How will this role have an impact?

A Sr. Client Operations Analyst supports the relationships with our health plan partners by providing prompt and accurate follow-up based on client requests, responding to ad-hoc reporting and deliverables from internal and external stakeholders, and pulling data to conduct thorough analysis. The Client Operations Analyst is responsible for maintaining client marketing materials, as well as recurring metrics and other support information necessary for effective client calls and capturing accurate notes for current and future follow-up items. They ensure that deliverables are posted on time based on requirements outlined by our clients.

Reports to: Sr. Manager, Client Operations.
Logistics: Can be hybrid in Dallas or remote with some travel required

What will you do:

• Provide support for one or more complex, high-volume, national clients.
• Develop and implement strategic programs and projects that align with the company's healthcare business objectives
• Collaborate with leadership to define program goals, scope, and success metrics
• Lead cross-functional project teams and provide direction and support throughout the project lifecycle
• Partner with internal teams in support of client program objectives 
• Regular meetings with internal stakeholders to ensure alignment on client requirements & deadlines
• Organize and present KPIs to internal stakeholders
• Execute on client SLAs relative to reports, deliverables, and member feedback 
• Assist with reconciliation efforts to ensure all client deliverables meet or exceed SOW requirements
• Client meeting documentation: data entry, meeting minutes, action items
• Oversight of client marketing materials and direct mail campaigns
• Monitor success and serve our clients through the completion of ad-hoc reporting projects
• Quality assurance for reports and deliverables; report manipulation based on client requirements
• Communicate updates and escalations with internal stakeholders in support of client programs
• Ticket submission and tracking for client requests directly related to the success of the program
• Internal tracking, documentation, and client response formulation for member grievance
• Account coverage in the absence of the Client Success Executive or Manager

We are looking for someone with:

• Bachelor’s degree preferred but not required
• 2+ years of relevant work experience
• Client-facing experience preferred but not required
• Astute in reviewing and organizing data in Excel
• Experience using Google Suite (Gmail, Sheets, Slides)
• Ability to clearly articulate via verbal and written communication
• Meticulous self-starter with a proven track record of working independently in a remote, fast-paced environment
• Experience balancing multiple work commitments and prioritizing tasks appropriately
• Confidence to seek clarification when encountering unfamiliar situations
• Effectively collaborates with cross-functional teams

The base salary hiring range for this position is $54,700 to $93,500. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities.  Eligible employees may enroll in a full range of medical, dental, and vision benefits, 401(k) retirement savings plan, and an Employee Stock Purchase Plan.  We also offer education assistance, free development courses, paid time off programs, paid holidays, a CVS store discount, and discount programs with participating partners.  

About Us:

Signify Health is helping build the healthcare system we all want to experience by transforming the home into the healthcare hub. We coordinate care holistically across individuals’ clinical, social, and behavioral needs so they can enjoy more healthy days at home. By building strong connections to primary care providers and community resources, we’re able to close critical care and social gaps, as well as manage risk for individuals who need help the most. This leads to better outcomes and a better experience for everyone involved.

Our high-performance networks are powered by more than 9,000 mobile doctors and nurses covering every county in the U.S., 3,500 healthcare providers and facilities in value-based arrangements, and hundreds of community-based organizations. Signify’s intelligent technology and decision-support services enable these resources to radically simplify care coordination for more than 1.5 million individuals each year while helping payers and providers more effectively implement value-based care programs.

To learn more about how we’re driving outcomes and making healthcare work better, please visit us at www.signifyhealth.com

Diversity and Inclusion are core values at Signify Health, and fostering a workplace culture reflective of that is critical to our continued success as an organization.

We are committed to equal employment opportunities for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.

Job Locations: Remote, Mexico City, MX

To the attention of candidates (Mexico City): 

This role requires full time work over the Weekends. Candidates should be comfortable working with a “Wed-Sun” or “Sat-Wed” 5-day working week schedule. Candidates MUST have right-to-work in Mexico.  Visa sponsorship is NOT provided for this position.

About the Department

The Cloudflare Customer Support Team solves complicated problems and answers technical questions via phone, email, chat and social media. Whether it is a Wordpress blogger using our services for free or a global Enterprise business with petabytes of web traffic, we are always eager to assist. We are the eyes and ears of Cloudflare, acting as the real-time voice of the customer to help communicate their needs and real-world use cases back to the rest of the company - for better service and future product development.

