Customer Success Operations Analyst

Job description

Who We Are

AuditBoard is a high-growth SaaS company in the financial technology space that is transforming the way organizations manage critical risk, audit and compliance initiatives. We believe in empowering enterprises to manage and control risk so that their businesses are able to thrive. Designed by former chief audit executives, our enterprise cloud platform is purpose-built to automate and streamline activities in ways that align with how our thousands of users think and act daily. Clients range from pre-IPO organizations to Fortune 500 companies, including leading organizations such as WeWork, Activision Publishing, Lions Gate Entertainment Corp., TripAdvisor, Arthur J. Gallagher & Co. and Cox Communications, among many others.


Who We Are Looking For
The Customer Success, Operations Analyst will have strong operational and analytical experience. You should enjoy enhancing business systems/processes, and developing insights to help drive a positive customer experience, revenue growth, and operational scalability. The analyst is also responsible for providing CRM support and data analysis for the Customer Success organization. This role will be highly cross-functional, working closely with the business teams, including Sales, Customer Support, and Onboarding.

Main Job Duties Include

  • New client provisioning, data management, process improvement in partnership with the Customer Success and Services department, dashboards, reporting and analytic
  • Develop and deliver accurate analyses, reports, dashboards, and ad-hoc requests for the Operations organization and optimize efficiency and effectiveness
  • Manage integration requirements between GetFeedback, and other installed applications
  • Review, help maintain, and improve the quality of data through the use and management of various data quality and reporting tools including Time Tracking Platform(s) and, including data loading and management
  • Analyze current and past trends in key performance indicators for the operations team to identify operational weaknesses and identify strategies and processes to keep our business growing as efficiently as possible



● BS/BA in Business Administration, Finance, or a related field, required
● 2+ years of relevant experience in a similar role, required
● Strong Excel skills with experience manipulating large sets of data
● Ability to multitask and work independently in a fast paced environment
● Excellent modeling skills (e.g. Microsoft Office applications)
● Ability to work independently, detail-oriented, and execution focused
● Highly collaborative, team oriented, and comfortable leading cross-functional projects
● Data wizard. Querying and scoping (SQL, SFDC), analysis (Excel), summarizing (pivot
tables, charts, slides, written explanation), reporting (dashboards, repositories)

● Excellent written and verbal communication and listening skills along with the ability to effectively communicate with various audiences, such as fellow individual contributors, team managers, and executive leadership
● Ability to effectively prioritize and manage recurring or ongoing tasks, one-off projects and on-demand requests
● Self sufficient, forward and critical thinking, self starting problem solver, and work with little direct supervision

Why You’ll Love Life at AuditBoard
● You’ll be launching a career at a well-funded, hyper-growth SaaS tech company
● Free daily catered lunches
● Stock options
● Unlimited snacks and beverages in our kitchen
● Free gym membership
● Medical, dental, and vision coverage for full-time employees
● 3 weeks of Paid Time Off and 10 holidays per year
● 401k to save for your future
● Fun company and team outings - Work Hard Play Hard!