CX Operations Analyst

ClickUp; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

ClickUp is hiring a CX Operations Analyst to own Partner Services processes, perform data analysis, and build AI-assisted workflows across TAM, Solutions, and CX. You will drive invoicing, SOW management, and system access while enabling automation to scale operations globally.

You will collaborate with Finance, Partner Services, and GTM teams, delivering measurable improvements in efficiency, data visibility, and customer outcomes. We value AI fluency and proactive, data-driven problem solvers.

Qualifications

• 3+ years in Operations, Analytics, or a related role in SaaS or GTM environments.
• Proven track record building AI-powered workflows that boost productivity and decision quality.
• Experience transforming business processes with AI-enabled solutions.
• Proficiency in data analysis, reporting, and BI tools to guide leadership decisions.
• Ability to collaborate with global stakeholders and drive cross-functional change.
• Knowledge of customer success metrics and SaaS KPIs.

Responsibilities

• Operationalize partner delivery quality and customer outcomes measurement.
• Manage end-to-end SOW lifecycle for Partner subcontracting with Finance coordination.
• Execute partner invoicing workflows and resolve discrepancies.
• Enable partner system access including provisioning and governance.
• Support capacity planning and resource assignments as the business scales.
• Maintain audit-ready records and clear escalation paths for partner ops.

Skills

Data analysis

AI workflow automation

Cross-functional collaboration

SaaS domain knowledge

Strategic thinking

Stakeholder management

Tools

Salesforce

Gong

ClickUp

Hex

Tableau

Google Apps Script

Job description

At ClickUp, we’re building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what’s possible.

As a CX Operations Analyst , you will own key operational processes related to Partner Services (SOWs, invoicing, renewal processes, system access) while also providing data analysis, workflow automation, and AI builds that support multiple functions including TAM, Solutions and Support/CX. You are the person who keeps critical operational machinery running smoothly while continuously improving how it works.

This role works across the full CX Ops team and partners with stakeholders in TAM, Solutions, Support, Partner Services, Finance, and GTM Systems. You’ll collaborate closely with other CX Ops team members on initiatives while taking direct ownership of your assigned processes and analytical deliverables. The right person for this role is detail-oriented, analytically strong, and energized by building automations and AI solutions that eliminate manual work. This role connects directly to our mission of making every CX team faster, better-informed, and more consistent through operational excellence. If you are an AI native, proactive, data-driven individual who thrives in a fast-paced environment, this role is for you!

Professional Services Operations

• Operationalize partner delivery quality and customer outcomes measurement to ensure accountability regardless of delivery model

• Support the end-to-end SOW management process for Partner subcontracting: creation, tracking, amendments, and closure in coordination with Partner Services leadership and Finance

• Execute partner invoicing workflows: validate submissions, process approvals, track payments, and resolve discrepancies

• Enable partner system access: provisioning, de-provisioning, and ongoing governance of partner access to internal tools and customer environments

• Support capacity planning and resource assignments as the business scales

• Maintain accurate records and documentation for all partner operational processes, ensuring audit readiness and clear escalation paths

Workflow Automation & AI Builds

• Build, ship, and iterate on AI-driven workflows that enhance and automate internal processes, customer health inspection, risk detection, engagement management, services delivery lifecycle, quality measurement, and customer experience across TAM, Solutions and CX

• Develop AI agents and AI-assisted tools in collaboration with team members, contributing to the team’s broader automation roadmap

• Actively leverage AI in daily work: data analysis and modeling, stakeholder communications, problem-solving and workflow orchestration

• Facilitate the adoption of new tools and processes, including AI and automation platforms, to drive productivity across the organization

• Apply strong judgment to validate AI outputs, manage risk, and improve the repeatable systems the team uses

• Stay current with AI developments relevant to CX operations and translate learnings into solution improvements

Data Insights

• Extract key business insights from qualitative and quantitative data, identify risks and opportunities, and inform programs that drive revenue retention, expansion, quality, and operating leverage

• Build and maintain reports and dashboards in Salesforce, ClickUp and Hex that support TAM, Solutions, and Partner Services leadership with operational visibility

• Perform ad hoc data analysis to answer business questions, surface trends, and support decision-making by CX Ops team members and stakeholders

• Support renewals and retention analysis with data extraction, formatting, and pattern identification

Cross-Functional Programs

• Own specific deliverables within larger strategic initiatives to optimize and transform customer engagement, services delivery, and internal collaboration processes

• Support senior CX Ops team members on projects spanning TAM, Solutions, and Partner functions, executing assigned works with high quality and reliability

• Respond to ad hoc operational requests from CX Ops leadership and stakeholders with timely, accurate deliverables

• Embody a culture of rapid innovation and experimentation across playbooks to drive customer outcomes and enhanced experience

About You

• 3+ years in Operations, Analytics, or a related role, preferably in a SaaS, customer-facing, or GTM environment

• Demonstrated track record of building and deploying AI-powered workflows that delivered productivity gains, better decision quality, cleaner execution, improved data signals, or increased customer reach

• Track record of supporting technology-enabled business process transformations, with an emphasis on strategic application of AI and agentic solutions

• Proficient in managing and analyzing data, including building reports and scenario analysis models, as well as leveraging business intelligence tools to drive leadership strategy

• Effective at collaborating with cross-functional stakeholders across global regions, reaching consensus, and driving change together

• Proficient with Salesforce, Gong, ClickUp, Hex, Tableau, Google Apps Script and comparable platforms

• Direct experience with a SaaS business model, customer journey, and core KPIs in a high-growth, global environment

• Knowledge of professional services and customer success methodology, processes, tools, and metrics

• Strategic thinker with a bias for action - hands-on, scrappy, and able to take projects to the finish line

#LI-NMR #LI-Remote

Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.

If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.

Visa Sponsorship

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

AI Processing Notice

ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates’ employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at [e-mail].