Description

Security Operations Center Analysts provide premium-level support for Cloudflare’s security products and features. Our largest and most technically sophisticated customers will contact the SOC as a Service team for assistance and intelligence in dealing with threats or attacks on their infrastructure at OSI Layers 3, 4, and 7. This will span the range of Cloudflare security products from Magic Transit Infrastructure Protection, DDoS mitigation and Network Firewall, to using the Web Application firewall (WAF), Spectrum, Bot Management and Rate Limiting to help customers.

Security Operations Center Analysts analyze threats, make detailed and informed suggestions for mitigation and may need to implement mitigation strategies directly on behalf of the customer. The team also provides attack reporting beyond Cloudflare’s self-service reports.

Responsibilities

• Monitor and investigate the alerts to identify attacks
• Work with Engineering and Operations teams to mitigate attacks, suggest steps to mitigate, and apply the appropriate mitigation, when applicable
• Work with Engineering and Product teams to improve the products and tools
• Extensive communications with customers via chat, email, and phone 
• Review the latest alerts to determine relevancy and urgency. Create new tracking tickets for alerts that signal an incident and require review or escalation
• Configure / Manage security monitoring rules and contribute to tool improvements
• Compare traffic signatures and attributes including IP addresses, cookie variations, HTTP headers, and JavaScript footprints to determine what is good traffic and what is malicious
• Participation in a weekend and holiday rotation required with main working hours 9 to 5 Pacific time 

Key skill sets

• Strong understanding of the OSI model, TCP, UDP, BGP, QUIC
• Advanced understanding of iptables
• Analysis of traffic for attack anomaly detection and creation of mitigation rules
• Experience in handling attack mitigation and thorough knowledge of various attacks (L3/4 and L7)
• At least 2 years of technical support experience and customer support experience is a must
• Strong communication skills with high-value customers 
• Command line / Bash shell
• Sysadmin skills (Linux/Mac/Windows) & Programming skills (Python, Ruby, PHP, C, C#, Java, Perl, Git etc.)
• Security skills and certifications preferred: CISSP, GCIA GCIH, GCFA, GCFE, etc.

Bonus Points:

• Previous DDoS mitigation for OSI layers 3,4, & 7, filter malicious traffic using Cloudflare tools like Magic Transit, Network Firewall, WAF, IP reputation lists, packet inspection, blacklisting, whitelisting, and/or rate limiting is a plus

About Sezzle:

With a mission to financially empower the next generation, Sezzle is revolutionizing the shopping experience beyond payments, blending cutting-edge tech with seamless, interest-free installment plans that make shopping smarter and more accessible. We’re not just transforming payments; we’re redefining how people discover, interact with, and purchase the things they love while driving real impact on merchant sales through increased conversions and higher order values. As we continue to shape the future of fintech and retail, we’re building an innovative, dynamic team passionate about creating more than just a transaction but a truly unique shopping journey. If you’re excited about pushing boundaries in tech and delivering a game-changing experience for consumers and merchants alike, come join us at Sezzle and help create the future of shopping!

About the Role: 

We are seeking a talented and motivatedFraud Operations Analystwho is best in class with a high IQ plus a high EQ. This role presents an exciting opportunity to thrive in a dynamic, fast-paced environment within a rapidly growing team, with abundant prospects for career advancement.

As part of optimizing the online shopping experience, Sezzle constantly monitors users and transactions for abusive or fraudulent behavior. Our Fraud Operations team reviews suspicious activity flagged by Sezzle’s fraud detection system or escalated from Customer Support agents. Fraud Operations Analysts will block users deemed fraudulent or risky, and clear false positive flags from our automated systems and support agents. We monitor for new trends in fraudulent behavior and continuously evolve our policies and procedures to stay one step ahead. We are looking for a teammate who can work one of the shifts listed below full-time: 

• Sunday - Thursday between 9:00 am - 5:30 pm - Central Time. 
• Tuesday - Saturday between 9:00 am - 5:30 pm - Central Time. 
• Monday - Friday between 2:00 pm - 10:30 pm - Central Time.

