ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄
As a CX Operations Analyst, you will serve as a trusted business partner to the Professional Services and Solutions teams as well as senior leadership. Your role will involve driving scalability and efficiency in key business processes, supporting the operating rhythm of the departments, and providing insightful analysis on the health of the business. You will participate in cross-functional initiatives centered on operational excellence and accelerating customer growth and retention. If you are a proactive, data-driven, process-oriented individual who thrives in a fast-paced environment, this role is for you!
Responsibilities:
Process Optimization
- Implement and improve workflows to enhance productivity and consistency throughout customer journey, from pre-sales through service delivery and ongoing account management
- Streamline the services quote review, approval, and Statement of Work processes
- Facilitate the resource assignment, project setup, and initiation workflows for ClickUp internally-delivered and Partner-delivered services engagements
- Ensure timeliness and accuracy of opportunity, project, and account data updates through process simplification, team enablement, system automation, and exception monitoring
- Create, maintain, and update comprehensive documentation related to standard operating procedures and department initiatives
Reporting and Data Insights
- Build and maintain reports and dashboards in Salesforce, ClickUp, spreadsheets, and analytics platforms such as Tableau to measure performance against goals
- Generate reports and conduct ad hoc analyses on financial, operational, and customer metrics such as bookings, pipeline, win rates, services attach rates, resource utilization, margins, user adoption, gross and net retention
- Support department-level weekly forecasting for new business, expansions and renewals as part of company forecast cadence
- Extract business insights from qualitative and quantitative data, identify potential risks and opportunities, and develop recommendations to inform leadership decisions and actions
Cross-Functional Projects
- Represent the Professional Services and Solutions department goals and perspectives when collaborating with various stakeholders across ClickUp (e.g., Sales, Product, Finance, Systems)
- Take ownership of specific milestones and deliverables within the scope of company-wide strategic initiatives
- Manage assigned projects from start to finish, ensuring responsibility for their successful outcomes
Qualifications:
- Minimum 3-5 years of experience in an Operations or similar role working closely with customer-focused teams including Professional Services, Solutions/Sales Engineering, Customer Success
- Strong understanding of SaaS business model and related metrics and KPIs
- Expertise in data management and reporting solutions (e.g., advanced Excel/Google Sheets, Tableau, PowerBI)
- Experience in rolling out business process improvements and system solutions to drive operational excellence
- Skilled at collaborating cross-functionally with stakeholders across global regions and time zones
- Ability to manage multiple tasks independently while adapting to new technologies and processes
- Strong organizational skills with the ability to assess priorities and re-evaluate as conditions change
- Excellent oral and written communication skills, including presentation skills
- Proven track record of managing a variety of projects and driving company initiatives
- Experience with ClickUp or other project management and collaborative work management tools is highly desirable
If you're a proactive, detail-oriented, and results-driven individual with a passion for delivering the best customer experience and creating operational excellence, we encourage you to apply for this dynamic role and join our mission to make the world more productive.
#LI-Remote
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
Top Skills
What We Do
ClickUp is one app to replace them all. It's more than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate! ClickUp is trusted by millions of users and over 100,00 teams.
Why Work With Us
ClickUppers are highly passionate, energetic, and unique people that align in the mission of saving people time and making the world more productive. We're the newcomer, the underdog, but that's where we thrive. Let’s make the world more productive, together!
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