Senior Partner Operations Analyst

The Senior Partner Experience (PEX) Operations Analyst is responsible for supporting the CPX PEX team globally and other stakeholders by enhancing communication and driving business processes. This position will assist in identifying and implementing processes that create team efficiency and effectiveness. The Senior PEX Operations Analyst will also act as the point of contact for global internal teams to ensure alignment on communication, prioritization, and initiatives.

What You'll Do

• Create and implement processes and policies that optimize operational effectiveness and efficiency

• Help identify areas of improvement for operational efficiency across various groups through gaining feedback on business processes & needs

• Investigate and recommend best practices to ensure consistency across team procedures

• Partner with global internal teams to ensure alignment on communication, prioritization and initiatives

• Partner with Gainsight (CPX Management system) Administrators to source data as needed and deliver insights about customer behaviour to client-facing teams

• Work with PEX leaders to ensure that partner-facing teams have the tools, processes, and data necessary to achieve business objectives

• Assist with reports, dashboards and analytics to track key performance indicators including partners trends supporting their maturity journey

• Complete operations and administrative duties efficiently and accurately throughout all aspects of PEX and partner needs

• Facilitate seamless logistical support for partner team & partner training activities, including room bookings, participant coordination, and catering arrangements.

• Ensure smooth execution of partner-related events by managing diverse logistical aspects with attention to detail.

What You'll Need

Minimum Qualifications

• 4+ years experience working in Customer or Partner Experience, Customer Success, Operations or similar role in a SaaS business

• Undergraduate degree or equivalent combination of education and experience in a related field

Preferred Qualifications

• Experience working in geographically dispersed teams is preferred

• Previous experience supporting insights for a SaaS platform

• Previous experience managing, coordinating, scheduling and reporting partner training and enablement

• Previous experience from an analytical perspective on partner maturity growth including predictive modeling and trend analysis

• Exceptional problem-solving, critical thinking, and analytical skills

• Enjoy planning, organizing and multitasking skills to prioritize numerous projects

• Solid verbal and written communication skills to translate both business needs and data insights in clear, concise, and effective manner

• Ability to effectively interact with business partners at varying levels of organization

• Interested in leveraging technology, tools, and process improvements to develop innovative solutions and drive continuous improvement

• Ability to meet established deadlines

• Well organized with superb project management, time management skills and attention to detail

• Ability to synthesize data into consumable insights and deliver to stakeholders

• Personable, agile, adaptable and flexible, with the ability to work successfully in a high-energy, rapidly changing environment

• Technical aptitude, with familiarity in using office based software

Travel Requirements & Working Conditions

• Up to 10% travel for internal meetings

• Reliable internet access for any period of time working remotely, not in a Workiva office

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.