Hybrid Flows and Processes Analyst

Posted 2 months ago

Apply now

About the role

  • Technical Architect overseeing Customer Success operations aiming for efficiency and value creation. Focused on creating and optimizing automated processes for customer journeys at Cortex.

Responsibilities

  • Design and keep up to date all documentation for customer journeys and internal Customer Success (CS) processes.
  • Develop, implement, and maintain all automation flows (playbooks, triggers, alerts, and Health Scores) for the three service streams: Acquisition, Engagement, and Legacy.
  • Configure and manage knowledge snippets, in-app guides, and checklists that support the customer journey, ensuring alignment with Vitally flows.
  • Continuously refine customer health metrics, adjusting weights and triggers so they accurately reflect customer success at each stage of the lifecycle.
  • Ensure correct integration and data flow across the CS ecosystem tools, guaranteeing a single, reliable view of the customer.
  • Monitor the performance of automations and processes, identify bottlenecks, and propose continuous improvements to increase team efficiency and the effectiveness of the service streams.

Requirements

  • Proven experience in Customer Success Operations (CS Ops), Revenue Operations (RevOps), or process/project areas focused on Customer Success.
  • Hands-on experience administering CS platforms (e.g., Vitally, Gainsight, Totango, Sensedata) and Product Engagement platforms (e.g., Pendo, Appcues, WalkMe).
  • Exceptional ability to map complex systems, understand conditional logic (if/then/else), and design efficient workflows.
  • Ability to analyze health and engagement data to optimize metrics (such as Health Score) and identify failure points or opportunities.
  • Methodical approach with a strong emphasis on clear documentation and process organization.
  • Plus: Knowledge of system integrations (basic APIs).
  • Experience with HubSpot or other market CRM.
  • Previous experience structuring Tech-Touch customer journeys.
  • Basic knowledge of SQL for data analysis.

Benefits

  • Meal and food allowance.
  • Gympass/TotalPass membership.
  • Vittude (mental health support).
  • Home-office allowance.
  • Health insurance and dental plan (dental optional).
  • Childcare assistance (for children up to 6 years old).
  • Extended maternity, paternity, and adoptive leave (#allfamiliesmatter).
  • Life insurance.
  • Birthday day off (one day off to take on your birthday or during the birthday month).
  • Family Day (one day off for parents to take between May and August to enjoy as they wish).
  • Mental Break (a consecutive week off in December to rest and recharge).

Job title

Flows and Processes Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job