customer operations associate

Currency Exchange International

<div>
 
 
 Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.
 
 
 
 
 
 
 
 
 Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI&rsquo;s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options.&nbsp;
 
 Visit our website to learn more about life at CXI: https://www.ceifx.com/about/life-at-cxi
 
 
 
 
 
 
 
 
 
 Our Value Statement:
 
 &nbsp;We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
 
 
 
 
 
 
 
 
 Our Values:
 
 
 
 <ul>
 
 <li>
 Customer First -&nbsp;We earn the right to be our clients&rsquo; first choice.
 </li>
 
 <li>
 Integrity&nbsp;-&nbsp;We hold ourselves to the highest standard to build trust.
 </li>
 
 <li>
 Collaborative&nbsp;-&nbsp;We always win as a team.
 </li>
 
 <li>
 Innovative&nbsp;-&nbsp;We find new methods to deliver change and advance technology to the industry.
 </li>
 
 <li>
 Passionate&nbsp;-&nbsp;We are driven to be the best in class.
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Currency Exchange International is seeking a driven professional, with strong attention to detail to join their team in Orlando, FL as an Operations Associate (also known as a DTS Support Associate)!
 
 
 
 
 
 
 
 
 
 Role Purpose:&nbsp;
 
 The main function of an Operations Associate is to provide exceptional customer service to our OnlineFX customers and retail branch or agent clients. The Operations Associate assists customers with questions, complaints, orders, returns and various other customer support related functions. Customer support is provided via phone, live chat and email.
 
 
 
 
 
 
 
 
 Essential Functions:
 
 
 
 <ul>
 
 <li>
 Answering incoming calls promptly
 </li>
 
 <li>
 Listen to customer concerns and complaints with the goal of identifying the causes of the problem.
 </li>
 
 <li>
 Contact clients to notify them when adjustments to an order are needed.
 </li>
 
 <li>
 Assisting with creation of new locations, rate modifications, and other functions in CEIFX
 </li>
 
 <li>
 Assisting and provide troubleshooting assistance for customers with the OnlineFX online interface.
 </li>
 
 <li>
 Provide customers with retail details such as directions, rates, fees, and other services per location.
 </li>
 
 <li>
 Engage with potential customers on their transactions to encourage them to place reservations, upsell, and promote our Currency Price Protection offering as appropriate and assist them with booking their orders.
 </li>
 
 <li>
 Managing Freshdesk tickets and support emails
 </li>
 
 <li>
 Processing incoming inventory and non-inventory orders
 </li>
 
 <li>
 Assisting with over 5K approvals and OFAC approvals
 </li>
 
 <li>
 Ensure all DTC support deadlines are met daily.
 </li>
 
 <li>
 Follow all DTC support Performance Standards
 </li>
 
 <li>
 Ensure all office safety guidelines are always followed.
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Other Duties:
 
 
 
 
 Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.&nbsp;Duties, responsibilities, and activities may change at any time with or without notice.
 
 
 
 
 
 
 
 
 Competencies:
 
 
 
 <ul>
 
 <li>
 Action Oriented
 </li>
 
 <li>
 Functional Skills
 </li>
 
 <li>
 Situational Adaptability
 </li>
 
 <li>
 Communicates Effectively
 </li>
 
 <li>
 Optimizes Work Processes
 </li>
 
 <li>
 Nimble Learning
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Required Education and Experience:
 
 
 
 <ul>
 
 <li>
 Work Experience: Minimum 1 year of Customer Service, Banking, or Operations experience
 </li>
 
 <li>
 Education: Minimum High School diploma and relevant work experience
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Position Type/Expected Hours of Work:
 
 
 
 <ul>
 
 <li>
 This is a part-time, onsite position
 </li>
 
 <li>
 25 hours per week (ideally 5 shifts a week)
 </li>
 
 <li>
 Shifts range from 12:00 PM to 12:00 AM EST
 </li>
 
 <li>
 Weekday and weekend availability is needed
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Benefits:
 
 
 
