Customer Operations Associate Jobs

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Compensation Associate (known internally as Customer Operations Associate) will be contributing in the following areas: Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support) Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes. Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Build strong working relationships with key customer stakeholders, ens

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting & Dashboarding Design, maintain, and enhance dashboards in BI tools (e.g., Looker Studio, Salesforce/HubSpot reports) to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics Automate recurring reports and implement self-serve analytics capabilities for GTM teams Data Analysis & Insights Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes Provide regular insights into key KPI s like campaign ROI, customer acquisition cost (CAC), and attribution across channels Support A/B testing initiatives, sales activity analysis, and segmentation strategies Scripting & Automation Write Python and SQL scripts to extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs ) Build automated enrichment pipelines to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, fun

As a member of our operations team, you will be accountable for driving revenue by ensuring that Scale AI meets customer commitments in a timely manner while maintaining the highest quality standards. You will manage our supply operation funnel by building and running solutions, tools, and processes by working with a cross-functional team including Customer Operations, Product Operations, Product Managers, and many others. You will be solving problems no one has solved before, and you will need to be relentless in driving stellar results, running pilots, tests, and experiments. You’ll come up with creative solutions to bottlenecks. The blend of operations and ownership of our most important outcomes make this a unique and exciting role at the heart of Scale’s daily operations.The ideal candidate is scrappy, analytical, empathetic, outcome focused, and above all someone who drives and inspires results. You will: Build and drive some of our most critical operational processes Own the day-to-day delivery of customer commitments Create an effective feedback loop between the front line, product, strategy, and customers Collaborate with stakeholders to improve processes for new and existing customers Ideally you'd have: Advanced English skills Industry experience (+2) in an operational role and/or a top-tier consulting firm An undergraduate degree with an analytics heavy major (e.g., Engineering or Economics) and/or a graduate degree in Engineering, Economics, or Business An action-oriented mindset that balances creative problem solving with the scrappiness to ultimately deliver results Analytical, planning, and process improvement capability Experience with reading SQL, or have demonstrated analytical skills PLEASE NOTE: Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants. About Us: At Scale, our mission is to develop reliable AI systems

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. Why this role is on the menu The CX Shopper Vendor Management team at Instacart is dedicated to empowering Shoppers to deliver exceptional service. By providing co-pilot support and leveraging data-driven insights, the team enhances processes, drives innovation, and ensures a seamless experience for both Shoppers and customers. Operating within a fast-paced, cross-functional environment and working closely with a network of BPO partners, this role is what keeps high standards of quality, efficiency, and operational excellence front and center across the shopper support ecosystem. Without this owner in place, vendor performance gaps surface too slowly and the data informing decisions loses its reliability. A year from now, this person will have tightened the feedback loop between Instacart and its BPO partners, built scorecards the broader team trusts,

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. Why this role is on the menu The CX Shopper Vendor Management team at Instacart is dedicated to empowering Shoppers to deliver exceptional service. By providing co-pilot support and leveraging data-driven insights, the team enhances processes, drives innovation, and ensures a seamless experience for both Shoppers and customers. Operating within a fast-paced, cross-functional environment and working closely with a network of BPO partners, this role is what keeps high standards of quality, efficiency, and operational excellence front and center across the shopper support ecosystem. Without this owner in place, vendor performance gaps surface too slowly and the data informing decisions loses its reliability. A year from now, this person will have tightened the feedback loop between Instacart and its BPO partners, built scorecards the broader team trusts,

At Squarespace, Customer Operations empowers users to give voice to their ideas and make it easy for them when they need help. Our team runs 24/7 with approximately 450 people between New York, Dublin, and a remote workforce. Customer Support Associates are on the front line working with our customers every single day to ensure that issues with their account are resolved in a timely manner. You will leverage your system knowledge and commitment to delivering an exceptional customer experience to not only solve problems for our users, but be a positive advocate of our brand. This remote role reports to a Customer Support Team Lead. Your first two weeks at Squarespace will include mandatory virtual training from September 28th - October 9th. To be eligible for this role you will need to live in one of the following states: Delaware, Florida, Georgia, Kansas, Michigan, Missouri, Ohio, Oregon, Tennessee, or Utah. Applicants must have a dedicated home office setup with a reliable and stable Wi-Fi connection. Please note that we do not support digital nomad lifestyles or international work arrangements. You'll Get To… Respond to customer live chats and emails in a timely manner - live chat is our primary channel, with queue-based work making up around 90% of the role Troubleshoot and guide customers through questions and issues with their Account, Billing, Domain, or other transactional inquiries Independently meet targets across Quality, Productivity and Customer Satisfaction, in email and live chat Stay up to date on new product features and improvements Identify isolated customer experiences and escalate important issues Who We're Looking For Open availability to work a 40 hour work week that spans weekends and holidays as our customers need us 1+ years customer-facing experience required in a similar role (retail, hospitality, online support) Expertise with written communication and the ability to spot spelling and grammar errors Proficiency with decoding conver