What You'll Do:

● Monitor real-time transactions and other customer behaviors flagged for fraud and abuse for manual review. 
● Investigate individual transactions using internal policies and review methodologies to determine if the transactions are fraudulent or not. 
● Understand our systems and tools; investigate account patterns through data analysis.
● Research fraud and user behavior to contribute to machine learning models, rules and other detection systems. 
● Collaborate with analysts, operations specialists, data scientists and engineering to improve our fraud prevention mechanisms, processes and tools. 
● Learn and maintain strong domain knowledge of the world of fraud including prevention techniques and technologies. 
● Maintain or exceed established service level agreements (SLAs) for timely resolution of queued cases to minimize potential losses. 
● Handle escalations from internal and external stakeholders in a professional and efficient manner. 

What We Look For:

• Bachelor's degree from an accredited institution
• Minimum 1 year of experience in investigating and resolving fraud incidents 
• Experienced in analyzing data and comfortable making impactful decisions in a fast-paced and sometimes ambiguous environment
• Attention to detail and ability to multitask
• Excellent problem-solving and analytical skills
• Strong business judgment and communication skills
• Ability to self-start and work with minimal supervision after training
• Able to work through holidays
• Minimum GPA of 4.2 out of 5.0 

Preferred Qualifications:

• Work experience in fintech, payments, lending, banking, or financial institutions is a plus 
• Degree in statistics, math, finance, economics, or related quantitative discipline; graduate degree a plus 
• Experience in using database query language (e.g. SQL, etc), and data processing and analytics tools such as Python / R / SAS is a plus 
• Ideal candidate will be available to start within two weeks following an offer

About You:

• You have relentlessly high standards - many people may think your standards are unreasonably high. You are continually raising the bar and driving those around you to deliver great results. You make sure that defects do not get sent down the line and that problems are fixed so they stay fixed.
• You’re not bound by convention - your success—and much of the fun—lies in developing new ways to do things
• You need action - speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk-taking.
• You earn trust - you listen attentively, speak candidly, and treat others respectfully.
• You have backbone; disagree, then commit- you can respectfully challenge decisions when you disagree, even when doing so is uncomfortable or exhausting. You have conviction and are tenacious. You do not compromise for the sake of social cohesion. Once a decision is determined, you commit wholly.
• You deliver results- you focus on the key inputs and deliver them with the right quality and in a timely fashion. Despite setbacks, you rise to the occasion and never settle.

What Makes Working at Sezzle Awesome:

At Sezzle, we are more than just brilliant engineers, passionate data enthusiasts, out-of-the-box thinkers, and determined innovators. We believe in surrounding ourselves with only the best and the brightest individuals. Our culture is not defined by a certain set of perks designed to give the illusion of the traditional startup culture, but rather, it is the visible example living in every employee that we hire. 

#Li-remote

Vidyard is the video platform that's built for business. Sales reps, marketers, and corporate communicators use Vidyard to record and share videos that grab attention and deliver their message in a personal, impactful way. It's the video tool of choice for Microsoft, LinkedIn, and thousands of other companies. We're passionate about elevating our customers, our teammates, our communities, and ourselves.

About the Role

Vidyard is looking for a collaborative and revenue-minded operations professional that wants to become part of an amazing team. Reporting to our Senior Manager, Sales Operations, the Senior Revenue Operations Analyst will play a key role in developing the processes, infrastructure, and analysis that inform our go-to-market motion.

You have a well-rounded understanding of revenue and sales team KPIs, process design and system implications, and forecasting. You are energized by the opportunity to be a key individual in helping Vidyard close deals and continue to demonstrate value to customers. You are eager to learn new skills and technologies, enjoy analyzing data to uncover areas for improvement, and consistently seek ways to streamline processes. In this role you will be a key member of the Revenue Operations team, working closely with Sales, Customer Success, Finance and Revenue systems teams.

This is a remote role open to candidates located in Canada.

About the Team

Our growing RevOps team consists of a diverse and passionate group of individuals across sales operations, marketing operations, systems and tools. Our mission is to enable predictable and scalable revenue growth for Vidyard. We do this by partnering closely with GTM teams across Sales, Marketing, Customer Success as well as Product and Finance to develop the strategy, processes, and analytics that inform our go-to-market motion. Key functions and responsibilities we support include Planning, Forecasting, GTM process improvements, Territory Design, Deal Processing & Order Management, KPI reporting and analysis and, GTM tech stack optimization.