 <ul>
 
 <li>
 Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
 </li>
 
 <li>
 Sick Time - CXI will pay you 1 hour of sick time for every 30 hours worked, which may equal to an annual accrual of 40 hours (cap)
 </li>
 
 <li>
 Eligibility to enroll in our 401K Plan, Company match at 5% (after 60 days of employment)
 </li>
 
 <li>
 Tuition Assistance - After completing 90 days of employment, CXI offers tuition assistance for part-time employees *conditions apply*
 </li>
 
 <li>
 Holiday Pay - After completing 90 days of employment, CXI offers additional pay for select holidays
 </li>
 
 </ul>
 
 
 
 
 
 
 
 Please attach your resume for submission.
 
 
 
 
 
 
 
 
 Currency Exchange International is committed to providing a fair and inclusive interview process for all candidates. We invite and support applications from individuals with disabilities. Accommodations are readily available upon request to ensure that candidates can fully participate in every stage of the selection process.
 
</div>

Part-Time Operations Support Associate

eClerx

<div>Customer Operations &ndash; VOICE/CHAT- Associate Program Manager
 
India- Pune | Full-time (FT) | Customer Operations | Job ID _
 
 
Shift Timings - NIGHT SHIFT |Management Level &ndash; Leadership 
<h1 class="jobSectionHeader">Specialisation &ndash; International BPO, Voice
</h1>eClerx is looking to hire an experienced professional with over 13+ years of experience. As part of the Voice/Chat process team, your role will specifically focus on troubleshooting related processes. The ideal candidate will serve customers by planning and implementing strategies and operations; improving systems and processes; managing staff. Candidate will determine call centre operational strategies by conducting needs assessments, performance reviews, capacity planning, and cost/benefit analyses; identifying and evaluating state-of-the-art technologies; defining user requirements; establishing technical specifications, and production, productivity, quality, and customer-service standards; contributing information and analysis to organizational strategic plans and reviews.
The leader must demonstrate an ability to anticipate, understand, and act on evolving customer needs, both stated and unstated. Through this, candidate must create a customer-centric organisation and use innovative thinking frameworks to foster value-added relations. With the right balance of bold initiatives, continuous improvement and governance, the leader must adhere to the delivery standards set by the client and eClerx by leveraging the knowledge of market drivers and competition to effectively anticipate trends and opportunities. In addition, the leader must demonstrate a capacity to transform, align, and energize organisation resources, and take appropriate risks to lead the organization in a new direction. As a leader, the candidate must build engaged and high-impact direct, virtual and cross-functional teams, and take the lead towards raising the performance bar, build capability and bring out the best in their teams. By collaborating and forging partnerships both within and outside the functional area, the leader must work towards a shared vision and achieve positive business outcomes.
Candidate must also possess an understanding of the repair process in Telecom and Cable industry, with an ability to analyse information and evaluate results to choose best solutions and solve problems.
Customer Operations Associate Program Manager Responsibilities
<ul><li>Maintains and improves operations by monitoring system performance; identifying and resolving problems; preparing and completing action plans; completing system audits and analyses; managing system and process improvement and quality assurance programs; installing upgrades
</li><li>Accomplish human resource objectives by recruiting, selecting, orienting, training, assigning, coaching, counselling, and disciplining employees; administering scheduling systems; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures
</li><li>Prepares performance reports by collecting, analysing, and summarizing data and trends
</li><li>Meets financial objectives by estimating requirements; preparing an annual budget; scheduling expenditures; analysing variances; initiating corrective actions.
</li><li>Maintains professional and technical knowledge by tracking emerging trends in BPO operations management; attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
</li><li>Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
</li><li>Ensure Critical Performance Metrics are met consistently
</li><li><div>Lead client/vendor reviews/calibrations
</div></li><li><div>Revert to client/vendor queries on routine issues
</div></li><li><div>Provide innovative ideas to optimize internal metrics &amp; ensure critical matrices are met timely
</div></li><li><div>Manage multiple teams
</div></li><li><div>Perform audits and quality checks on Team Leads &amp; Floor Supports
</div></li><li><div>Provide feedback to the Team Leads &amp; Floor Supports periodically on their performance
</div></li><li><div>Ensure cross skilling and periodic process re-verification to ensure resource pool
</div></li><li><div>Perform Training Need Identification for teams
</div></li><li><div>Perform Bottom Quartile Management
</div></li><li><div>Ensure directives from senior leadership are percolated and acted upon
</div></li><li><div>Hold periodic meetings, discuss task delegation and review issues
</div></li><li><div>Conduct team huddles and meetings to discuss operational updates
</div></li><li><div>Build team spirit through group sessions, activities, and projects
</div></li><li><div>Focus on retention of staff through career mapping &amp; guiding team members
</div></li><li><div>Advocate and follow organizational policies and procedures
</div></li><li><div>Adhere to the information security requirements
</div></li><li><div>Ensure all client deliverables met within timelines
</div></li><li><div>Ensure productivity/quality enhancement and process meet all metrics
</div></li><li><div>Remediation of any major incident
</div></li><li>Manage client MBR/QBR deck, client calls and reviews</li></ul></div>

