Customer Experience Operations Manager

Posted 2 Days Ago
Hiring Remotely in United States
Remote
145K-170K Annually
Senior level
Cloud • Information Technology • Other • Productivity • Software
The Celigo platform is a world-class integration platform as a service (iPaaS).
The Role
Seeking a proactive and strategic CX Operations Manager with a focus on Professional Services. Responsibilities include financial operations leadership, strategic partnering, process improvement, resource management, data-driven insights, and operational collaboration. Qualifications include 7+ years of senior Professional Services operations experience, strong financial operations understanding, PSA and Salesforce experience, excellent communication, analytical, and organizational skills.
Summary Generated by Built In

Integration meets innovation

Celigo is a modern integration and automation platform (iPaaS) on a mission to simplify how companies integrate, automate, and optimize processes. Purpose-built for mission-critical processes, Celigo offers unique tools such as runtime AI and prebuilt integrations tailored to resolve the biggest integration challenges, making Celigo incomparably easier to maintain.

If you are passionate about solving integration challenges and believe that integration should be easy and simple for both technical and business users, then this is the role for you!

We are seeking a proactive and strategic Operations Manager with a strong focus on supporting the Professional Services group in delivering seamless implementations and outcomes for our clients. This role will play a critical part in driving operational efficiencies, supporting processes, and providing strategic insights to the Customer Experience leadership team. While the primary emphasis is on Professional Services, this role also supports broader Customer Experience operations, partnering closely with teams across CX, Partner Success, Customer Support, and Customer Enablement to optimize operations, drive financial strategy, and enhance overall customer satisfaction.

This individual will be a key business partner responsible for data management, process improvement, and workflow optimization to empower the team in delivering high-quality service. Additionally, they will lead Professional Services financial operations—including bookings, revenue forecasting, and strategy refinement—to drive alignment with company goals and support sustained growth

Key Responsibilities:

    • Process Improvement and Reporting:
      Drive process improvements, reporting, and analytical assessments to support growth and scalability. Oversee the implementation of new programs and tools across the Professional Services organization.
    • Resource and Capacity Management:
      Collaborate with the Professional Services management team to optimize the use and adoption of PSA solutions for time tracking, capacity planning, and invoicing. Support practice and resource management efforts to maximize capacity for customer engagements.
    • Data-Driven Insights:
      Deliver data-driven insights on key performance indicators (KPIs) and standardized business metrics. Establish baseline metrics and reports to guide new practice development and goal-setting.
    • Financial Operations Leadership:
      Lead financial operations, including managing bookings, revenue, and forecasting for the Professional Services function. Partner with finance and Professional Services leaders to implement and maintain high-quality forecasting, planning, and budgeting processes.
    • Strategic Business Partnering:
      Serve as a strategic partner to the Professional Services leadership team, providing insights to inform business strategies. Collaborate with the Go-To-Market Operations team to support the customer lifecycle, both pre- and post-sales.
    • System & Tool Management:
      Coordinate with IT and other departments to ensure that systems (e.g., PSA) effectively support Professional Services and Customer Experience operations. Act as the primary contact for system issues and integrations, minimizing disruptions and enhancing user outcomes.

Qualifications:

Experience:

  • 4+ years in an operations or process improvement role within a growing SaaS company.
  • Prior experience supporting a Professional Services or Implementation team in an operational capacity is highly desirable.
  • Experience with financial operations (e.g., bookings, forecasting) and familiarity with CRM systems, project management tools, or customer experience platforms (Salesforce and Certinia preferred).
  • Proficiency with PSA applications and Salesforce; administrative experience is a plus.
  • Excellent communication skills and proven ability to collaborate with senior leadership and cross-functional teams.
  • Strong analytical and organizational skills, with experience managing detailed project plans and delivering results.
  • Self-starter with a strong sense of curiosity, proactive in tackling challenges, asking questions, and independently finding innovative solutions.

Celigo reasonably expects to pay a base salary between $145,000 per year and $160,000 per year for this position.  Actual starting base pay will be determined by skills, experience, geographic location, and other non-discriminatory factors permitted by law.  Total compensation may also include variable incentives, benefits, or other perks as outlined in any formal employment offer made.

Why Celigo

  • Celigo is a Visionary in the 2024 Gartner Magic Quadrant for iPaaS, a 2024 Gartner Customer Choice for iPaaS, a G2 iPaaS Leader, and a recognized leader in AI.
  • Remote-first culture
  • Competitive compensation 
  • High-growth, collaborative, and inclusive work environment
  • Starting with your first year, we offer 3-weeks of vacation, wellness days, and holidays to recharge and spend time with family and friends
  • Generous benefits package, including parental leave
  • Monthly tech stipend
  • Recognition opportunities

Diversity, Equity, Inclusion, and Accessibility

As a company, one of the values we hold most dear is fostering a safe, collaborative environment to bring out the best in us, so we created our Taking a Stand Initiative. Our TAS initiative is a volunteer committee open to all Celigans, with strong representation from underrepresented voices within our company. We believe, unequivocally, that everyone deserves to be in a place where they feel welcome as they are. Learn more about Taking a Stand.

Celigo is proud to be an equal-opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, national origin, religion, creed, age (40 and over), disability (physical or mental), sex, gender  (including pregnancy, childbirth, breastfeeding, or related medical conditions),  sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, condition (associated with cancer, a history of cancer, or genetic characteristics)military and veteran status, or any other characteristic protected by applicable law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Employees and applicants are also protected against retaliation.  Consistent with federal and applicable state laws, acts of retaliation against an employee or applicant who engages in protected activity, such as reporting discrimination or harassment or participating in the EEO process, whistleblowing, or the exercise of any appeal or grievance right provided by law will not be tolerated by Celigo.


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Top Skills

Salesforce
The Company
HQ: San Mateo, IN
675 Employees
Remote Workplace
Year Founded: 2011

What We Do

Celigo allows IT and line-of-business teams to automate business processes, enabling the entire organization to be more agile and accelerate business growth.

Through a powerful yet approachable user experience, and by leveraging AI, Celigo allows IT and non-IT users to build custom integrations, mappings, and embedded business logic to automate and optimize any business process.

Powered by our unique Integration Application Framework, only Celigo delivers managed prebuilt integration applications that include embedded business logic to automate up to 100% of a business process.

The Celigo Platform allows IT to enable business teams to build, manage, and monitor the business process they own while ensuring unified best practices, data security, and scalability to meet the needs of the business today and in the future.

Coming off the heels of a Series-C funding round. Celigo is in hypergrowth mode with over 675 employees internationally. It's an exciting time for the iPaaS industry and we are leading the way.

Why Work With Us

Celigo's six Core Values are guiding principles that shape our culture; Excellence comes from each of us, We win when our customers win, Honesty and integrity matter, Ask “How can it be better?, A place to be our authentic selves, We own our results. Globally all of our employees and leaders embody these values to create an authentic community.

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