What You’ll Work On

• Sales Process Optimization:Evaluate and improve sales processes to increase efficiency and effectiveness. To do this, you will collaborate closely with sales teams to identify bottlenecks and implement solutions, as well as Sales Enablement and Sales Systems leads to support behavioral change management.
• Revenue Data Analysis and Governance:Analyze prospect and customer data to deliver actionable insights on revenue trends, customer behavior, and performance metrics. Conduct regular audits and month/quarter-end analyses to support business performance reporting. 
• Order management:Support our Sales team in the quote-to-close process; ensuring our pricing/discounting policies have been followed and all contract-level-data is accurate. This can require liaising with product and legal teams, as well as Sales/RevOps/Finance leadership. Where possible, identify opportunities for process improvement using our tech stack (Zuora, Salesforce).
• Revenue Planning: Assist in developing accurate revenue forecasting and financial models. Monitor performance against sales targets and forecasting through dashboards (primarily Salesforce), providing ad-hoc analysis on business performance drivers as needed.
• Performance Management: Identify, refine, and track key performance indicators (KPIs) to assess business performance, and most importantly, drive actions to ensure a continuous improvement across all teams. Aid in development of business requirements for stakeholder metrics, leveraging tools such as Google sheets, Salesforce, and BI tools.

What You’ll Bring to this Role and Your New Team

• Bachelors degree
• 3+ years of relevant experience in software SalesOps/BizOps/RevOps, or Sales Strategy
• Curious and analytical. Strong data-driven problem solving skills
• Intermediate excel skills (comfortable with advanced functions, pivots, lookups, etc.)
• Strong project management abilities and high attention to details
• Excellent communication skills to effectively collaborate with key sales leaders and other departments, such as marketing and finance, to ensure everyone is working towards the same goals
• Motivated to work in a fast-paced, dynamic growth environment
• CPQ (Configure, Price, Quote) experience a plus (ideally Zuora or Salesforce)

Job descriptions can be overwhelming. At Vidyard we are motivated to drive change together and deeply value the unique experiences, abilities and opinions you possess. We value candidates who own it, and if you’re relentlessly resourceful too, you might be exactly who we are looking for! 

As we also value user obsession, we prioritize our users, customers and community so you can expect to hear from our team even if you are not selected to move forward.

What You’ll Love about Vidyard:

• Competitive pay
• Comprehensive, flexible benefits on day one
• Wellness allowance to spend on what's important to you 
• Flexible hours + unlimited vacation + programs to support travel while working, enabling you to live your best life
• Access to Inkblot, a digital mental health platform + $1,500/person/year for mental health coverage
• Allowance to support your ongoing growth and development
• Parental leave top-up
• Paid volunteer hours
• Employee resource groups to empower and drive change at Vidyard and in our communities
• RRSP match
• Stock options
• Flexible holiday program
• Home office stipend 
• Flexibility to work in the place that brings out your best: whether you thrive in the comfort of your home office, or are local to, and prefer the energy of our collaboration space in Kitchener, Ontario, Canada, there is flexibility for all. Although we default to remote-first there will be occasional in-person meetings/events purposefully designed for connection and collaboration.

Vidyard is an equal opportunity employer. Applicants who require reasonable accommodation to complete the application and/or interview process should notify us at recruitment@vidyard.com. Unsolicited resumes from Agencies will not be accepted.

Platform Operations Analyst

About the Team

Payments are at the core of Gusto’s business. The Platform Operations Team is the foundation of financial trust at Gusto by safeguarding customer funds and ensuring accurate, transparent financial operations that support our customers and drive the company's growth. We achieve this by continuous process improvement, performing payment reconciliation and research exceptions in our payment system. As a Platform Operations Analyst, you will be responsible for executing and maintaining processes that help us operate at scale.

About you!

• You’re curious by nature  and also passionate about Fintech and data driven solutions!
• You’re comfortable in a scrappy, fast-paced environment and feel confident standing up brand new processes.
• You don’t shy away from complex or ambiguous problems and are enthusiastic about establishing best practices across the organization.
• You are very analytical. You can investigate variances, identify trends, and surface errors/anomalies in large data sets. 
• You are comfortable picking up new tools and deepening your Excel & SQL skills through self learning and on the job coaching.