Associate Program Manager

Accenture

Skill required: Order to Cash - Cash Application Processing 
Designation: Order to Cash Operations Associate 
Qualifications:BCom
 
Years of Experience:1 to 3 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions. Order to Cash is the complete process from receiving a customer order to collecting payment. It includes order management, credit management, invoicing, and payment processing. The goal is to ensure efficient and accurate handling of orders and timely collection of revenue. This process helps improve cash flow and customer satisfaction. Effective Order to Cash management is crucial for a companys financial health and operational efficiency keyword includes :- (&quot;Order to Cash&quot;,&quot;Cash App&quot;,&quot;Collection &amp; Dispute&quot;,Billing, &quot;Deduction&quot;) Receive and deposit customer payments, apply cash remittances and credits/ adjustments, maintain bad debt reserves and allowances, prepare Accounts Receivable reporting, and post and reconcile Accounts Receivable activity to the general ledger. 
What are we looking for? &bull;Ability to perform under pressure &bull;Ability to meet deadlines &bull;Ability to manage multiple stakeholders NA
 
Roles and Responsibilities: &bull;In this role you are required to solve routine problems, largely through precedent and referral to general guidelines &bull; Your expected interactions are within your own team and direct supervisor &bull; You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments &bull; The decisions that you make would impact your own work &bull; You will be an individual contributor as a part of a team, with a predetermined, focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BCom

