CX Business Operations Analyst (REMOTE)

Insight Global; Denver (CO); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading staffing firm is seeking a detail-oriented CX Business Operations Analyst in Denver, CO. This role involves data validation, system data integrity, and collaboration across teams. Ideal candidates have a Bachelor's degree and 2+ years of relevant experience, ideally in SaaS. Strong skills in data analysis tools are essential. This position offers an inclusive work environment that values diversity.

Qualifications

• 2+ years of experience in a similar role, preferably in a SaaS or subscription-based business.
• Familiarity with the SaaS business model and customer lifecycle is a plus.
• Experience with data analysis tools required.

Responsibilities

• Perform regular validation of data between Customer Success and Renewals systems.
• Maintain and improve data integrity across various systems.
• Conduct periodic audits of opportunity records in Salesforce.

Skills

Data analysis

Process optimization

Cross-functional collaboration

Education

Bachelor's degree in Business Administration, Finance, Data Analytics, or a related field

Tools

Excel

Google Sheets

Salesforce

Job description

Job Description

Insight Global is seeking a detail-oriented and analytical CX Business Operations Analyst for a client within the IAM industry. Reporting into the Senior Renewal Operations Manager, this role is essential to maintaining the accuracy and integrity of customer success and renewals data. We're looking for someone who thrives on data-driven problem solving, process optimization, and cross-functional collaboration. Your work will directly enhance the efficiency and performance of our customer-facing teams, helping drive smarter decisions and stronger outcomes.

Key Responsibilities:

1. Data Validation: Perform regular validation of data between Customer Success and Renewals systems to ensure consistency and accuracy.
2. System Data Integrity: Maintain and improve data integrity across various systems used by Customer Success, Renewals, and Finance, identifying and resolving discrepancies proactively.
3. Data Reconciliation: Collaborate closely with the Customer Success, Renewals, and Finance teams to investigate, resolve, and reconcile data discrepancies.
4. Salesforce Opportunity Record Audits: Conduct periodic audits of opportunity records in Salesforce, ensuring data accuracy and adherence to established processes.
5. Workflow Support: Provide day-to-day operational support for Customer Success and Renewal workflows, identifying areas for optimization and efficiency gains.
6. Reporting & Analysis: Assist in generating reports and providing insights based on data analysis to support strategic decision-making within CX operations.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo). The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf).

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Education: Bachelor's degree in Business Administration, Finance, Data Analytics, or a related field.
• Experience: 2+ years of experience in a similar role, preferably in a SaaS or subscription-based business.
• SaaS Industry Knowledge: Familiarity with the SaaS business model and customer lifecycle is a plus.
• Experience with data analysis tools: (e.g., Excel, Google Sheets, SF CRM, and other business intelligence platforms).

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].