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Clients Operations Analyst Jobs

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Seu bem-estar, nossa missão. Junte-se a uma empresa que torna o mundo mais saudável. CONHEÇA A GENTE Estamos revolucionando o bem-estar corporativo. Nossa plataforma conecta colaboradores do mundo todo aos melhores parceiros em exercício físico, mindfulness, terapia, nutrição e rotina de sono – tudo em uma só subscrição. Com base em Nova York e equipe na Europa, América do Norte e América do Sul, nossa missão é fazer de toda empresa uma empresa de bem-estar. A gente acredita que o trabalho deve ser gratificante, inspirador e equilibrado. Aqui, você vai encontrar uma equipe que valoriza bem-estar, colaboração e perspectivas diversas, em um lugar onde paixão e criatividade rompem limites para criar impacto de verdade. Suas contribuições vão ajudar a construir um mundo mais saudável, para você e milhões de pessoas globalmente. Por que temos vagas afirmativas? Essa é uma vaga afirmativa para Pessoas com Deficiência. Porque a gente acredita em fomentar a diversidade e nutrir um ambiente de trabalho inclusivo, onde todo mundo tenha acesso a oportunidades equitativas e possa atingir o seu potencial máximo. Para alcançar a nossa missão, é essencial que existam diversas perspectivas aqui dentro e que todas as pessoas se sintam acolhidas, valorizadas e empoderadas no Wellhub. A OPORTUNIDADE Estamos contratando Client Operations Analyst para se juntar ao nosso time de Business Transformation em São Paulo! Nossa missão é aprimorar a rotina operacional de nossas pessoas clientes, tornando nossos processos escaláveis e padronizados, buscando ser a área de referência dentro do Wellhub e garantindo a qualidade na execução, sempre em parceria com outros times internos. O objetivo do time de Client Operations LatAm é garantir a eficiência, a qualidade e a execução correta dos processos dos clientes de RH, em alinhamento com os times de vendas e finanças. Como parte do time, você atuará em contato com nossas pessoas clientes externas, prestando suporte na anál

sqlgitrest
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S
10 days ago

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We are looking for a detail-oriented and analytical Revenue Operations Analyst to join our growing Revenue Operations team in Hyderabad, India. This role will be a key member of the team responsible for the operational work that keeps our go-to-market organization running effectively. The Revenue Operations Analyst will focus primarily on data management, process execution, system testing, reporting, commissions support, and maintaining the accuracy and reliability of our revenue operations processes. This is a hands-on role for someone who enjoys working with data and systems, investigating problems, and improving how work gets done. You will work closely with the Director of Revenue Operations and other members of the RevOps team while partnering with our Salesforce administrators and other teams when needed. The ideal candidate has 2–3+ years of experience in Revenue Operations, Sales Operations, or a similar role and is comfortable independently owning recurring operational processes from start to finish. What You’ll Do CRM & Data Operations Maintain accurate and reliable data within Salesforce through bulk uploads, updates, corrections, and data cleanup. Perform recurring audits to identify missing, inaccurate, duplicate, or inconsistent CRM data. Execute account, contact, opportunity, territory, and ownership updates. Use tools such as Clay and

sqlsalesforceExcel
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Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn: The Cybersecurity Operations Analyst will support the Cybersecurity Manager in maintaining and improving Spaulding Ridge's security posture. This entry-level role is ideal for someone looking to develop a career in cybersecurity while gaining hands-on experience across security operations, vulnerability management, identity and access management, cloud security, and compliance. The analyst will assist in monitoring security events, responding to security alerts, supporting security projects, and maintaining security documentation while learning from senior members of the Technology & Security team. Security Operations Monitor and analyze security alerts from SIEM, EDR, Firewall, WAF, IDS/IPS, email security, and cloud security platforms. Conduct and Support threat hunting and detection of tuning activities. Monitors open-source and proprietary threat intelligence feeds daily to research threat actor tactics, techniques, and procedures (TTPs). Support the investigation and triage of security alerts and incidents under the guidance of the Cybersecurity Manager. Assist with incident response activities, including documentation, evidence collection, and follow-up actions. Help maintain security playbooks and operational procedures. Vulnerability Management Assist with vulnerability scanning across endpoints, servers, and cloud environments.

awsazurehuman resources
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11 days ago