Order to Cash Operations Associate

Vananam Ventures Pvt Ltd

About VananamVananam, founded in September 2021 in Bangalore, India, aims to become a US$ 50 Bn conglomerate in five years, focusing on global and Bharat markets. With over 500 team members located in India, Dubai, Singapore, and the US, it spans Transit Retail, Real Estate, Hospitality, and Rewards &amp; Loyalty sectors, targeting significant growth through stakeholder wealth creation. As a fast-growing organisation, we pride ourselves on fostering a collaborative and inclusive work culture that nurtures talent and promotes professional growth.Position OverviewThe Operations &amp; Supply Chain Associate will support end-to-end execution of corporate gifting orders, ensuring smooth coordination between clients, vendors, and logistics partners. The role involves managing SKUs and stock records, monitoring shipments, maintaining MIS reports, and ensuring timely and accurate deliveries. This position requires strong ownership, attention to detail, and proficiency in Excel to support daily operations and reporting.Designation: Associate, Operations &amp; SCMEmployment Type: Full TimeJob Location: Bangalore (Work from office only)Key Responsibilities<ul><li>Assist in processing corporate gifting orders as per client requirements and internal guidelines.</li><li>Coordinate with vendors for product availability, pricing, timelines, and confirmations.</li><li>Track production, packaging, and delivery status for all gifting orders and escalate delays where required.</li><li>Maintain SKU lists, stock records, pricing sheets, and catalogue updates on a regular basis.</li><li>Support quality checks before dispatch to ensure items meet branding and quality standards.</li><li>Coordinate with logistics partners for timely pickups, deliveries, and shipment tracking.</li><li>Prepare order summaries, dispatch reports, and daily/weekly tracking sheets using Excel.</li><li>Assist in managing product samples, branding requirements, and client approval workflows.</li><li>Handle basic client communication regarding order status, dispatch details, and delivery updates when needed.</li><li>Ensure proper documentation, record-keeping, and adherence to internal processes and SOPs.</li><li>Collaborate with the sales, procurement, and finance teams for smooth order closure and invoicing.</li></ul>Qualifications and Skills<ul><li>Graduate in any discipline (Commerce/Business/Supply Chain preferred).</li><li>3+ years of experience in operations, supply chain, logistics, or a similar coordination role.</li><li>Strong Excel skills (VLOOKUP/HLOOKUP, basic formulas, filters, pivot tables preferred).</li><li>Experience in MIS reporting, order tracking, or operations dashboards is an added advantage.</li><li>Good understanding of shipment tracking, logistics coordination, and documentation.</li><li>Strong attention to detail, accuracy, and follow-through.</li><li>Strong command of the Kannada language</li><li>Good written and verbal communication skills for vendor and client coordination.</li><li>Ability to work in a fast-paced, deadline-driven environment and manage multiple orders simultaneously.</li></ul>How to ApplyInterested candidates are requested to share their profile with the subject line &ldquo;Associate, Operations Gifting&rdquo; to hiring@vananam.com.Job Types: Full-time, PermanentPay: &#8377;400,000.00 - &#8377;500,000.00 per yearBenefits:<ul><li>Food provided</li><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Work Location: In person

Associate, Operations & SCM

Robert Walters

A leading global financial institution is seeking a Clearing Operations Associate to join their London-based team. The role sits within a dynamic operations department specialising in post-transaction management for exchange-traded derivative positions. CLEARING OPERATIONS ASSOCIATE Salary: £50-60kLocation: City of London Hybrid: 3 days in office/ 2 from home A leading global financial institution is seeking a Clearing Operations Associate to join their London-based team. The role sits within a dynamic operations department specialising in post-transaction management for exchange-traded derivative positions, providing you with exposure to a wide range of financial products and markets. You will benefit from flexible working opportunities, supportive leadership, and a culture that values career transparency, mobility, and personal development. If you are looking for a position where your attention to detail, collaborative spirit, and passion for finance will be recognised and nurtured, this is the perfect next step in your career. What you'll do: As a Clearing Operations Associate based in London, you will play an integral role in supporting the post-transaction management of exchange-traded derivative positions. Your day-to-day responsibilities will involve handling client queries with care and precision, maintaining open interest records across European markets, overseeing physical deliveries of various derivative products, facilitating option expiries, ensuring accurate allocation of business transactions, resolving reconciliation breaks promptly, supporting trade allocation processes, releasing regulatory reports on schedule, monitoring CCP reconciliations in real time, and collaborating with internal teams to enhance operational workflows. Success in this role requires you to be dependable, detail-oriented, responsive under pressure, and committed to delivering high-quality service while adapting quickly to new processes. Manage client queries and communications related to derivatives. Maintain open interest records across all European markets. Oversee the end-to-end process of physical delivery for derivative products. Manage and facilitate option expiry processes across all European markets. Ensure all derivatives business is accurately allocated and claimed within required timelines to support seamless transaction processing. Action and clear reconciliation breaks by T+1 through diligent monitoring and resolution activities. Support trade allocation processes as well as break resolution and give-ups to maintain operational efficiency. Release regulatory reports in accordance with deadlines while managing derivative settlements and physical deliveries. Monitor real-time central counterparty (CCP) reconciliations to ensure accurate trade processing and settlement. Collaborate closely with internal teams such as Client Operations, Control, and Operational Change Support. What you bring: Experience with derivatives products including associated clearing processes is essential. Experience using exchange GUIs or SEALs platforms would be advantageous (eg. Eurex GUI, ECS, LMEsmart). Demonstrated ability to communicate clearly both verbally and in writing when handling client queries or collaborating with colleagues on operational matters. Strong numeracy skills combined with speed and meticulous attention to detail when processing large volumes of transactions or reconciling data. Proven capability to meet regulatory deadlines while maintaining composure under pressure in a busy operations environment. Genuine enthusiasm for financial markets demonstrated through previous experience relevant to derivatives clearing or trade processing. Familiarity with Microsoft Office applications such as Excel for data analysis or reporting purposes. What sets this company apart: This organisation stands out as one of the world's premier providers of clearing services- consistently ranking among the top three clearers globally based on turnover and market share. With approximately 15 million transactions processed daily across every major time zone, they offer unparalleled exposure to international financial markets. The team supports a broad range of derivative products, offering excellent exposure across multiple markets. Their remit goes beyond that of a traditional back-office function, giving team members valuable exposure and interaction across the business. Staff are also encouraged to contribute to process improvement, automation and change initiatives, creating a dynamic and collaborative environment. The company has an impressive record of staff retention, making this an ideal opportunity for someone looking to develop and progress within the team. If you are interested, please apply today by clicking on the link below. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Clearing Operations Associate

