Junior Associate, Yoodli Administration at Crestview Management, LLC

, , India -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

0.0

Posted On

15 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

SaaS User Lifecycle Administration, Operational Reconciliation, Data Integrity, Excel Reporting, Ticket Management, Process Improvement, Stakeholder Communication, Root Cause Analysis, Workflow Documentation, User Provisioning, License Allocation, Service Delivery

Industry

Description

What you will do The Junior Associate, Yoodli Administrator is accountable for the reliable administration of the Yoodli platform. You ensure users have appropriate access to Yoodli, maintain accurate seat allocation and user records, support billing and licensing reconciliation, and execute established administration processes that enable users to use the platform effectively and without disruption. You own the integrity of Yoodli administration data, records, and operational processes. Success is measured by accurate seat management and reconciliation, timely fulfillment of franchisee access and support requests, reliable platform records, and continuous improvement recommendations that enhance the efficiency, accuracy, and scalability of platform administration. Which means that on a day-to-day basis, you will: Platform Access and License Administration Manage Yoodli seat administration and license allocation — ensure users have appropriate platform access aligned with their licensing agreements and operational needs Execute user provisioning, deprovisioning, and access management for user accounts — maintain accurate user lifecycle administration that reflects current franchisee status and entitlements Administer Yoodli user accounts and platform settings within established guidelines — ensure platform configurations support franchisee operations and comply with administration policies Reconciliation and Data Integrity Perform seat utilization monitoring and reconciliation across platform, billing, and business systems — identify discrepancies and ensure alignment between actual usage, licensing records, and billing data Execute billing-related seat and license reconciliation processes — support accurate invoicing and revenue recognition by maintaining reliable platform administration records Maintain user records and platform data integrity across multiple systems — ensure administration data is accurate, current, and audit-ready Operational Support and Issue Resolution Manage franchisee support requests through ticketing and support systems — respond to access, licensing, and platform administration inquiries with accuracy and professionalism Resolve platform administration issues within scope, escalate complex matters appropriately, and follow through to closure — ensure franchisee concerns are addressed and documented Analyze operational data and produce reports using platform administration and business systems — provide visibility into seat utilization, licensing status, and administration performance Process Execution and Improvement Execute established administration policies, procedures, and controls consistently — ensure platform administration operates reliably and in compliance with governance standards Identify process inefficiencies and recommend practical improvements that increase efficiency, accuracy, and scalability — contribute to the continuous improvement of platform administration operations Document process changes, workflows, and platform updates clearly and concisely — maintain current administration documentation that supports operational continuity and knowledge transfer Support initiatives and special projects as assigned — contribute administration expertise and execution capacity to cross-functional efforts How you’ll do it Because how we do things matters just as much as what we do at Trilliad, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization: Growth Obsessed. For our business, our clients, and our Selves. Create Client Value. Become irreplaceable Business is Personal. Cultivate relationships. Make space for connection. Care about each other. Tighten-Up. Focus, discipline, and rigor count. Lighten-Up. Humor and laughter deepen bonds. Strategy Without Execution Is Just Dreaming. Hope is not a strategy. Vision matters—so does execution. You Have the Ball. Be accountable. Take action. Go the distance. Be One Team. No lone wolves. Have each other’s back and help each other out. Run Towards Problems. Symptoms signal deeper causes. Find the root. Raise The Bar. Good is the enemy of great. Better never stops—be a Difference-Maker! Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift. Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood. Celebrate Results. Make recognition a habit. Shine a light on what’s working, big or small. The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years. Think “We” not “Me.” Prioritize what’s best for the business, the team, and the journey. What You’ll Bring – Skills, Knowledge, and Experience All Difference-Makers are expected to meet the Trilliad Standard for Transferable Skills and Knowledge, which defines the core capabilities every teammate must bring—regardless of role, function, or level. Trilliad transferable skills Trilliad transferable knowledge · Contextual Awareness · Critical Reasoning and Thinking · Data/Analytic Acumen · Empathy · Judgment and Discernment · Moral Courage · Pattern Recognition and Systems Thinking · AI Literacy · Responsible and Effective AI Use · Trilliad’s Business and Commercial Context The following domain-specific Skills, Knowledge, and Experience are additionally required in order for you to be great in this role. Domain-specific skills SaaS user lifecycle administration — You provision, deprovision, and manage user access and licenses within a software platform environment, ensuring users have appropriate entitlements and platform access reflects current business relationships Operational reconciliation