’ll be doing:

  • Collaborate with Operations team leads on critical initiatives like Customer Health Scoring, data quality monitoring, and process documentation
  • Partner with functional leads to understand, design, and implement processes that deliver exceptional support and value to customers at scale
  • Implement and manage software solutions (e.g., Salesforce, Gainsight, Zendesk, Monday.com) to streamline operations activities
  • Drive cross-functional projects between CAS and other teams through effective project management
  • Gather feedback from functional teams to foster continuous improvement across all areas within CAS

Attributes for a Successful Candidate

• 3+ years of professional experience supporting multiple cross-functional projects in customer-facing SaaS functions (sales, post-sales, customer success, renewals, customer support)
• Ability to quickly understand both technical and business-related topics
• Proficiency in Salesforce CRM and Gainsight
• Exceptional written, verbal, and listening skills
• Ability to work cross-functionally, translating business requirements into effective application usage
• Outstanding critical thinking skills to tackle ambiguous problems and communicate solutions effectively
• Excellent communication and interpersonal skills, with the ability to multitask effectively
• Innovative thinking to inspire customer loyalty and adoption
• Analytical and problem-solving skills to frame key strategic questions and analyze complex data sets