Revenue Operations Analyst (CX)

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’.

The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years.

Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

We're looking for a GTM Operations Analyst to join our CX Operations team at Pleo. In this role, you'll drive operational excellence across customer experience, retention, and lifecycle workflows, manage CRM systems and data integrity, build reporting dashboards, and translate operational data into actionable insights for proactive retention strategies. If you're excited about building scalable customer-facing processes and are passionate about customer experience and SaaS operations, then this is the opportunity for you!

You’ll report to our GTM Operations Manager and work closely with teams in Customer success & Sales teams. Our team is highly collaborative and dedicated to operational health and data integrity. You’ll also have the chance to partner with teams across GTM to ensure success.

You can expect to work with the following tech stack: HubSpot, Vitally, Salesforce, Freshworks, Looker, Power BI, and SQL/Python tools.

We’re committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in Revops function.

Why is this role a good fit for you

This role is a good fit for you if:

This role is not a good fit for you if:

The interview process

We want to ensure you are set-up for success and understand what will be expected of you. If your application is successful, our interview process is as follows:

Transparency is important to us so we also wanted to share some insights about what we’re looking for in applications to ensure you can set yourself up for success!

When reviewing applications for the CX Operations Analyst role, here is what we really care about: