Customer Operations Specialist

2 weeks ago

Costa Mesa California, United States Phocas Software Full time
About the Role

We are seeking a highly skilled Customer Operations Specialist to join our global Growth Operations team at Phocas Software. As a key member of our team, you will play a critical role in transforming every customer interaction into a stellar experience.

Key Responsibilities
  • Operational Maestro: Provide operational support to our customer teams, refining documentation and processes to maximize customer value.
  • Sleuth of Enhancement: Identify and pinpoint areas for technical and process improvement, then present game-changing solutions to turbocharge productivity and streamline operations.
  • Global Pathfinder: Join forces with global colleagues to define, train, and execute operational and technical best practices for delivering and supporting Phocas products and systems.
  • Trend Tracker: Stay on top of industry trends and customer system best practices, integrating the latest innovations into our strategies.
  • Alignment Architect: Lead the charge in ensuring alignment and synergy across Phocas, collaborating with stakeholders and teams to synchronize efforts.
  • Cross-functional Dynamo: Dive into cross-functional projects and initiatives, contributing expertise to fine-tune business processes and information flow.
  • Program Deliverer: Ensure the successful delivery of evolving programs that not only support current strategies but also pave the way for future customer triumphs.
  • System Revamp Collaborator: Partner with stakeholders to revitalize supporting systems, tools, and associated data/metrics, ensuring they're finely tuned for success in our dynamic environment.
Requirements
  • Attention to detail and ability to embrace and adopt technical systems.
  • Project management, time management, and ability to work collaboratively with cross-functional teams.
  • Comfortable and adept at maneuvering through various systems and databases effortlessly.
  • Flexible and capable of adapting swiftly to rapidly changing priorities.
  • Strong written and verbal communication skills.
  • Experienced in managing projects efficiently.
  • Proven track record in operational/project management, preferably in a SAAS environment.
  • Strong analytical skills, able to interpret complex data and provide actionable insights using various CRM, database, and analytics tools.
  • A continuous improvement and automation mindset to help bring value to customers quickly.
About Us

Phocas Software is a business planning and analytics company on a mission to make people feel good about data. We've been hard at it for 20 years, helping 2,300 companies turn complex business data into performance-boosting results. Despite our global status, we've held on to our start-up roots. The result is a workplace that's fast, exciting, and designed for fun.

We know that fun is different for everyone. So, if you want to trial a new initiative, lead a project, save the planet, or spend more time with your favorite people outside work, you'll have our full support. As long as you're doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy, and all-round nicer human. Your friends and family will thank you.

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