Cx Operations Analyst

Há 2 dias


São Paulo, Brasil Nearshore Business Solutions Tempo inteiro

Job Title: CX Operations Analyst / Specialist Location: Remote Latin America Preferred Type of Contract: Full-Time Salary Range: Market Rates Language Requirements: English (Professional Proficiency) We are seeking a skilled CX Operations Analyst/Specialist with strong experience in HubSpot administration and post-sales process support to join our growing team at Compliancy Group.You will play a key role in enabling our Customer Success organization by optimizing workflows, managing order processes, and maintaining operational accuracy.Your work will directly impact team efficiency, client onboarding quality, and overall customer experience.Key Responsibilities Manage HubSpot for the post-sales team, including configuration, workflows, pipelines, data hygiene, and reporting dashboards.Maintain and optimize CX processes such as onboarding flows, renewal tracking, account health updates, and task automation.Process and manage customer orders, ensuring accuracy, timely updates, and seamless handoff between sales and customer success.Collaborate with CX leadership to implement new operational procedures, improve documentation, and support team enablement.Monitor system performance, troubleshoot issues, and coordinate enhancements with cross-functional teams.Produce recurring operational reports and insights to support decision-making and KPI tracking.Maintain standardized playbooks, internal resources, and SOPs to elevate CX team consistency and efficiency.Must-Have Qualifications 3 - 5 years of experience in CX operations, revenue operations, or customer success support roles.Hands-on experience managing HubSpot (required), including automation, pipelines, properties, task flows, and reporting.Strong understanding of post-sales and customer lifecycle processes.Excellent organizational skills with the ability to manage multiple workflows and priorities.Strong analytical skills and comfort working with data, metrics, and dashboards.Clear communication skills and ability to work cross-functionally with Customer Success, Sales, and Operations teams.Proactive problem-solver comfortable in a fast-paced, evolving environment.Preferred Qualifications Experience in SaaS or compliance-focused organizations.Familiarity with order management workflows and subscription-based models.Knowledge of additional CX or RevOps tools (e.g., Zendesk, Intercom, Gainsight, or similar).


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