Operations Analyst-I (ID-31148)

ExcelGens, Inc.

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profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 4 hours ago
Vacancies: 1 Vacancy

Job Summary

Product Operations Analyst (Contract) Team: Our client Commerce Platform (DCP) Type: Temporary Contract Location: Hybrid SF About the Role Were looking for a sharp resourceful operator to embed directly with the Our Client Commerce Platform growth team. This isnt a sit in meetings and make slides role - youll be in the weeds every day doing the work that directly moves our sales pipeline and uncovers whats actually happening with merchants on the ground. Youll talk to real merchants dig into real data and build real systems that help us scale faster. The work is varied fast-paced and high-impact: one day youre analyzing conversion drop-off in our sales funnel the next youre on the phone with a merchant understanding why they churned the next youre building an automated outreach sequence. This is a great fit if youre the kind of person whod rather find the answer than wait for someone to tell you and who gets satisfaction from turning messy manual work into something structured and repeatable. What Youll Do Merchant outreach & discovery - Call and email merchants to understand their experience surface pain points and gather qualitative signal that doesnt show up in dashboards Sales call analysis - Listen to recorded sales calls tag patterns and synthesize trends that help the team sharpen positioning and address objections Outreach sequence building - Design and execute email sequences in our outreach tooling (well train you on the platform - you bring the writing chops and experimentation mindset) Funnel analysis & opportunity identification - Look at our sales funnel end-to-end find where deals stall or drop and propose concrete actions to improve conversion at each stage Ad hoc analysis & operations - Whatever the team needs to move faster. If theres a manual bottleneck slowing us down youre the person who fixes it. What Were Looking For Analytical and numerate - Youre comfortable in spreadsheets and can look at a funnel or dataset and quickly spot what matters. You dont need a BI tool to tell you something is off. Detail-oriented - You catch the things other people miss. When you hand off work its clean and accurate. Self-driven - You dont need to be managed closely. Give you context on the goal and youll figure out the path. Strong communicator - You can talk to merchants on the phone without a script write clear emails and summarize findings in a way thats immediately actionable. Comfortable with ambiguity - The work will shift week to week based on what the team needs most. Youre energized by that not frustrated by it. Nice to Have Experience in sales ops growth ops BizOps or consulting Familiarity with outreach/sales engagement tools (Chorus Outreach Salesloft Apollo etc.) Exposure to SMB or restaurant/merchant ecosystems Basic data analysis experience Familiarity with with AI tools e.g Claude Education Requirements A Bachelors degree is required. We look for academic backgrounds that demonstrate analytical rigor communication ability and comfort with ambiguity. Bachelors degree in Business Economics Marketing Statistics Data Science or a related field (required) Advanced degree (MBA or Masters in a quantitative discipline) is a plus but not required Demonstrated academic or extracurricular achievement that shows initiative and independent thinking Skills Analytical & Technical Proficiency in spreadsheet tools (Excel or Google Sheets) including pivot tables lookups and basic formulas Ability to read and interpret sales funnel data conversion metrics and pipeline reports without needing heavy BI support Comfortable structuring and organizing qualitative data (e.g. call notes merchant feedback) into actionable summaries Familiarity with CRM systems (Salesforce HubSpot or equivalent) and understanding of how pipeline data is structured Basic experience with SQL or data querying tools is a plus; not required Communication & Writing Strong written communication skills - you can write a cold outreach email that gets responses and a synthesis doc that gets read Comfortable speaking directly with merchants or customers on the phone without heavy scripting Able to distill complex findings into a concise executive-ready summary Clear direct communicator with teammates; comfortable flagging blockers early Operations & Tools Experience with or ability to quickly learn outreach/sales engagement platforms (Outreach Salesloft Apollo or similar) Comfortable using call recording and analysis tools (Chorus Gong or equivalent) to extract patterns from sales conversations Familiarity with AI productivity tools (Claude ChatGPT or similar) to accelerate research drafting and analysis tasks Able to build and manage lightweight workflows trackers and documentation independently Requirements To be considered for this role candidates must meet the following baseline criteria: 1 3 years of professional experience in an analytical operational or customer-facing role (internships and contract work count) Demonstrated ability to manage independent workstreams with minimal oversight Availability for a hybrid schedule with regular presence in our San Francisco office Authorized to work in the United States (this is a contract role; no visa sponsorship available) Reliable internet and phone access for merchant outreach and remote collaboration Willingness to work across time zones when needed to support merchant calls or team syncs Experience Qualifications Required 1 3 years of experience in sales operations growth operations business operations consulting or a closely related field Hands-on experience conducting outbound outreach (email phone or both) in a professional context Track record of independently analyzing a dataset or process and translating findings into a concrete recommendation Experience communicating findings or results to a non-technical audience (written or verbal) Preferred Prior experience in a marketplace SaaS or platform company with an SMB or restaurant/merchant customer base Experience building or optimizing outreach or email sequences in a sales engagement tool Background in consulting BizOps or a startup environment where priorities shifted frequently Exposure to qualitative research methods - e.g. user interviews merchant calls or win/loss analysis Experience using AI tools to accelerate operational or analytical workflows

Product Operations Analyst (Contract) Team: Our client Commerce Platform (DCP) Type: Temporary Contract Location: Hybrid SF About the Role Were looking for a sharp resourceful operator to embed directly with the Our Client Commerce Platform growth team. This isnt a sit in meetings and make slides r...
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