CX Operations Analyst

ClickUp
Philippines
Workplace: RemoteFull timeFunction: Business OperationsSkills: ["Detail-oriented","Analytical","Problem-solving","Stakeholder collaboration","Judgment"]

Own critical CX Operations partner services processes, including SOW lifecycle management, partner invoicing workflows, and partner system access governance. Partner with cross-functional stakeholders to automate and enhance CX operations using AI-driven workflows and AI agents. Deliver data insights through dashboards, reports, and ad hoc analysis in Salesforce/ClickUp/Hex to improve renewals, retention, customer health signals, and operating leverage.

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FursaFursa
ClickUp
ClickUp
1 day ago

CX Operations Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Own critical CX Operations partner services processes, including SOW lifecycle management, partner invoicing workflows, and partner system access governance. Partner with cross-functional stakeholders to automate and enhance CX operations using AI-driven workflows and AI agents. Deliver data insights through dashboards, reports, and ad hoc analysis in Salesforce/ClickUp/Hex to improve renewals, retention, customer health signals, and operating leverage.
Location: Philippines
Workplace: Remote
Employment Type: Full time
Job Function: Business Operations

Key Responsibilities

  • •Own end-to-end partner services operational processes, including SOW management, tracking, amendments, and closure.
  • •Execute partner invoicing workflows: validate submissions, manage approvals, track payments, and resolve discrepancies.
  • •Govern partner system access via provisioning, de-provisioning, and ongoing access governance for internal tools and customer environments.
  • •Build and iterate AI-driven workflow automations and AI-assisted tools, validating outputs and reducing manual work across TAM, Solutions, and CX.
  • •Produce data insights via dashboards/reports and ad hoc analysis to inform renewals, retention, quality measurement, and customer experience outcomes.

Key Requirements

  • •3+ years in Operations, Analytics, or a related role, preferably in a SaaS, customer-facing, or GTM environment.
  • •Demonstrated experience building and deploying AI-powered workflows that improved productivity, decision quality, execution, or data signals.
  • •Track record of supporting technology-enabled business process transformations with strategic AI/agentic solutions.
  • •Proficient with data management and analysis, including building reports, dashboards, and scenario modeling using business intelligence tools.
  • •Strong proficiency with Salesforce and other tools such as Gong, ClickUp, Hex, Tableau, and Google Apps Script; experience across SaaS metrics and customer success/knowledge of professional services methodology.
Experience:SaaSCustomer-facingGTMAIAutomationBusiness intelligenceProfessional services
Skills:Detail-orientedAnalyticalProblem-solvingStakeholder collaborationJudgment
Tech Stack:SalesforceClickUpHexTableauGongGoogle Apps ScriptAIAI agentsMachine learning

Company Brief

ClickUp
ClickUp provides an all-in-one productivity platform that combines tasks, docs, chat, goals, and automation to replace multiple workplace apps and increase team productivity for companies of all sizes.
Industry: Enterprise Software
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series C
Headquarters: San Diego, United States
Founded: 2017
Glassdoor
Glassdoor: 4.1
WebsiteLinkedInGlassdoor