CX Operations Analyst at ClickUp

ClickUp is seeking a CX Operations Analyst to join their team in the Philippines. In this role, the individual will partner with the Professional Services and Solutions teams, along with senior leadership, to drive scalability and efficiency in key business processes. The CX Operations Analyst will play a key role in supporting the operating rhythm of the departments and delivering insightful analysis.

Responsibilities:

• Implement and improve workflows
• Streamline the services quote review and approval processes
• Facilitate resource assignment and project setup
• Ensure data accuracy through process simplification and automation
• Create and maintain documentation for standard operating procedures
• Build and maintain reports and dashboards
• Generate reports and conduct ad hoc analyses on key metrics
• Support department-level forecasting
• Extract business insights from data
• Represent department goals in cross-functional collaborations
• Manage assigned projects from start to finish

Requirements:

• Minimum 3-5 years of experience in Operations
• Strong understanding of SaaS business model and KPIs
• Expertise in data management and reporting solutions (e.g., Excel, Tableau)
• Experience in rolling out business process improvements
• Skilled at cross-functional collaboration
• Ability to manage multiple tasks independently
• Strong organizational and communication skills
• Proven track record of project management
• Experience with ClickUp or similar tools is desirable

What ClickUp offers:

• Opportunity to work at a fast-growing SaaS company
• A culture of hard work and consistent growth