Strategy & Operations Senior Associate

As a Strategy & Operations Senior Associate, you will act as an advisor to executives in the Client Sales Solutions Customer Success organization and be responsible for helping crack the most important strategic and operational problems facing the business. " Establish strong working relationships with peers in other Sales Operations teams and cross-functional partners (business operations, sales leadership, HR, finance and systems teams) to achieve objectives.

Job Title: Strategy & Operations Senior Associate, Customer Success
Location: Hybrid - San Francisco, Sunnyvale, Chicago, or New York (3 days/week, days flexible)
Duration: 12 Months Contract

As a Strategy & Operations Senior Associate, you will act as an advisor to executives in the Client Sales Solutions Customer Success organization and be responsible for helping crack the most important strategic and operational problems facing the business. Additionally, you will assess business performance and derive actionable insights focused on driving revenue growth, sales productivity, and customer value. This individual is also responsible for leading, executing, and scaling operational and planning processes in partnership with cross-functional stakeholders.

Responsibilities:
" Track business performance and provide insights and recommendations to advise CS leadership and inform day-to-day decisions
" Lead operational processes of the CS organization, such as territory allocation, audits, reports, and dashboard development, data checks, and maintenance
" Advise senior members of the CS organization on growing and optimizing their businesses by making data-driven, actionable recommendations that help them achieve their long-term strategic priorities
" Drive strategic planning processes through data-driven recommendations (e.g., customer segmentation, headcount, financial and territory planning)
" Lead and provide recommendations on a variety of strategic, cross-functional projects that will shape Client s go-to-market motion. Present insights and recommendations to executives and global sales operations partners
" Establish strong working relationships with peers in other Sales Operations teams and cross-functional partners (business operations, sales leadership, HR, finance and systems teams) to achieve objectives

Basic Qualifications:
" BA/BS degree in business, operations, analytics, or related field
" 4 years of experience in sales operations, business operations, management consulting, investment banking, or an analytical/operational role
" 4 years of experience with Excel and SQL

Preferred Qualifications:
" Advanced knowledge of Microsoft Excel: expertise in data analysis and financial modeling
" MA/MS/MBA degree in business or related field
" Ability to leverage numbers and insights to influence and drive sound decision-making
" Experience in communicating effectively, project and time management, writing and presentation skills with the ability to confidently interact with senior management
" Ability to build strong partnerships and collaborate with stakeholders
" Strong attention to detail and ability to see insights beyond the numbers to drive sound decision-making
" Ability to flex between day-to-day operations/project management and broader strategic initiatives
" Motivation to challenge the status quo and continually innovate
" Ability to effectively solve complex problems from high-priority strategic initiatives
" Experience in working with Tableau, SQL/Presto, PowerBi

Suggested Skills:
" Working experience leveraging GitHub, Copilot, or any AI tool
" Excel
" SQL
" Analyzing Data
" Reporting