CX Operations Analyst (AI)

Location: Philippines; remote

Company

ClickUp is an AI-native SaaS company building a unified workspace for tasks, documents, chat, calendars, and enterprise search.

What you will do

• Manage partner services operations, including SOW creation and tracking, amendments, closure, invoicing, payment follow-up, and discrepancy resolution.
• Govern partner access to internal tools and customer environments, including provisioning, de-provisioning, documentation, and audit readiness.
• Build and iterate AI-driven workflows, agents, and AI-assisted tools for customer health, risk detection, engagement management, service delivery, and CX operations.
• Create reports, dashboards, and scenario analyses in Salesforce, ClickUp, Hex, and related business intelligence tools.
• Analyze qualitative and quantitative data to identify risks, opportunities, renewal and retention patterns, and operational improvements.
• Support capacity planning, strategic initiatives, process adoption, and ad hoc operational requests across TAM, Solutions, Support, Partner Services, Finance, and GTM Systems.

Requirements

• 3+ years of experience in Operations, Analytics, or a related role, preferably in a SaaS, customer-facing, or GTM environment.
• Demonstrated experience building and deploying AI-powered workflows and supporting technology-enabled business process transformations.
• Strong data management and analysis skills, including reports, dashboards, scenario models, and business intelligence tools.
• Proficiency with Salesforce, Gong, ClickUp, Hex, Tableau, Google Apps Script, and comparable platforms.
• Experience with SaaS business models, customer journeys, and core customer success KPIs in a high-growth global environment.
• Knowledge of professional services and customer success methodologies, processes, tools, and metrics, with a hands-on approach to delivering projects.

Culture & Benefits

• AI fluency is evaluated during the hiring process, and AI is expected to be used in daily work.
• Work focuses on rapid innovation, experimentation, automation, and operational excellence.
• Cross-functional collaboration spans global regions and multiple CX and business functions.
• AI outputs must be validated carefully, with attention to risk management and repeatable operational systems.
• Visa sponsorship is not available for roles outside engineering and product.

Hiring process

• AI fluency and the ability to apply AI to role-related work are evaluated during the hiring process.
• Applications may be reviewed with artificial intelligence and machine learning tools, supported by human decision-making.