Skill required: Procure to Pay - Accounts Payable Processing 
Designation: Procure to Pay Operations Associate 
Qualifications:Any Graduation
 
Years of Experience:1 to 3 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? &bull; Provide Purchase to Pay (P2P) budget management support to the Aral Marketing Team in Germany and Luxembourg, becoming expert in the P2P process as well as Marketing Budget planning and management, and driving continuous improvement and compliance with the process. &bull; Reduce the number of issues with ordering and invoice payments. &bull; The role sits in the M&amp;C Germany Marketing Team, which is made up of a diverse and talented team of marketers working together to drive the local M&amp;C business forward. It further supports the M&amp;C Luxembourg Marketing Team. &bull; The role will work with several &ldquo;business partner&rdquo; and stakeholder within the GY organisation (e.g. finance), within M&amp;C (e.g. procurement and Service Center in Budapest &amp; Pune) as well as the Luxembourg Marketing Team. 
What are we looking for? &bull; High level of personal initiative and proactivity, able to build strong working relationships. &bull; Ability to work under pressure and to tight deadlines. &bull; Ability to prioritise effectively. &bull; High level of customer focus &ndash; in terms of internal as well as external customer. &bull; Good interpersonal skills. &bull; Team player yet able to work independently with limited support. &bull; Good investigation and dispute resolution. Desirable criteria &amp; qualifications &bull; Fluency in English &ndash; essential. &bull; Relevant degree and 3 to 4 year experience - essential. &bull; Ability to work proactively, well structured and efficiently to a given process &ndash; essential. &bull; Some experience serving a customer base, internal or external, within a computerized environment &ndash; essential. &bull; Good analytical skills including the ability to interpret data and transfer into reportings / presentations &ndash; essential. &bull; Good knowledge of MS Excel, Power BI &ndash; essential. &bull; Experience in procurement processes and SAP systems - desired. &bull; Previous experience in a global functional and complex organization - desired. &bull; Fluent in German- desired. &bull; Good communication and stakeholder management skills - desired
 
Roles and Responsibilities: &bull; Working with Aral Marketing Teams in Germany and Luxembourg to raise shopping carts requests, good receipt Purchase Orders and accrual postings. (Brand, MarCom, Promotion and Planning, Loyalty / CRM and Fleet). &bull; Responsible for checking documents to ensure correct data is present and that POs are raised against correct cost assignments. &bull; Tracking and reporting of Aral Germany Marketing Budget to the Aral Marketing Senior Manager and the Team Leads in Germany. &bull; Support &amp; Join the exchange with the GY Finance Team in monthly and quarterly closings as well as in MxQ and GFO planning. &bull; Continuous improvement of process, reporting and budget management process. &bull; Responsible for setting up new vendors and amending vendor details using the online vendor portal. Liaising with budget holders and procurement to ensure all relevant information is to hand. &bull;&bull; Resolving invoice query issues as highlighted by Accounts Payable team. Working with business recipients to ensure issues that may prevent payment of invoices are resolved. &bull; No explicit budget responsibility.
 