Here’s what you’ll do day-to-day:

• Perform manual reconciliation and exceptions research to support customer queries and cross functional teams. 
• Provide fast, accurate responses to complex support inquiries from partners
• Partner with internal and external teams to validate the accuracy of Gusto's financial data
• Develop a strong understanding of all aspects of the payment transaction lifecycle; from architecture, execution, reconciliations, and error resolution
• Identify, escalate, track, and resolve payment-related issues and discrepancies
• Collaborate with cross-functional teams to ensure efficient and accurate executions
• Execute and maintain processes that help the company operate at scale.
• Ensure that the payments infrastructure is operating efficiently and money is moving as expected
• Support reporting part of payment lifecycle including payment reconciliation, exceptions research and reporting
• Work closely with the backend system to ensure accurate payment reconciliation and reporting
• Support and maintain documentation for payment processes and procedures
• Stay up-to-date with industry trends and best practices in payment platform operations
• Collaborate and support team members in a positive and inclusive work environment

Here’s what we're looking for:

• Availability to work at PST (Pacific Standard Time) time zone
• Bachelor's degree in Business, Accounting, Finance or related discipline
• 1 to 2 years financial services/banking/eCommerce experience is a plus
• Basic knowledge of accounting/payments principles, cash transaction rules, and financial processes
• Proficient knowledge of MS Office (Excel, Word, PowerPoint) and financial systems
• Ability to problem solve and prioritize issues resolution
• Strong attention to detail
• Strong written and oral communication skills
• Curious, driven, focused, and detail-oriented. Able to influence without authority. Relentless in driving to closure and building strong relationships
• Analytical thinker, ability to map connections by looking for background information or by comparing practical examples
• Thrive in a fast-paced, ambiguous environment 
• Ability to work cross-functionally
• Recommended or eager to learn SQL to perform complex queries and create dashboards and alerts
• This role requires being physically located and eligible to work in Turkiye

Your Impact

• Work with multiple partners inside People Team, e.g. Centers of Excellence team members, and HR Business Partners.
• When necessary, liaise with external partners and occasionally business leaders directly in answering questions.
• Answer various People Team inquiries and issues, offering support to all employees and levels of management in the organization.
• Provide intake around employee issues.
• Provide daily support to HRBPs for internal client needs, projects, processes, trainings, etc.
• Input and handle accurate employee data in Workday and other People systems including new hire entry, terminations, and other various data changes.
• Learn and maintain detailed operating knowledge of processes, systems, and services offered by People Team.
• Help craft and facilitate documentation needed to maintain Personnel files.
• Support compliance with regulatory requirements and audit sample selection/validation.
• Operate with integrity, respect, and high personal standards around confidentiality, continuously building personal credibility.
• Perform any other functions as required by management.

Your Qualifications

• 1+ years in HR/People Operations-related roles, ideally with global teams.
• Independent self-starter, with an appetite for learning and working across multiple projects and programs.
• Excellent written, verbal, and interpersonal communication skills.
• Outstanding organizational skills with the ability to prioritize and meet target dates, as well as multi-task in a fast-paced environment.
• Ability to establish trust and credibility with employees at all levels.
• Strong analytical and problem-solving skills.
• Experience with HR Systems (Workday, Greenhouse, etc) preferred.
• Proficiency in Microsoft Office.

Job Locations: Remote, Mexico City, MX

To the attention of candidates (Mexico City): 

This role requires full time work over the Weekends. Candidates should be comfortable working with a “Wed-Sun” or “Sat-Wed” 5-day working week schedule. Candidates MUST have right-to-work in Mexico.  Visa sponsorship is NOT provided for this position.

About the Department

The Cloudflare Customer Support Team solves complicated problems and answers technical questions via phone, email, chat and social media. Whether it is a Wordpress blogger using our services for free or a global Enterprise business with petabytes of web traffic, we are always eager to assist. We are the eyes and ears of Cloudflare, acting as the real-time voice of the customer to help communicate their needs and real-world use cases back to the rest of the company - for better service and future product development.

Description

Network Operations Center ("NOC") Engineers provide premium-level support for Cloudflare's largest and most technically sophisticated customers. The NOC service will specifically provide monitoring, alerting, and remediation for degradation in availability and latency across Layer 7 traffic. The NOC system will monitor HTTP requests for alert-able conditions, and our NOC team will alert customers about problems as soon as they are found. 

NOC Engineers analyze the alerts, inform the customer of any material impact, and proactively put in motion a remediation path to resolving the degraded service, whether that be by moving traffic through a new route or working with the Systems Reliability Engineering team for a quick product fix or to declare a broader incident. The team also provides reporting and analysis to the customer on a regular cadence, beyond any report that would be self-serviceable within the Cloudflare UI.

