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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operational process improvement, data analysis, and training enablement within a SaaS environment. Proficient in utilizing CRM and project management tools to enhance workflows and facilitate cross-functional collaboration.
Highest-signal resume keywords
Operational Process ImprovementSalesforce CRM ExperienceWrike Project ManagementTraining and EnablementData Analysis and Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process ImprovementData AnalysisProject ManagementTraining DevelopmentDocumentation AuthoringUtilization ForecastingKPI ManagementAI IntegrationBusiness IntelligenceReporting
Soft Skills
Verbal CommunicationWritten CommunicationProblem-SolvingCollaborationPresentation Skills
Tools & Technologies
SalesforceWrikeMicrosoft ExcelPower BITableau
Industry Keywords
SaaSProfessional ServicesClient DeliveryPublic SectorGovernment Technology
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Identify operational bottlenecks and analyze root causes
- Develop and implement standard operating procedures for Implementation workflows
- Author and maintain documentation for operational processes and automated workflows
- Propose innovative processes and share data-driven insights
- Prepare reports and dashboards using Wrike, Microsoft Excel, and Salesforce
- Help managers interpret utilization, resource forecasting, revenue forecasting, and timesheet reporting
- Identify trends, risks, and issues and explain their business impact
- Provide operational workflow, systems, and tooling guidance
- Support Implementation Project Managers with tool assistance, project navigation, troubleshooting, and maintenance
- Support timesheet management, project assignments, quality checks, SKU maintenance, and KPI management
- Manage Wrike users and support platform governance
- Operationalize and maintain tools, solutions, and processes
- Own the CX Ops training curriculum
- Develop, administer, and refine training modules
- Deliver live enablement sessions in English to large groups
- Facilitate internal discovery sessions with CX teams
- Coordinate between Customer Experience, Business Systems, Finance, and other stakeholders
- Ensure effective issue escalation and timely resolution
- Contribute to CX Ops team culture and peer relationships
- Embed AI into day-to-day work and translate data and AI-generated insights into actionable narratives
Requirements
What you’ll need- Five or more years of experience in a similar operations role, preferably in a SaaS or technology-driven environment
- Experience in a post-sales organization; Professional Services or Client Delivery experience is strongly preferred
- Demonstrated end-to-end process improvement experience, including discovery, solution development and proposal, implementation coordination, communication, and enablement
- Advanced experience with CRM software such as Salesforce and project management or professional services automation platforms; Wrike experience is strongly preferred
- Strong analytical and problem-solving abilities, with experience identifying trends or issues and developing data-driven commentary and recommendations
- Training and enablement experience, including confidence presenting live in English to large groups and helping audiences adopt new processes or tools
- Exceptional verbal and written communication skills across multiple seniority levels
- Ability to plan, manage, and follow through on complex, multi-phase internal projects
- Ability to translate data into a clear story with concise, actionable commentary
- A business degree or equivalent practical experience
- Familiarity with AI tools applied to operational workflows, reporting, or process documentation
- Experience with business intelligence or data visualization tools such as Power BI or Tableau
- Background in public sector, government technology, or civic engagement SaaS environments
- Experience supporting or leading acquisition integrations, platform migrations, or large-scale cross-functional transformation initiatives
- Familiarity with Granicus products, CX delivery models, or government digital services
- Responsible for preserving the confidentiality, integrity, and availability of Granicus information assets
- Responsible for ensuring employee and customer data privacy and completing required privacy training
Benefits
Comp & perks- Employee Resource Groups to encourage diverse voices
- Coffee with Mark sessions with the CEO
- Microsoft Teams communities focused on wellness, art, furbabies, family, parenting, and more
- Special guests discussing issues impacting employees
- Remote-first work environment
- Globally distributed workforce
