[All remote jobs](https://jobicy.com/jobs.md)[![ClickUp logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/cd5be0ef-221.jpg)](https://jobicy.com/company/clickup.md)[ClickUp](https://jobicy.com/company/clickup.md) # CX Operations Analyst Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/clickup.md)ShareRemote from[Philippines](https://jobicy.com/job-region/philippines.md)SalaryUndisclosedDepartment[Product & Operations](https://jobicy.com/categories/management.md)EmploymentFull TimeExperienceSeniorPublished13 Oct 2026Apply before12 Nov 2026Listing views41Application actions2Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. ClickUp is seeking a CX Operations Analyst to run and improve partner-services operations, including SOW administration, invoicing, access governance, and capacity-related processes. The role also builds AI-enabled workflows, agents, automations, reporting, and dashboards for TAM, Solutions, Support, and Partner Services teams. It requires strong operational analytics, process ownership, cross-functional collaboration, and practical SaaS customer-success knowledge. The successful candidate will use tools such as Salesforce, ClickUp, Hex, Tableau, Gong, and Google Apps Script to improve customer outcomes and operating leverage. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 4/5EasyHard ### Pace & Pressure 5/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 4/5IndependentCollaborative AI insightThis is a broad operations role that combines process execution with analytical problem-solving, automation development, AI validation, and stakeholder coordination. The candidate must independently manage accurate, high-impact workflows while delivering improvements in a fast-moving global SaaS environment. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job medianMarket rate$85,000US market range$70k–$105k0$116k AI insightNo compensation is disclosed for this job. The figures are estimated US-market yearly base salary benchmarks for a mid-level CX/Customer Success Operations Analyst with 3+ years of SaaS operations, BI reporting, and automation experience; actual Philippines-based compensation may differ substantially. ## Core skills Skills and capabilities most closely associated with this opportunity. [CX operations](https://jobicy.com/jobs?search_keywords=CX%20operations.md)[customer success operations](https://jobicy.com/jobs?search_keywords=customer%20success%20operations.md)[professional services operations](https://jobicy.com/jobs?search_keywords=professional%20services%20operations.md)[AI workflow automation](https://jobicy.com/jobs?search_keywords=AI%20workflow%20automation.md)[business process improvement](https://jobicy.com/jobs?search_keywords=business%20process%20improvement.md)[data analysis](https://jobicy.com/jobs?search_keywords=data%20analysis.md)[Salesforce reporting](https://jobicy.com/jobs?search_keywords=Salesforce%20reporting.md)[dashboard development](https://jobicy.com/jobs?search_keywords=dashboard%20development.md)[partner operations](https://jobicy.com/jobs?search_keywords=partner%20operations.md)[SaaS](https://jobicy.com/jobs?search_keywords=SaaS.md) Sample interview questionsDescribe an AI-powered workflow you built that improved an operational process.I would outline the initial manual process and its failure points, then explain the data sources, automation logic, human-review controls, and rollout plan. I would quantify the impact through measures such as turnaround-time reduction, lower error rates, improved coverage, or hours saved, while emphasizing how I validated AI outputs before operational use. How would you manage the end-to-end partner SOW and invoicing workflow? I would define clear process stages, owners, approval requirements, and service-level expectations from SOW creation through amendments, invoicing, payment tracking, and closure. I would maintain a centralized system of record, automate reminders and exception alerts, reconcile invoices against approved SOWs, and document escalation paths to preserve accuracy and audit readiness. What metrics would you include in a dashboard for TAM, Solutions, and Partner Services leaders? I would align metrics to customer outcomes and operational health, including renewal risk, retention and expansion signals, services utilization, delivery milestones, partner capacity, invoice-aging status, SOW cycle time, access-governance compliance, and quality indicators. I would provide drill-down views by customer segment, partner, region, and delivery stage so leaders can identify actionable exceptions. How do you ensure that AI-generated outputs are trustworthy in customer operations? I use structured inputs, clear prompts and decision criteria, automated validation rules, and human review for material customer or financial decisions. I also monitor output quality over time, log exceptions, restrict access to sensitive data, and refine workflows whenever results reveal recurring inaccuracies or risk. Tell us about a time you influenced stakeholders to adopt a new process or tool. I would start by understanding each team's workflow and demonstrating the specific problem the change solves. I would involve key users in a pilot, use adoption and performance data to show results, provide concise documentation and training, and incorporate feedback so the final process is both scalable and practical for daily use. Opportunity details ## About this role. At ClickUp, we’re building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what’s possible. 