Responsibilities

• Configure and maintain custom alerting for availability and latency across Layer 7.  
• Build and maintain customer dashboards  in Grafana, which will be used to monitor for alert signals.
• Work closely with internal teams such as System Reliability Engineering, Infrastructure Engineering, and Network Engineering to alert against, and subsequently provide meaningful data on performance degradation.
• Outreach to customers for triggered alerts, providing them with meaningful information on what alerts are firing and why.
• Escalate impactful alerts to customer support and/or other internal teams.
• Join customer calls to provide granular and frequent status updates on critical issues.
• Compile historical reporting on a regular cadence to customers, including remediation steps.

Requirements

3+ years experience in a customer-facing technical support role

• Modern internet protocols like HTTPS, UDP, TCP, etc.
• Analysis of traffic for anomaly detection and creation of mitigation rules
• Knowledge of Cloudflare Products & Features
• Excellent communication skills with both an internal technical audience and a high-level customer stakeholder

Senior Professional Services Operations Responsibilities

• Be a business partner to Professional Services leadership team and executives, providing insights to help shape the strategy of the business
• Works with regional professional services leaders and finance to design, implement and manage high quality and accurate forecasting, planning and budgeting processes that are integrated with other planning processes employed within the firm.
• Partners with regional professional services leaders to identify and drive process improvements.
• Ensures data, reports, and other internal intelligence tools are provided to stakeholders.
• Works with finance, sales and the PS leadership to ensure effective use and adoption of a PS solution for time tracking, and bookings..
• Provide data-driven insights on key performance indicators (KPI) and standardized business metrics, particularly at quarter end for IC compensation measures
• Establish baseline metrics/reports to support the development of new practices and goals, as necessary
• With direction from Director, PS Ops, lead and review the end-to-end execution of annual planning process to include headcount, utilization, and goal planning
• Partner with PS management team to drive business continuity, unblocking teams when required.
• Time card, expense entry and training compliance; drive timely entry of billable time and expenses across the engagement teams
• Business planning; establish business rhythm and cadence, leading meetings through deliverables, outcomes and actions. Own agenda development and track follow-up actions and influence leaders to complete forward looking business plans.
• Collaborate with Professional Services leaders to provide reports focused on financial and resource management data to aid with revenue and budgetary goals.

Senior Professional Services Operations Requirements

• Experience in building and maintaining effective working relationships with coworkers, managers, and employees, working effectively in a global team environment with shared responsibilities.
• Experience with basic system administration and knowledge of applications including: Workday and Salesforce – Anaplan would be a huge plus.
• Exceptional quantitative and spreadsheet skills
• Excellent written and verbal communication skills
• Self-starter that knows how to operate in ambiguity and prioritize task and resources
• Excellent problem solving, project management, interpersonal and organizational skills

Job Summary:

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to join our Revenue Operations team. In this role, you will be responsible for providing critical insights and actionable recommendations that drive business decisions and enhance the effectiveness of our sales organization. You will work closely with sales leadership, marketing, and other cross-functional teams to develop dashboards, reports, and models that improve sales performance and operational efficiency.

Key Responsibilities:

- Data Analysis & Reporting:

  - Develop and maintain dashboards and reports in Salesforce, Power BI, and other tools to monitor key sales and marketing metrics.

  - Analyze sales performance data to identify trends, patterns, and opportunities for improvement.

  - Provide actionable insights to sales leadership and other stakeholders based on data analysis.

- Sales Metrics & Forecasting:

  - Track and report on sales KPIs such as pipeline health, conversion rates, average deal size, and sales cycle length.

  - Assist in the creation of sales forecasts and capacity models to support business planning.

  - Build models to compare prior year performance with the current year and analyze the impact on sales outcomes.

-Capacity Modeling & Territory Assignments:

  - Support capacity modeling and territory planning to ensure optimal resource allocation.

  - Assist in designing and maintaining territory assignments that balance workloads and maximize sales potential.

- Quota & Compensation:

  - Calculate sales quotas, ramp periods, and compensation models to align with business goals.

  - Collaborate with the finance team to ensure accurate and timely quota setting and commission calculations.

  - Develop tools and models to provide clarity to the sales team on how they will be compensated, with comparisons to previous years.

- Process Improvement:

  - Identify inefficiencies in sales processes and provide recommendations for improvement.

  - Work closely with cross-functional teams to implement changes and track the impact on sales performance.

