The CX Operations Analyst will optimize AI-driven tools and workflows for customer-facing teams, analyze data to improve operations, and enhance collaboration across departments.
ClickUp is revolutionizing the way the world works. As the only all-in-one productivity platform built from day one for true convergence, ClickUp unifies tasks, docs, chat, calendar, enterprise search, and more—supercharged by context-driven AI. While others scramble to bundle fragmented tools or bolt on AI, we anticipated this future and made it our foundation from the start. Headquartered in San Diego with a rapidly expanding global footprint, we empower over three million teams to break free from silos and reclaim their time—saving at least one day every week. Join ClickUp, one of the fastest-growing SaaS companies on the planet, and help millions of users transform the way they work. We’re not just building software. We’re shaping the future of work. Come join us in building the future—together. 🦄
As a CX Operations - Program Lead, you will partner with the leadership of our pre- and post-sales customer teams to drive AI-powered programs and create operational excellence across the organization. This is an incredible opportunity for a highly driven professional to blend hands-on AI building with strategic planning and rigorous execution across all aspects of our business processes. This role will work on a variety of cross-functional, strategic initiatives to launch new workflows, optimize programs, and automate our work through AI solutions. You will also help drive the operating cadence for the post-sales teams by programmatically integrating and analyzing large datasets to extract actionable insights, highlight opportunities and address risks. If you are a data-driven, AI-proficient individual who obsesses with greatness and thrives in dynamic environments, this role is for you!
About the role
- Design, build, and deploy AI-driven tools and workflows to solve business problems and create efficiency & scale for pre- and post-sales teams, including Customer Success, Professional Services, Customer Support, Solutions Engineering and other groups
- Lead and execute strategic initiatives to optimize customer engagement and internal collaboration processes, spanning the entire journey from pre-sales to onboarding through adoption, expansion and renewal
- Identify operational bottlenecks and design scalable solutions by utilizing a mix of process improvements, automation, and AI-driven tools
- Extract business insights from qualitative and quantitative data, identify risks and opportunities and create programs to mitigate long-term issues and drive more revenue and higher customer retention
- Define, analyze, and report on key financial, operational and customer metrics to promote accountability and continuous improvement
- Collaborate cross-functionally with Business Systems, Data & Analytics, Finance, Sales, GTM Ops, Engineering and Product teams (just to name a few!) to deliver impactful solutions quickly
- Drive the adoption of new tools and processes, including AI and automation platforms, to drive productivity
- Promote a culture of continuous testing, learning, and optimization.
About you
- Deep passion and expertise in AI building, with a strong track record of developing tools for customer-facing and revenue-focused teams
- Expert in analyzing large data sets to drive strategy and decision-making, including building spreadsheet models and leveraging business intelligence tools and/or programming languages (e.g., Tableau, PowerBI, SQL, Python)
- Track record of leading technology-enabled business process transformations, with an emphasis on strategic application of LLM (e.g., ChatGPT, Claude, Gemini) and automation tools and techniques (e.g., Zapier, Make)
- Strategic thinker with a bias for action—hands-on, scrappy, and able to take projects to the finish line.
- Exhibits extreme accountability and ownership, with an obsession for continuous improvement and mastery of your craft
- Effective at engaging and influencing executive stakeholders, building consensus, and driving collaborative change
- Experience working closely with pre-/post-sales teams is highly preferable (e.g., Solutions Engineering, Professional Services, Customer Support, Customer Success)
- Experience with Salesforce, ClickUp, NetSuite or comparable platforms is highly preferable
- 5+ years of professional experience in a related role
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Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career.
ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [email protected].
Top Skills
AI
Clickup
Data Automation
Make
NetSuite
Power BI
Python
Salesforce
SQL
Tableau
Zapier
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