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. Bridge, a Stripe company, is a rapidly growing business and the number of developers integrating our APIs is growing quickly. We provide Slack-based support to our developers on a wide range of topics in close partnership with our internal engineering team. We’re a small but mighty team that’s expanding global coverage and is looking to make our first Product Support Specialists hires in Mexico City. About the team In this role, you’ll be working directly with developers integrating Bridge APIs and helping them resolve their issues. You will take ownership of complex, technical user issues and work across teams to resolve them. As part of the team, you’ll have a big impact to grow the Product Support operation and enhance various aspects such as capacity planning and forecasting, operational tools and systems, workflow optimization and automation, metrics and reporting, quality control, and more. What you’ll do Stripe is launching Stripe Delivery Centers - a brand new global team to design, implement and grow Stripe’s operations for the next decade. We are looking for dynamic and curious people that have a passion for solving global user issues, building operations, driving process improvements and want to play a front-line role in building this new operational capability for Stripe and accelerating Stripe’s growth. If you like challenging, scaled problems and are an amazing teammate, we want to hear from you! Responsibilities Analyze and troubl

About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team As Stripe’s user base and global footprint grows dramatically, we have distinctly unique support problems resulting from both our type of scale and the type of businesses we partner with. The Stripe Delivery Center (SDC) strategy will provide operational leverage and expand Stripe’s portfolio of operational capabilities to support the scaled needs for external users and internal Stripe teams. This role will be part of the Marketing Operations in SDC that is accountable for the production and delivery of all aspects of email demand and lead generation activities, lead nurturing, and conversion programs. What you’ll do We are looking for someone who is passionate about Marketing Automation and is naturally curious, and is comfortable operating in ambiguity and finding creative solutions. You will be responsible for the delivery of repeatable, measurable programs/campaigns that focus on highly qualified leads, improve the customer experience, and increase retention. Responsibilities Build, test and launch complex email and nurture campaigns in Marketo Perform test runs and quality control with strong attention to detail Conduct advanced A/B testing on email and landing page assets and, suggest testing opportunities Identify gaps in our marketing automation infrastructure and work cross functionally to address them (ex. Program structure inefficiencies, process flaws, etc) Scope, manage and deliver email campaigns from intake to execution Creat

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Responsibilities Handle all incoming counterparty settlement requests within a pre-agreed timeframe. Act as a point of contact for a portfolio of counterparties. Track towards assigned KPIs for trade operations. Work in concert with Trading Desk, Product, and Customer Success teams to understand and deliver on their expectations with regards to serving clients. Ensure trades, transfers and inventory reconciliation happens across different internal subsystems and external systems - banks, custodians, etc. Monitor daily inventory needs for - settlement, lending & borrowing activity- and liaise directly with Treasury Management. Provide inputs to compliance and risk teams to design pragmatic controls in this environment of changing regulatory landscape. Adhere to established trade operations processes designed for regulatory compliance. Liaise with Accounting and ensure proper trade and settlement data is provided to them on a timely basis. Perform reconciliations between internal systems and external to ensure data integrity, identify breaks and resolve them by working with relevant teams. Improve reconciliation processes, provide inputs in making them robust or/and identify gaps in current reconciliations so that there is completeness. Requirements 4-8 years of expe

About the Team DashMart Kitchens (DMK) is a dedicated culinary team operating within a shared DashMart facility. While we work inside a DashMart building, we are a specialized team focused on preparing high-quality meals for customers ordering through the DoorDash app. We work side-by-side with our DashMart partners to deliver a seamless customer experience — supporting both kitchen execution and shared facility standards. We operate as one team within four walls, collaborating to ensure operational excellence, food quality, and a clean, organized environment. Shifts: Morning, Day, Evening, Weekend, Part-Time About the Role As a Kitchen Operations Associate , you are responsible for preparing meals to standard, maintaining kitchen and warehouse organization, and supporting order fulfillment within a shared facility environment. What You’ll Do Meal Preparation & Quality Prepare and assemble menu items according to brand and food safety standards Ensure every meal meets quality, accuracy, and presentation standards before handoff Follow all food safety, cleanliness, and dress code compliance guidelines Warehouse & Kitchen Organization Maintain organized dry, refrigerated, and frozen storage areas Follow cleanliness and sanitation standards across shared workspaces Support inventory organization and proper product rotation (FIFO) Facility Support Collaborate with DashMart Operations Associates to maintain a cohesive and efficient site Assist with light operational tasks as needed to support overall facility success Uphold a “One Team” mindset to create a positive experience for all team members and customers You’re Excited About This Opportunity Because… You enjoy working with food and have a passion for culinary execution and quality while maintaining food safety You want to be part of a dedicated kitchen team operating within a fast-paced fulfillment environment Market competitive pay (10pm–6am will receive a $2 increase in pay) AM/PM/Overnight shifts a

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic's Treasury Operations team owns the movement of money across our card issuing infrastructure — network settlement, sponsor bank transfers, and the reconciliation that keeps it all provable. This is a hands-on, high-ownership role for someone who wants to learn the inner workings of payments and fintech infrastructure, not just observe them from a reporting layer. You'll be running a critical, time-sensitive engine every day — and at the same time, working alongside the Head of Treasury Operations to improve how that engine works as the function scales. You’ll also work cross-functionally across a wide range of teams (Finance, Treasury Engineering, Risk, Analytics, Processing, Customer Success, Bank Operations) — this role sits at the center of a lot of different workflows, not off in a silo. What You'll Do Execution (50%) Own day-to-day execution of network settlement transfers (Mastercard, Visa) and related treasury transfers across sponsor banks Operate in a time-sensitive environment where errors or d

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Operations at Brex Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong. Where you’ll work This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week - Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work! What you’ll do As a Fraud Operations Associ

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Operations at Brex Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong. Where you’ll work This role will be based in our Seattle office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week - Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work! What you’ll do As a Fraud Operations Associate, y

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Operations at Brex Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong. Where you’ll work This role will be based in our Vancouver office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week - Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work! What you’ll do As a Fraud Operations Associate,