Senior Onboarding Operations Analyst

at  Podium

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money.
Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.
At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!

REQUIREMENTS:

• 3-4 years of professional experience modeling data in Excel / Google Sheets
• Strong drive to organize and document data in a reproducible manner
• Ability to understand the business logic for structuring data in a given way while also understanding and overcoming the technical limitations and challenges of implementing the desired data structure

PREFERRED SKILLS:

• Design and implement reporting through Snowflake and dbt
• Basic SQL skills
• Experience designing tooling that supports operational workflows
• Write documentation for best practices
• Follow best practices around version control and mentor Data Analysts and Data Scientists on version control
• Develop and execute database queries and conduct analyses
• Develop and update technical documentation

• Work with stakeholders to identify opportunities and craft solutions that enhance CX effectiveness
• Evaluate and streamline Customer Success and or Onboarding processes to increase efficiency and effectiveness, working closely with operations teams to implement improvements
• Generate regular reports on key performance metrics, such as churn forecasting, expansion attainment, and product activation, providing insights to management and stakeholders
• Partner with Business Applications and Data Science teams to optimize the organization’s Customer Relationship Management (CRM) system, ensuring data accuracy, training users, and optimizing workflows to support business objectives
• Document post-sales processes, procedures, and best practices to ensure consistency and scalability across the organization, facilitating training and onboarding of new team members
• Develop and maintain performance metrics and dashboards to assess individual and team performance, identifying areas for improvement and recognizing top performers
• Implement scalable and concise data analyses in Excel / Google Sheets
• Create visualizations and reports for requested projects