CX Operations Analyst – AI‑Driven Workflow & Data Insights

About the role

ClickUp is looking for a CX Operations Analyst to own and improve key operational processes for Partner Services while building AI‑driven workflow automations and delivering data insights across TAM, Solutions and Support teams.

Key responsibilities

• Manage end‑to‑end SOW creation, tracking, amendments and closure in partnership with Finance and Partner Services.
• Execute partner invoicing workflows, validate submissions, process approvals, track payments and resolve discrepancies.
• Provision and de‑provision partner system access, ensuring governance and audit readiness.
• Design, ship and iterate AI‑powered workflows that automate internal processes, risk detection and service delivery lifecycle.
• Build and maintain dashboards and reports in Salesforce, ClickUp and Hex to provide operational visibility.
• Support capacity planning, renewals analysis and ad‑hoc data requests for CX leadership.

Required profile

• 3+ years of experience in Operations, Analytics or a related function, preferably in a SaaS or GTM environment.
• Proven track record of deploying AI‑enabled workflows that improve productivity and decision quality.
• Strong analytical skills with experience building reports, scenario models and data visualisations.
• Effective collaborator across global, cross‑functional teams.

Required skills

• Salesforce
• Gong
• ClickUp
• Hex
• Tableau
• Google Apps Script