🚀 As a CX Operations Analyst, you will own key operational processes related to Partner Services (SOWs, invoicing, renewal processes, system access) while also providing data analysis, workflow automation, and AI builds that support multiple functions including TAM, Solutions and Support/CX. You are the person who keeps critical operational machinery running smoothly while continuously improving how it works. This role works across the full CX Ops team and partners with stakeholders in TAM, Solutions, Support, Partner Services, Finance, and GTM Systems. You’ll collaborate closely with other CX Ops team members on initiatives while taking direct ownership of your assigned processes and analytical deliverables. The right person for this role is detail-oriented, analytically strong, and energized by building automations and AI solutions that eliminate manual work. This role connects directly to our mission of making every CX team faster, better-informed, and more consistent through operational excellence. If you are an AI native, proactive, data-driven individual who thrives in a fast-paced environment, this role is for you! ### About the Role ### Professional Services Operations * Operationalize partner delivery quality and customer outcomes measurement to ensure accountability regardless of delivery model * Support the end-to-end SOW management process for Partner subcontracting: creation, tracking, amendments, and closure in coordination with Partner Services leadership and Finance * Execute partner invoicing workflows: validate submissions, process approvals, track payments, and resolve discrepancies * Enable partner system access: provisioning, de-provisioning, and ongoing governance of partner access to internal tools and customer environments * Support capacity planning and resource assignments as the business scales * Maintain accurate records and documentation for all partner operational processes, ensuring audit readiness and clear escalation paths ### Workflow Automation & AI Builds * Build, ship, and iterate on AI-driven workflows that enhance and automate internal processes, customer health inspection, risk detection, engagement management, services delivery lifecycle, quality measurement, and customer experience across TAM, Solutions and CX * Develop AI agents and AI-assisted tools in collaboration with team members, contributing to the team’s broader automation roadmap * Actively leverage AI in daily work: data analysis and modeling, stakeholder communications, problem-solving and workflow orchestration * Facilitate the adoption of new tools and processes, including AI and automation platforms, to drive productivity across the organization * Apply strong judgment to validate AI outputs, manage risk, and improve the repeatable systems the team uses * Stay current with AI developments relevant to CX operations and translate learnings into solution improvements ### Data Insights * Extract key business insights from qualitative and quantitative data, identify risks and opportunities, and inform programs that drive revenue retention, expansion, quality, and operating leverage * Build and maintain reports and dashboards in Salesforce, ClickUp and Hex that support TAM, Solutions, and Partner Services leadership with operational visibility * Perform ad hoc data analysis to answer business questions, surface trends, and support decision-making by CX Ops team members and stakeholders * Support renewals and retention analysis with data extraction, formatting, and pattern identification ### Cross-Functional Programs * Own specific deliverables within larger strategic initiatives to optimize and transform customer engagement, services delivery, and internal collaboration processes * Support senior CX Ops team members on projects spanning TAM, Solutions, and Partner functions, executing assigned works with high quality and reliability * Respond to ad hoc operational requests from CX Ops leadership and stakeholders with timely, accurate deliverables * Embody a culture of rapid innovation and experimentation across playbooks to drive customer outcomes and enhanced experience ### About You * 3+ years in Operations, Analytics, or a related role, preferably in a SaaS, customer-facing, or GTM environment * Demonstrated track record of building and deploying AI-powered workflows that delivered productivity gains, better decision quality, cleaner execution, improved data signals, or increased customer reach * Track record of supporting technology-enabled business process transformations, with an emphasis on strategic application of AI and agentic solutions * Proficient in managing and analyzing data, including building reports and scenario analysis models, as well as leveraging business intelligence tools to drive leadership strategy * Effective at collaborating with cross-functional stakeholders across global regions, reaching consensus, and driving change together * Proficient with Salesforce, Gong, ClickUp, Hex, Tableau, Google Apps Script and comparable platforms * Direct experience with a SaaS business model, customer journey, and core KPIs in a high-growth, global environment * Knowledge of professional services and customer success methodology, processes, tools, and metrics * Strategic thinker with a bias for action – hands-on, scrappy, and able to take projects to the finish line #LI-NMR #LI-Remote Equal Opportunity Employer ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Privacy Notice ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our [Global Candidate Privacy Notice.](https://clickup.com/careers-terms/candidate-privacy-notice) If you are a Philippine Job Applicant, please also see our [Philippine Data Privacy Notice](https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open) for further details. Visa Sponsorship Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions. Fraud Alert ClickUp Talent Acquisition will only initiate contact via an @[clickup.com](http://clickup.com) email or through our official careers portal on [clickup.com](http://clickup.com). We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com. AI Processing Notice ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates’ employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com. Show more [Apply now >](https://jobicy.com/jobs/155181-cx-operations-analyst.md) > Annual salary information is not provided for this position. 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