Datadog is seeking a Legal Operations Analyst to join our Legal Operations subgroup. In this role you’ll work closely with individuals across the organization in support of various legal-related matters, with a primary focus on supporting the scalability of the global legal team. The Legal team supports Datadog's rapid growth by providing a wide range of legal services across a highly dynamic technology company, from driving new business via contracts and compliance efforts, to protecting Datadog's intellectual property. Datadog's Legal team collaborates with virtually every team across the organization, from engineering to product to marketing. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with legal and non-legal process owners to support process improvements, optimization and automations Assist with technical teams to implement solutions and troubleshoot reported issues by the legal team Maintain knowledge resources for all legal subgroups and collaborate with legal and non-legal colleagues on various projects as needed Conduct vendor and customer sanction screenings to identify potential risks and inconsistencies and ensure compliance Analyze and use data to drive initiatives and assist in planning Support technology by becoming a superuser of systems utilized by the legal team Serve as a point of contact for clients and stakeholders, addressing inquiries, concerns and providing timely updates on matters and escalating where appropriate Handle ad hoc projects within the legal subgroups as they arise Who You Are: A Legal Operations Analyst with 2-3 years of experience with legal operations, contract management or project management experience Proficiency with tools e.g. Google Workspace, Brightflag, Docusign, Salesforce, Coupa, Conflue

aisalesforceproject management
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Yext
📍 Philippines• Full-time• Remote
14 days ago

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . As a Publisher Operations Analyst , you will be responsible for investigating, escalating, and resolving technical issues across a network of over 200 publishers (Google, Apple, Facebook, Bing, Yelp, etc). We’re looking for someone with a can-do attitude, a strong attention to detail, a problem-solving mindset, and a proven ability to learn quickly. In this role, you’ll work directly with internal stakeholders (Support, Client Success, Operations, Product, and Engineering) as well as external stakeholders (Clients and Publishers). This diverse collaboration will put your ability to appropriately present information for various audiences to the test. What You’ll Do: Become a Publisher Specialist – Master Publisher concepts, workflows, and requirements; continuously learning to stay current in depth and breadth for a product that rapidly evolves both internally and externally Manage Publisher Escalation Paths – Investigate, escalate, and resolve a diverse range of difficult client issues across the Yext Publisher Network. Overseeing escalation paths, trends, and operational health Be a Client Advocate – Be a client-facing representative of Yext, guiding clients through challenging issues; ensuring professionalism, active listening an

REMOTEsqlgitai
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A
14 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqu

sqlaiexcel
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**English Version Below** Analyste débutant en opérations bancaires – Opérations hypothécaires et de prêts Lancez votre carrière dans les opérations bancaires et financières Si vous souhaitez bâtir une carrière dans le secteur bancaire, les services financiers et les opérations, cette occasion représente une excellente opportunité d’acquérir une expérience pratique dans le soutien aux activités de prêts hypothécaires, de gestion des prêts, d’opérations de financement et d’administration du crédit au sein d’un environnement mondial de services financiers. Ce poste est idéal pour les nouveaux diplômés et les professionnels en début de carrière qui sont analytiques, rigoureux et désireux de développer une expertise en opérations de prêt, gestion des risques, service à la clientèle et transactions financières. À propos de cette opportunité À titre d’ Analyste des opérations bancaires , vous soutiendrez les activités de financement hypothécaire de type warehouse lending ainsi que les opérations de gestion des prêts, tout en collaborant étroitement avec les parties prenantes internes, les clients, les dépositaires et les équipes opérationnelles. Vous jouerez un rôle important dans les activités de financement, de règlement, de rapprochement, de gestion des garanties, de surveillance des risques et de contrôle opérationnel. Ce poste offre une exposition complète au cycle de vie du crédit et constitue une excellente base pour une carrière à long terme dans les opérations bancaires, les services de crédit et les institutions financières. Principales responsabilités Soutenir les activités de financement hypothécaire de type warehouse lending , de gestion des prêts, de financement et de règlement. Traiter et rapprocher les transactions financières, les mouvements de trésorerie et les comptes d’attente ( suspense accounts ). Surveiller les risques opérationnels, enquêter sur les anomalies et escalader les problèmes au besoin. Maintenir des dossiers exacts et assur

aigoexcel
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W
14 days ago

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. WPP Enterprise Technology provides technology services for WPP, the world’s leading creative transformation company. Within Enterprise Technology, Cyber, Risk & Compliance (CRC) plays a key role in strengthening operational resilience, governance, risk management and control effectiveness across a global technology estate. This is an exciting time to join CRC as we continue to modernise our operating model, increase automation, embrace AI-enabled ways of working and build new capabilities that help WPP move faster, more securely and with greater confidence. Why we're hiring: The CRC Strategy & Operations Analyst will support the operational management, functional planning and reporting cadence of the Cyber, Risk & Compliance function. Reporting to the CRC Operations & Reporting Lead, the role will provide analysis, coordination and high-quality materials to support functional budgeting, procurement activity, investment proposals, committee presentations, leadership reporting and operational governance. The successful candidate will help bring structure, data quality

aigorust
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NMI
📍 Aliso Viejo, United States• Full-time• Remote• From $65K/yr
14 days ago

