Operations Analyst

Wall Street Oasis; Kelowna; Remote; CAD 60,000 - 80,000; Full time

Job summary

Join Wall Street Oasis as an Operations Analyst, where you'll optimize business processes through automation tools like ActiveCampaign and Zapier. You will collaborate with cross-functional teams to enhance operational efficiency in a fully remote setting. If you thrive on problem-solving and innovation, this opportunity will allow you to shape efficiencies in a dynamic environment while contributing to a leading finance community.

Benefits

Fully Remote

Credibility in the finance community

Impact on students' careers

Direct exposure to the CEO

Qualifications

• 1–3 years of experience in operations or process automation.
• Proven experience in ActiveCampaign with advanced automation flows.
• Comfortable in a fast-paced, dynamic environment.

Responsibilities

• Design, build, and optimize ActiveCampaign Automations.
• Create integrations using Zapier and analyze business processes.
• Collaborate to improve operational efficiency.

Skills

Analytical Skills

Process Automation

Strong Communication

Tools

ActiveCampaign

Zapier

Job description

Wall Street Oasis (WSO) | Operations (CRM) Analyst

Wall Street Oasis is the largest community focused on careers in finance with 1 million registered members and 20 million visits per year. The platform offers valuable resources, insights, and networking opportunities for finance professionals and aspiring candidates.

To be considered, please complete this assessment :

The Opportunity

We're looking for a highly-driven Operations Analyst who’s not just analytical, but operationally obsessed. This role is perfect for someone who lives and breathes automations, is hands-on with ActiveCampaign (especially Automations), and has practical experience working with tools like Zapier and other automation platforms. Bonus points if you're excited about the future of AI and how it can reshape operations!

What You’ll Be Doing

• Design, build, and optimize ActiveCampaign Automations to support marketing, sales, and customer success workflows.
• Create seamless integrations between tools and platforms using Zapier, APIs, and other automation systems.
• Analyze business processes and identify areas of improvement for operational efficiency and scalability.
• Collaborate with cross-functional teams (marketing, sales, product, customer service) to understand workflows and eliminate bottlenecks.
• Maintain and monitor key automations and operations dashboards to ensure high system reliability and data accuracy.
• Research and test new automation and AI-powered tools that can improve workflows and reduce manual efforts.
• Support strategic initiatives by turning raw data into actionable insights and clear process improvements.

What We’re Looking For

• 1–3 years of experience in operations, business systems, or process automation.
• Proven experience in ActiveCampaign, specifically with advanced Automation flows.
• Proficient with Zapier, and a strong understanding of how to connect and automate tools.
• Highly analytical and detail-oriented with a love for solving complex workflow puzzles.
• Strong communication and documentation skills — you can translate tech talk into actionable steps.
• Passionate about operational excellence and continuously optimizing how things work.
• Curious about AI tools and how they can augment operations and decision-making.
• Comfortable working in a fast-paced, dynamic environment where you can own your domain.

Bonus Points If You Have

• Experience with other automation tools (e.g., Make / Integromat, HubSpot workflows, Airtable, etc.)
• Familiarity with marketing copy and email marketing
• Worked in EdTech or the Career Bootcamp space in a prior role
• Exposure to APIs, webhook logic, or low-code platforms
• A systems-thinking mindset and a love for all things “process”

Why Join?

• Fully Remote : Contribute from anywhere, on your own time
• Credibility : Be part of one of the most respected finance communities globally
• Impact : Help shape the careers of students from top schools, as well as students who come from diverse backgrounds
• Exposure : Work and learn directly from Patrick Curtis, the CEO & Founder of Wall Street Oasis

Ready to Apply?

If you're someone who gets excited about operational systems, building automations, and helping businesses run smarter—not harder—then we want to meet you. Apply now!

To be considered, please complete this assessment :