ProcessUnity

Drive process and tool enhancements in post-sale SaaS operations through automation, collaboration, and data-driven insights. | 3-5 years in operations in SaaS/tech, process improvement and automation experience, strong analytical and communication skills, familiarity with AI and tools like Salesforce. | We are seeking a strategic and execution-focused Operations Analyst to drive process and tool enhancements across post-sale functions in a fast-paced SaaS environment. This role will focus on driving efficiencies through automation to improve customer outcomes, cost savings, and enhance cross-functional collaboration. Responsibilities Process Optimization & Automation Identify inefficiencies in post-sale workflows and implement scalable solutions leveraging technology, process improvement and AI. Drive results towards quantifiable business outcomes. Develop and maintain operational playbooks and process documentation. Lead continuous improvement initiatives across customer-facing teams. Support Director of GCS Operations with ad-hoc requests as needed. Cross-Functional Collaboration Partner with Professional Services, Sales Operations, Customer Success, Training, Product, and Technical Support to align on operational priorities. Facilitate workshops and working groups to gather requirements and drive adoption of new tools and processes. Tool Strategy & Enablement Evaluate and implement tools that support post-sale operations, including AI-driven platforms. Serve as a liaison between business teams and technical stakeholders to ensure tools meet operational needs. Data-Driven Insights Analyze operational data to identify trends, gaps, and opportunities for improvement. Develop dashboards and reports to monitor KPIs and support decision-making. Change Management Lead change initiatives with clear communication plans, training, and stakeholder engagement. Ensure smooth rollout of new processes and tools with minimal disruption. Required Experience / Skills 3–5 years of experience in operations, preferably in a SaaS or technology environment. Proven track record of driving process improvements and implementing automation solutions. Strong analytical skills and experience with data visualization tools (e.g., Power BI, Tableau). Familiarity with AI technologies and their application in business operations, including quantifiable results. Excellent communication and stakeholder management skills. Experience working cross-functionally in a global organization. Excellent problem-solving and critical thinking skills. Experience with tools like Salesforce, Gainsight, Kantata, Survey Monkey or similar platforms. Background in customer success or professional services operations. Compensation Range: $90,000 - $115,000 depending on level and experience ProcessUnity is committed to providing an inclusive and equitable workplace where people of all backgrounds, identities, and life experiences can thrive. ProcessUnity is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status. Learn more about us at www.processunity.com.

Drive process and tool enhancements through automation and cross-functional collaboration to improve customer outcomes and operational efficiency in a SaaS environment. | 3-5 years operations experience in SaaS or tech, process improvement and automation skills, strong analytical and communication abilities, familiarity with AI and tools like Salesforce, Gainsight, Kantata. | We are seeking a strategic and execution-focused Operations Analyst to drive process and tool enhancements across post-sale functions in a fast-paced SaaS environment. This role will focus on driving efficiencies through automation to improve customer outcomes, cost savings, and enhance cross-functional collaboration. Responsibilities Process Optimization & Automation • Identify inefficiencies in post-sale workflows and implement scalable solutions leveraging technology, process improvement and AI. Drive results towards quantifiable business outcomes. • Develop and maintain operational playbooks and process documentation. • Lead continuous improvement initiatives across customer-facing teams. • Support Director of GCS Operations with ad-hoc requests as needed. Cross-Functional Collaboration • Partner with Professional Services, Sales Operations, Customer Success, Training, Product, and Technical Support to align on operational priorities. • Facilitate workshops and working groups to gather requirements and drive adoption of new tools and processes. Tool Strategy & Enablement • Evaluate and implement tools that support post-sale operations, including AI-driven platforms. • Serve as a liaison between business teams and technical stakeholders to ensure tools meet operational needs. Data-Driven Insights • Analyze operational data to identify trends, gaps, and opportunities for improvement. • Develop dashboards and reports to monitor KPIs and support decision-making. Change Management • Lead change initiatives with clear communication plans, training, and stakeholder engagement. • Ensure smooth rollout of new processes and tools with minimal disruption. Required Experience / Skills • 3–5 years of experience in operations, preferably in a SaaS or technology environment. • Proven track record of driving process improvements and implementing automation solutions. • Strong analytical skills and experience with data visualization tools (e.g., Power BI, Tableau). • Familiarity with AI technologies and their application in business operations, including quantifiable results. • Excellent communication and stakeholder management skills. • Experience working cross-functionally in a global organization. • Excellent problem-solving and critical thinking skills. • Experience with tools like Salesforce, Gainsight, Kantata, Survey Monkey or similar platforms. • Background in customer success or professional services operations. Compensation Range: $90,000 - $115,000 depending on level and experience ProcessUnity is committed to providing an inclusive and equitable workplace where people of all backgrounds, identities, and life experiences can thrive. ProcessUnity is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status. Learn more about us at www.processunity.com.