The Data Analyst, Revenue Operations is responsible for turning data from multiple source systems into the reporting, models, and visualizations that power revenue, sales, and operations decision-making. Reporting into the Revenue Operations organization, this role combines hands-on SQL and data modeling with predictive segmentation, opportunity analysis, and dashboard development — and serves as a trusted reporting partner to teams across the business. You will work primarily within Revenue Operations while collaborating cross-functionally with Sales, Business and Technical Operations, Sales Enablement, Support, and Finance to get things done. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We're the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We're creative problem solvers who help visionaries smash through boundaries and think beyond what's possible so they can think about what's next. But we're not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. Our mission is to use our expertise to enable more payments, in more ways and more places. We provide ISOs, Fintech Innovators and Technologists the freedom to focus on what they do best, liberating them from restricted payment solutions and giving them access to the latest payment technology now and in the future. How We Work - Our Core Values * Be a Good Person, It's Simple. We treat everyone fairly and with respect. We lead with kindness, humility and integrity. We take the time to understand each other and our customers. And

REMOTEsqlrestai
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At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About Enterprise Vendor Management The Enterprise Vendor Management team drives firm-wide strategic sourcing and vendor optimization to support Franklin Templeton’s global investment operations. We partner with technology, business, legal, and risk teams to secure high‑quality vendor services while managing cost, risk, and performance. Team members collaborate across regions, work on high‑value commercial initiatives, and gain exposure to complex negotiations and global sourcing strategy. Joining this team provideas hands‑on experience with high‑impact negotiation, supplier management, and enterprise‑wide transformation initiatives. How will you add value? Core Responsibilities: Manage a large technology spend portfolio Partner with technology and business teams to understand requirements. Lead & Drive Strategic Sourcing initiatives with key stakeholders. Manage assigned technology spending, including software and services. Lead & Oversee end‑to‑end supplier relationships. Review

ExcelPower BITableau
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We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary As an Account Manager, you are considered the clients main point of contact and are responsible for overseeing all their day-to-day PBM operations. Account Managers act as the liaison between clients and cross-functional internal teams and are responsible for ensuring timely/successful delivery of client requests. Excellent communication skills are required to ensure we understand our client’s needs and can build long-lasting, mutually beneficial relationships with our key business stakeholders. Additionally, Account Managers are expected to demonstrate a high-level client service through the execution of accuracy, responsiveness, reliability, and professionalism on all interactions. This will include managing the resolution status of routine to complex requests related to our clients' business requirements; including but not limited to: - Issue tracking - Engaging internal departments and client resources to work on outstanding issues from start to resolution while providing routine updates to the client. - Driving Practical & Creativ

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position can be remote. Ideal candidates MUST be comfortable working on a shift from 5:30PM to 2:30 AM IST. What You’ll Do: Support operations associate in hosting teleconferences across sectors in APAC Contact clients to determine event interest, confirm predetermined advisors Send invitations to clients and oversee client RSVPs and compliance Manage all correspondence with advisors prior to meetings Assist in maximizing attendance at events, ensure events runs successfully and conduct post-event cost analysis and review client charges Assist in managing internal documents Work closely with other team members to ensure the successful execution of meetings via the scheduling of advisors for breakfast/lunch meetings agendas and teleconferences Provide the team with all relevant materials for the events including PowerPoint slides, event signage, and brochures. What You Have: Bachelor’s degree Previous project management experience strongly preferred Exceptional organizational skills with meticulous attention to detail Ability to prioritize and multi-task and to work under tight deadlines Flexibility to work long and unpredictable hours Proficiency in MS-Office,

aiproject management
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SR
9 days ago

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are looking for an experienced Legal Operations Consultant/CLM Specialist to join our Legal Operations practice. The ideal candidate will have a strong background in Ironclad and/or Agiloft Contract Lifecycle Management platforms, with the ability to contribute across implementation, pre-sales, solution architecture, integrations, and client success activities. Ideal candidates will be able to: Technical Expertise Design, develop, and implement custom solutions using the Ironclad and/or Agiloft platform. Create and maintain integrations between Ironclad and/or Agiloft and other enterprise systems. Develop and optimize workflows, templates, business rules, dashboards, and automation processes. Troubleshoot and resolve technical issues related to Ironclad and/or Agiloft implementations. Build and customize contract templates on Agiloft and configure workflows, rules, and dashboards. Work with APIs and connectors to support smooth data flow across connected systems. Hands-on expertise with Agiloft KB configuration, business rules, workflow automation, custom calculations, and data integration capabilities. Pre-Sales Support Participate in client meetings and presentations to demonstrate Ironclad and/or Agiloft/CLM capabilities. Conduct product demonstrations and proof-of-concept activities. Collaborate with sales

salesforcehuman resourcesCRM
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A
Addepar
📍 Poland• Full-time
14 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency Maintain team resources an

pythonsqlai
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A
14 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) int

sqlrestai
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