Any Graduation

Procure to Pay Operations Associate

Lean Technologies

<div>
 
 
 About the Job
 
 
 
 
 
 
 We&rsquo;re hiring a Revenue Operations Associate to join us at a pivotal moment of growth. You&rsquo;ll play a key role in shaping how our commercial teams operate and succeed. You&rsquo;ll be the heartbeat of our CRM (HubSpot), building smart automations using AI and no-code tools, keeping data flowing across systems, and helping ensure every part of our GTM stack is optimized for scale. This is not a traditional support role; it&rsquo;s a hands-on, high-impact, cross-functional opportunity to work at the core of our business.
 
 
 
 
 
 You&rsquo;ll work closely with Sales, Marketing, Customer Success, and Solutions Engineering to drive efficiency, performance, and visibility across the entire revenue funnel. If you're looking to build, own, and grow in a fast-moving environment, and you get excited by systems, automation, and processes, then this role is for you.
 
 
 
 
 
 
 About Lean
 
 
 
 
 
 
 Lean enables companies to seamlessly connect to their users&rsquo; bank accounts to initiate real-time payments and retrieve their account information. Our products have garnered the trust of leading companies and enabled them to deliver powerful experiences when connected with a user&rsquo;s bank account, allowing users to perform prudent financial planning, get better rates on loans, transfer money to friends, and more, without compromising on privacy or security.
 
 
 
 
 
 Backed by top-tier global investors including General Catalyst, Sequoia and Shorooq, and having recently raised $67.5M in Series B funding, we&rsquo;re building the rails for Open Finance in MENA. We&rsquo;re trusted by 250+ clients across the UAE and Saudi Arabia &mdash; including the likes of Binance, Etisalat Group, Careem, Sarwa, and many more - making it the region&rsquo;s most valuable Open Banking platform.
 
 
 
 
 
 Joining Lean means working on impactful problems, shaping the future of finance in the region, and being part of a fast-growing team that&rsquo;s setting the standard for open banking in MENA.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Be the day-to-day owner of HubSpot (users, pipelines, properties, workflows)
 </li>
 <li>
 Build automations using AI tools, workflow automation platforms and HubSpot workflows
 </li>
 <li>
 Connect HubSpot with tools across the GTM stack
 </li>
 <li>
 Enrich and maintain high-quality CRM data
 </li>
 <li>
 Create and document internal processes and support enablement across teams
 </li>
 <li>
 Assist in building reports and dashboards that drive better decision-making
 </li>
 </ul>
 
 
 
 
 
 Minumum Qualifications
 
 
 
 
 
 <ul>
 <li>
 1+ years of experience in RevOps, Sales Ops or CRM/automation-heavy roles (e.g., Sales/Marketing Ops, Growth)
 </li>
 <li>
 Experience with HubSpot (or similar CRMs), and automation tools
 </li>
 <li>
 Comfortable working with data and scoring model logic (e.g., lead scoring, routing rules)
 </li>
 <li>
 Curious, tech-savvy, and excited to own and improve complex systems
 </li>
 <li>
 Strong organizational skills and sharp attention to detail
 </li>
 <li>
 Excellent communication skills and a collaborative, cross-functional mindset
 </li>
 </ul>
 
 
 
 
 
 Nice to Have
 
 
 
 
 
 <ul>
 <li>
 Experience with AI tools (ChatGPT, Claude, Gemini etc.)
 </li>
 <li>
 Background in a startup or fast-growing B2B SaaS environment
 </li>
 <li>
 Familiarity with SQL, JavaScript or API/webhooks
 </li>
 </ul>
</div>

Revenue Operations Associate

Search 10000+ Customer operations associate jobs near you this December. New roles added regularly across leading industries. Apply today.