Operations Analyst
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Job Description
Operations Analyst managing client operations and supporting internal workflows at Personified. Ensuring data integrity and facilitating operational excellence for IT and cybersecurity services.
Responsibilities:
- Track and maintain accurate client pipeline, renewals, and contract statuses, ensuring data integrity across systems.
- Support renewal preparation and contract coordination, including documentation readiness and internal handoffs.
- Maintain structured notes, documentation, and follow-up reminders to support client-facing teams.
- Assist with time tracking processes, validation, and reporting to support client billing and internal analysis.
- Create and maintain spreadsheets and reports (Google Sheets) to support forecasting, renewals, and operational insights.
- Coordinate and document client operations workflows, ensuring processes are clear, repeatable, and well-documented.
- Support ongoing process improvement efforts within Client Operations through data analysis and documentation.
- Provide administrative and analytical support to Finance, including: Data validation and reconciliation, Report preparation, Cross-checking contracts, renewals, and time tracking inputs, Maintain organized digital file systems, shared drives, and documentation repositories.
- Assist with internal reporting needs and ad hoc operational projects.
- Support operational consistency by helping maintain standard operating procedures (SOPs) and internal documentation.
- Maintain and update CRM & Client records, partnership pipeline data, and documentation, ensuring accuracy and completeness.
- Support contract preparation and renewal tracking related to partnerships (non-sales execution).
Requirements:
- Strong proficiency in Google Sheets / spreadsheets, including data organization, tracking, and reporting.
- Highly organized with strong attention to detail and follow-through.
- Comfortable managing multiple workflows and priorities across teams.
- Experience with CRMs, documentation systems, and operational tools.
- Clear written communication skills and structured note-taking ability.
- Interest in operational systems, process improvement, and cross-functional collaboration.
- Analytical mindset with problem-solving skills and attention to detail.
Benefits:
- Remote work environment
- Competitive pay
- Healthcare packages contributed to by Personified
- Optional 401K matched by Personified
- Cell phone stipend
- Annual learning & development stipend
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