Associate Operations Analyst

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Transform closed opportunities into active projects in both Salesforce and PSA systems.

• Ensure the accuracy, completeness, and alignment of project setups with financial and reporting standards.

• Serve as a backup to the primary Operations Analyst during project creation.

• Assess incoming quote requests for completeness and clarity.

• Create quotes for standard service offerings using established templates and pricing models.

• Maintain consistency and accuracy across all standard quotes.

• Update project and financial information within Salesforce and associated systems.

• Ensure alignment between opportunity, quote, and project records.

• Support reporting accuracy through meticulous and consistent data entry.

• Manage queue-based requests (e.g., project setup, updates) within established SLAs.

• Assist in reducing turnaround times for quoting and project creation.

• Identify inefficiencies and offer suggestions to enhance workflows, templates, and automation.

• Collaborate with Sales, Services Sales, and Delivery teams to clarify inputs.

• Escalate non-standard or ambiguous requests as necessary.

⛳️ Requirements

• Bachelor’s degree or equivalent practical experience.

• 0–2 years of experience in operations, business support, administration, or a similar field.

• Strong attention to detail and a commitment to maintaining accuracy.

• Ability to handle repetitive, process-driven tasks with consistency and efficiency.

• Excellent organizational and time management skills.

• Clear written and verbal communication skills in English.

• Exposure to SaaS, Professional Services, or project-based environments (preferred).

• Familiarity with tools such as Salesforce or PSA platforms (e.g., Certinia/FinancialForce) (preferred).

• Basic understanding of financial concepts (e.g., revenue, billing, project budgets) (preferred).

• Experience with Excel or Google Sheets (preferred).

🏝️ Benefits

• Opportunity to gain foundational experience in operations within a growing, customer-oriented team.

• Exposure to collaborative efforts across Sales, Finance, and Delivery teams.

• Hands-on experience with industry-standard tools such as Salesforce and PSA systems.

• A supportive environment that fosters learning, process improvement, and career advancement.

• Flexible work arrangements (where applicable).

• Competitive compensation and benefits package in line with local market practices.