Customer Experience Operations Specialist

🕒 June 2

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Vena Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2011

☁️ SaaS

💸 Finance

🤝 B2B

💰 Debt Financing - Vena Solutions on 2025-04

SaaS • Finance • B2B

Vena Solutions is a SaaS provider of an Excel-native financial planning and analysis (FP&A) platform that helps finance teams with budgeting, forecasting, reporting, consolidation, and cash-flow and workforce planning. The platform integrates natively with Microsoft 365 apps, ERP/CRM/HRIS systems, and includes an OLAP database (CubeFLEX) and AI features (Vena Copilot) to accelerate modeling, collaboration, and decision-making for enterprise finance organizations.

📋 Description

• Support customer experience strategy & operations development by serving as a trusted advisor for the customer experience team. • Assist with the ongoing activities of administration, configuration, and support of our CX technology stack. • Generate, analyze and leverage data and insights to identify opportunities to improve speed, quality, efficiency, effectiveness, forecasting and customer experience. • Take active ownership in identifying the trends and opportunities via reporting and analysis, technology improvements, and lead initiatives to overcome gaps and challenges to its successful completion. • Research, design and collaborate with stakeholders to implement solutions for initiatives, inclusive of software implementations, custom workflows and processes, and reporting solutions • Collaborate with cross-functional partners such as Finance, Product and Technology, and Marketing to drive improvements to the customer experience team performance, cohesion and efficiency. • Respond to routine internal team requests and support the successful resolution of issues

🎯 Requirements

• Ideally, 4+ years of experience working in a fast-growing company supporting different customer facing teams in their day to day operational and business needs • Proven organizational and time management skills with the ability to manage shifting and conflicting priorities • Eager to learn and grow • Always looking for ways to improve individually and as a company • Capacity to get things done quickly with a strong sense of urgency • Strong skills with Microsoft Office especially with Excel • Ability to perform reporting and providing analysis to drive ongoing improvements • Hands on experience within CX technologies such as Salesforce, Zendesk, Mavenlink, etc. would be a strong asset