Formstack logo

CX Planning & Operations Analyst

Formstack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slow organizations down.

Number of employees

201-500

Dollar sign

60k-80k USD

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission.
Formstack is a remote-first company with team members who live and work across the U.S., Canada, and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.
Casey Ahrens, Manager of CX Planning Operations at Formstack, is looking to hire someone who will complement and strengthen the team.

Who You Are

You are a great communicator and believe collaboration is the key to success. You are someone who loves to understand the why behind data. You are an independent and strategic thinker but know when to consult others. You have a strong technical background in data analysis and insights. You are excited about your work and bring a positive attitude to the team.

How You’ll Succeed

  • This role will support operational analysis for all arms of the CX Department including our Support, Customer Success, and Pro Services teams.
  • Partner with business stakeholders to design, build and publish reports, visualizations, and dashboards using multiple data sets and sources.
  • Effectively and cohesively communicate data insights and findings to all levels of the organization, including presenting executive summaries, to maximize strategic decision making.
  • Ensure stakeholders can easily and accurately track KPIs and metrics.
  • Execute ad-hoc analyses to answer key business performance questions.
  • Identify opportunities for improved departmental reporting and provide requirements for build-out.
  • In partnership with the Planning and Operations Manager, own business analysis functionalities by identifying new areas of discovery, improving on existing available insights, and ensuring accuracy in analytics.
  • Use business insights to make recommendations to improve and scale departmental performance and processes in partnership with the Planning and Operations Manager.
  • Investigate and implement ways to streamline current reports and make outputs simple yet insightful.
  • Ensure best practices are utilized in defining business processes, reporting standards, and partnering internally to ensure adherence to data architectural guidelines.

What We’re Looking For

  • 2-3 years’ experience in analytics, with a focus in customer operations data
  • Experience building advanced reports and models in Excel and Salesforce
  • High level of business acumen and understanding of operational KPIs 
  • Ability to distill and concisely communicate key business insights from complex analyses 
  • Experience in Saas preferred
  • Highly organized with a focus on execution, problem solving and improving processes 
  • Exceptional time management skills and accountability 
  • Effective verbal and written communication skills whether sharing results and insights or documenting assumptions and methodologies 
  • Ability to think critically and adapt quickly in a flexible environment 

Salary Range

$60,000 - $68,000 per year (USD) + bonus up to 5% of base salary
  • **This is a remote (work-from-anywhere) position.***
What Formstack Offers for Full-Time Employees in the US and Canada(exclude Quebec):
  • Free health plans and company-paid Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.
  • Monthly Health Wellness and Technology stipends
  • Half-day Fridays
  • Unlimited PTO for all employees.
  • 401k Roth w/ safe harbor match (the US and Canada)
  • The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job
  • Company-paid conferences and extended learning opportunities
  • Yearly company and team gatherings
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and authentic workplace. if you’re excited about this role, but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
Formstack is an equal-opportunity employer. We are passionately committed to equitable hiring and boldly dedicated to diversity in our work and staff. We do not discriminate in employment opportunities or practices based on actual or perceived race, color, religion, national origin, sex (including pregnancy, childbirth, or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, uniform service member status, disability or any other characteristic protected by law. Women, people of color, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.
All data collected in our application process, from resume collection to application questions, is used for recruitment purposes only. We will store it in our applicant tracking system, Lever, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.

About this role

January 23rd, 2023

November 24th, 2022

Full Time

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60k-80k USD

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About Formstack

Learn about Formstack and their company culture.

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Formstack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slow organizations down. From eliminating paper forms to breaking digital silos, Formstack empowers anyone to quickly and easily build custom forms, create documents, and collect eSignatures—all without any specialized skills or coding.

Launched in 2006, Formstack is trusted by more than 22,000 organizations worldwide, including Cleveland Clinic, NHL, Netflix, Twitter, and Butler University, to digitize information, automate workflows and transform processes.

Since its founding, Formstack has focused on fostering a strong, remote-first company culture. The company was named to Inc.’s 2020 Best Workplaces, 2019 Indiana Breakout Tech Culture Awards Winner (Top-Rated Workplace), Indiana Chamber of Commerce’s 2019 Best Places to Work (for the fourth consecutive year), Built in Colorado's 2019 Best Places to Work in Colorado, and 2017 TechPoint Mira Awards Finalist (Company Culture of the Year).

The company has also experienced tremendous growth, recognized numerous years on the Inc. 5000 List and the Indianapolis Business Journal (IBJ) Fast 25, and Colorado Springs Chamber & EDC 2018 Industry Awards (New Business of the Year).

Tech stack

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Benefits and perks

Learn about the benefits and perks that Formstack provides.

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Sabbaticals

Sabbaticals

Formstack offers a 4 week sabbatical once you hit 5 years of employment. All we ask is that you learn something outside your day to day life!

Paid parental leave

Paid parental leave

We recently altered our parental leave. Primary care givers get 12 weeks of paid leave and secondary caregivers get 2 weeks of paid leave.

Learning and development budget

Environment of growth

From professional coaching services to conferences and extended learning, we provide resources that help you build your future.

Company retreats

Company retreats

Get to know your distributed peers with annual team and all-company retreats. Previous destinations include Chicago and Mexico!

View all employee benefits
View all employee benefits
SaaS
Number of employees

201-500

2006

Chris Byers

These are the countries where employees are currently based.

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