and discrepancy identification — You perform detailed reconciliations across multiple data sources such as platform records, billing systems, and business administration tools, identifying and resolving discrepancies that affect billing accuracy and data integrity Data accuracy and record maintenance under operational pressure — You maintain highly accurate records and data in a fast-paced environment where multiple concurrent requests and changing user needs require precision and attention to detail Spreadsheet-based reporting and analysis — You use Excel to analyze operational data, produce reports, and identify patterns in seat utilization, licensing status, and administration performance Multi-request prioritization and service delivery — You manage multiple user requests and administration tasks simultaneously while meeting service expectations and maintaining quality standards Policy and procedure adherence — You follow established administration policies, procedures, and controls consistently, ensuring platform operations comply with governance standards and support audit readiness Process improvement identification — You recognize inefficiencies in recurring operational processes and recommend practical improvements that increase efficiency, accuracy, and scalability Stakeholder communication across user network — You communicate clearly and professionally with users, vendors, and internal stakeholders, translating administration processes and requirements into language appropriate for each audience Issue investigation and root cause determination — You investigate platform administration issues, determine root causes, and coordinate resolution or escalation, ensuring problems are addressed systematically rather than symptomatically Process and workflow documentation — You document administration processes, platform changes, and workflows clearly and concisely, ensuring documentation evolves with automation and platform updates Ticket management and request tracking — You track, log, and manage administration requests in a ticketing system, ensuring visibility, accountability, and timely resolution Domain-Specific Knowledge SaaS user lifecycle administration practices — You understand how user provisioning, deprovisioning, and license management operate within a software platform environment so that franchisee access reflects current entitlements and platform administration supports business operations Reconciliation processes and data validation methods — You understand how to validate data across multiple systems and identify discrepancies so that billing, licensing, and platform records remain aligned and audit-ready Spreadsheet-based reporting and analysis techniques — You understand how to structure, analyze, and report operational data using Excel so that seat utilization, licensing status, and administration performance are visible to stakeholders Customer support and ticket management workflows — You understand how support requests are logged, prioritized, tracked, and resolved within a ticketing system so that franchisee inquiries are managed systematically and service expectations are met Administrative controls, documentation, and process governance — You understand how policies, procedures, and controls ensure operational consistency and compliance so that platform administration operates reliably and supports audit and governance requirements Domain-specific experience 2+ years administering user accounts, licenses, or seat allocations within a SaaS platform or software environment, with direct accountability for accurate provisioning, deprovisioning, and access management Experience performing operational, financial, or licensing reconciliations with a high degree of accuracy, including identifying and resolving discrepancies across multiple data sources Experience in maintaining and auditing data across multiple business systems such as CRM, billing, or administration platforms, ensuring data integrity and alignment Experience using spreadsheet, reporting, and business administration tools such as Excel, Shopify, or similar systems to analyze operational data and produce reports Experience managing customer, franchisee, or stakeholder requests through a ticketing system such as Zendesk or a comparable platform, with accountability for timely and accurate resolution Experience identifying and implementing improvements to recurring operational processes, demonstrating ability to recognize inefficiencies and recommend practical solutions Experience working independently within established processes and guidelines in a fast-paced operational environment, managing multiple concurrent priorities while maintaining quality standards About Trilliad Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value. At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture and at Trilliad we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed. The Trilliad Agreement If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad. Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do. When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive. A workplace where we grow: You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar. You’ll have access to world-class training and development. You’ll have the clarity and tools to deliver results that matter. A workplace where we connect: You’ll be guided by leaders who are worth following. You’ll build relationships that go beyond the job. You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard. A workplace where we thrive: Great results will be recognized and celebrated. You’ll work in an environment with teammates who have your back. You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.

Responsibilities

Accountable for the reliable administration of the Yoodli platform, including user access, seat allocation, and license management. Responsible for performing billing reconciliations and maintaining data integrity across multiple business systems.