Process Specialist (Operations) - GCSS - 15042024

Paypal Holdings; Atlanta (GA); On-site; USD 6,234 - 10,390; Full time

Job summary

Whatfix is seeking a stellar Process Specialist to join our Global Consulting and Shared Services team in Bengaluru, India. You will liaise across Revenue Recognition and Reporting, drive data governance, and fulfill diverse reporting needs while pushing CS/PS operational initiatives.

Ideal candidates have 5–8 years in operations, SaaS exposure, strong Excel/Google Sheets skills, Salesforce knowledge, and familiarity with Looker or Tableau.

Qualifications

• True passion to explore numbers, data.
• Having 5-8 years experience in an operations-based role.
• SaaS experience preferred.
• Excellent and fast-paced with Excel & Google Sheet calculations.
• Working knowledge of Salesforce.
• Good to have understanding of reporting tools (like Looker/Tableau).
• Excellent with large sets of data and quick automations.
• Strong cross-collaboration skills.
• Willingness to align with the US time zone (3:00 PM to 12:00 PM IST).

Responsibilities

• Liaising with our Customer Success, Professional Services, Finance Sales Ops, and Deals Desk on Revenue Recognition and Reconciliations.
• Data governance – ensuring data accuracy, identifying and solving for data mismatches.
• Fulfilling varied reporting requirements across different stakeholders.
• Contributing to CS operational initiatives with a quick turnaround.
• Driving the Org NPS surveys every quarter, deriving and sharing key insights/metrics with all stakeholders.
• Driving operational and process efficiency within Customer Success and Professional Services teams.

Skills

Data analysis

Operational experience

Excel

Google Sheets

Salesforce

Looker

Tableau

Data automation

Cross-functional

Time-zone alignment

Job description

Full job description. Who are we? Whatfix is a data‑driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self‑help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data‑driven insights for better decision‑making. The company has seven offices globally in the US, India, UK, Germany, Singapore, and Australia, and works with Fortune 500 companies around the world. Whatfix has raised $140 million to date and is backed by marquee investors including Softbank, Sequoia, Dragoneer, and Cisco Investments. “Hustle Mode ON” is the motto we live by.

Whatfix has been named among the top 20 B2B tech companies like Adobe, PayPal, and Cisco. With YoY revenue growth of over 65%, we have also been recognized among the top 20 fastest‑growing SaaS companies worldwide in the SaaS 1000 list. Recognized by Forrester and Everest Group as a ‘Leader’ in the digital adoption space, and listed by LinkedIn among one of the Top 5 startups in India in 2020. Listed in Deloitte Technology Fast 500™ among fastest‑growing companies in North America for 2022 and 2021 and recognized as Great Place to Work 2022‑2023. Our customer centricity is evident from a customer rating of 4.67 on G2 Crowd & 4.7 on Gartner Peer Insights.

We are looking for a stellar Process Specialist to join our Global Consulting and Shared Srevices team in Bengaluru, India.

What will you get to do?

• Liaising with our Customer Success, Professional Services, Finance Sales Ops, and Deals Desk on Revenue Recognition and Reconciliations.
• Data governance – ensuring data accuracy, identifying and solving for data mismatches.
• Fulfilling varied reporting requirements across different stakeholders.
• Contributing to CS operational initiatives with a quick turnaround.
• Driving the Org NPS surveys every quarter, deriving and sharing key insights/metrics with all stakeholders.
• Driving operational and process efficiency within Customer Success and Professional Services teams.

Our ideal person should have

• True passion to explore numbers, data.
• Having 5‑8 years experience in an operations‑based role.
• SaaS experience preferred.
• Excellent and fast‑paced with Excel & Google Sheet calculations.
• Working knowledge of Salesforce.
• Good to have understanding of reporting tools (like Looker/Tableau).
• Excellent with large sets of data and quick automations.
• Strong cross‑collaboration skills.
• Willingness to align with the US time zone (3:00 PM to 12:00 PM IST).

Please Note:

We don’t believe in keeping the applicants hanging and give very high importance to closing the loop irrespective of the outcome of your application.

We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.