Hybrid Senior Services Operations Specialist

Posted 2 weeks ago

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About the role

  • Senior Services Operations Specialist responsible for executing revenue-driving programs at Achievers. Involves system builds, workflow execution, and operational infrastructure.

Responsibilities

  • Execute on revenue-driving operational plans including account targeting and prioritization lists, risk signaling, and opportunity routing.
  • Consult on and propose operationalization improvements to drive revenue program outcomes and objectives with more accuracy, efficiency, and scalability.
  • Maintain and improve workflows that support multi-stream revenue programs such as maximizing R&R investment, product growth and adoption pathways, and partner ecosystems.
  • Build operational materials such as templates, assets, and resources guides for CSMs.
  • Coordinate with CS and Strategic Operations leadership to ensure execution readiness across all programs.
  • Build, update, and maintain Catalyst playbooks, workflows, automations, triggers, notifications, and fields that support revenue-driving motions for CS.
  • Translate customer lifecycle and Share of Wallet strategies into structured, repeatable playbooks that guide CSM actions.
  • Work with RevOps, Data Services, and Product Marketing to ensure accurate data ingestion and system hygiene.
  • Troubleshoot system issues and collaborate on fixes or workflow improvements
  • Identify inefficiencies, gaps, and friction points within Catalyst to drive improvements, reducing administrative lift for CSMs.
  • Own and update revenue program documentation including guides, FAQs, templates, program materials, and enablement resources where applicable.
  • Maintain a centralized content hub for CSMs, ensuring resources are current, accurate, and easily accessible.
  • Document all workflows, triggers, and governance processes related to revenue programs, lifecycle playbooks, and Catalyst builds.
  • Build and run recurring reports on revenue program performance, adoption gaps, and account health.

Requirements

  • 4 to 6+ years of experience in CS operations, revenue operations, program coordination, or similar SaaS operational roles.
  • Experience building or maintaining workflows in Catalyst, Gainsight, Salesforce, or similar CRMs.
  • Strong organizational and documentation skills that create clarity and structure.
  • Comfortable working with datasets, reports, fields, and workflow dependencies.
  • Ability to collaborate cross-functionally and manage multiple workstreams at once.

Benefits

  • 💰 Competitive Pay
  • 👶🏼 Parental Leave Top-up
  • 🩺 Health Benefits and Life Insurance Coverage Upon Your First Day
  • 🙌🏼 RRSP Matching
  • 🏖️ Flexible Vacation
  • 🤝🏽 Employee and Family Assistance Program
  • 👩‍💻 Full access to the LinkedIn Learning Library
  • 🎓 Internal Mentorship Program
  • 👏🏼 Employee-Led Employee Resource Groups
  • 🇨🇦 A beautiful office space located in Liberty Village, Toronto
  • ✨ Participation in our Points-based Employee Recognition Program
  • 📈 Opportunities for professional development and career growth

Job title

Senior Services Operations Specialist

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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