Analyst, Customer Success Operations (SaaS)

TL;DR

Analyst, Customer Success Operations (SaaS): Supporting Customer Success reporting, dashboarding, and process optimization with an accent on data integrity and cross-functional collaboration. Focus on creating Salesforce reports, managing case queues, and optimizing revenue operations processes.

Location: Remote (Mexico)

Company

hirify.global is a global software provider specializing in products that simplify operations for Legal, Risk, Compliance, and HR functions.

What you will do

• Support Customer Success and Account Management teams with operational needs.
• Create and manage Salesforce reports and dashboards to track business performance.
• Manage case queues efficiently and maintain data integrity across systems.
• Coordinate with the Collections Team to manage customer suspensions and warnings.
• Support weekly, monthly, and quarterly reporting and forecasting processes.
• Escalate critical system and process challenges to leadership.

Requirements

• Must be based in Mexico.
• 3-5 years of experience in operations, deal desk, data integrity, finance, or business analytics.
• Experience working in high-growth, fast-paced Private Equity technology companies.
• Proficiency with SFDC (Salesforce) and Microsoft/Google suites.
• Bachelor’s Degree.
• Ability to navigate ambiguity and influence stakeholders constructively.

Culture & Benefits

• Inclusive work culture centered around people practices and learning opportunities.
• Blend of entrepreneurial spirit and enterprise investment.
• Globally dispersed team environment.
• Equal opportunity employer valuing diversity at all levels.