- Ad Hoc Analysis:

  - Conduct ad hoc analysis as needed to support strategic initiatives and decision-making.

  - Provide analytical support for sales campaigns, marketing initiatives, and other projects as required.

Qualifications:

- Bachelor's degree in Business, Finance, Economics, Data Science, or a related field.

- 5+ years of experience in sales operations, business analytics, or a similar role.

- Strong proficiency in Salesforce, Power BI, and Excel, with the ability to build complex models and reports.

- Deep understanding of sales and marketing metrics and their impact on business performance.

- Experience with capacity modeling, territory planning, and quota calculation is highly desirable.

- Strong analytical skills with the ability to interpret complex data sets and provide actionable insights.

- Excellent communication skills, both written and verbal, with the ability to present findings to senior leadership.

- Strong attention to detail and ability to manage multiple projects simultaneously.

Preferred Qualifications:

- Experience with SQL, Power BI, Python, or other data visualization and analysis tools.

- Familiarity with CRM systems and sales automation tools.

- Knowledge of sales compensation structures and incentive programs.

- Experience measuring Marketing key metrics and lead flow funnels

Key Competencies:

- Analytical Thinking: Ability to break down complex problems into manageable parts and provide data-driven solutions.

- Attention to Detail: Meticulous in ensuring accuracy in analysis and reporting.

- Communication: Clear and concise in presenting findings and recommendations to various stakeholders.

- Collaboration: Works effectively with cross-functional teams to achieve shared goals.

- Proactive:Takes initiative to identify opportunities for improvement and drive them to completion.

Nextiva Core Competencies / DNA:

• Drives Results:  The successful candidate will be action oriented, with a passion for solving problems.  They will bring clarity and simplicity to ambiguous situations.  This individual will challenge the status quo; asking what we can do differently and finding ways to create and build more success.  They are a change agent, prepared to lead and drive changes as we transform. 
• Critical Thinker:  The successful candidate is fact based and data driven, able to understand and articulate the “why,” identifying key drivers and learning from the past.  They are forward-thinking, anticipating problems before they arise.  They’ll recommend and action well thought out solutions, understanding the risks and dependencies. 
• Right Attitude:  The successful candidate will be team-oriented, collaborative and competitive with a winning mindset; they’re resilient and able to easily bounce back from setbacks.  They will be able to zoom in / out, willing to be hands-on to help solve important problems while being a motivating figure for the team along the way.  They will embrace a culture of service and learning with a focus on caring, supporting and respecting our customers and team members.

Compensation, Rewards & Benefits:

The salary or hourly wage offered by Nextiva to external candidates considers a wide range of factors, including but not limited to skills sets, experience, training, licensure and certifications, etc. Our compensation decisions are dependent on the facts and circumstances of each case. Our estimate of the expected hiring range for the position as posted is $60,000 - $92,000. A different level in the job hierarchy may apply to a specific candidate resulting in a different hiring range.

Nextiva provides a comprehensive employee benefits package that includes medical (including supplemental plans for accident, hospitalization and critical illness), telemedicine, dental, vision, disability, life insurance, legal assistance, an Employee Assistance Plan, paid parental bonding leave, PTO for hourly employees and Flexible Time Off (FTO) for salaried employees, an employee long-term savings plan (401k) through Fidelity with Nextiva matching, comprehensive employee wellness programs and loads of learning and development opportunities which are coupled with career paths to last a lifetime.

Interested in joining our amazing team at Nextiva HQ? Apply today as we launch the future of business conversations!????

Established in 2008 and headquartered in Scottsdale, Arizona, Nextiva secured $200M from Goldman Sachs in late 2021, valuing the company at $2.7B.To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog. 

Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. 

#LI-MS1   #LI-Remote

The Role

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Sales and Partnerships as well as cross functional partners such as Legal, Finance, Information Security & Engineering. Your role has a dual purpose:

1. Optimise key business processes & systems to shorten Addepar's sales cycle.
2. Develop cross-functional relationships and content to scale Addepar's ability to quickly respond to client Assurance requests.

What You’ll Do

• Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
• Train AI tooling with standard responses and optimise Addepar's Assurance Library content in Whistic.
• Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership.
• Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience.
• Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.

Who You Are

• 1+ years of applicable experience
• Excellent interpersonal, written, and oral communication skills
• Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
• Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
• Strong partnership skills
• Genuine passion for supporting team members and clients