General Operations Specialist, monday.com

• Bachelor's degree in Business, Operations, Analytics, or a related field
• 5+ years of experience in Customer Success Operations, Revenue Operations, GTM Operations, or a related operational role, ideally within a SaaS or technology company
• Familiarity with post-sale GTM motions - including account segmentation, onboarding, renewals, and CS coverage models
• Hands-on experience with Salesforce (report and dashboard building required)
• Strong attention to detail and data hygiene practices, with the ability to manage and maintain complex operational data sets
• Excellent communication and collaboration skills - comfortable working across CS, Professional Services, CX, Sales, and RevOps teams
• Organized, proactive, and capable of managing multiple priorities and requests simultaneously in a fast-paced environment
• A problem-solving mindset with a bias toward action - you identify gaps and follow through to resolution

Desirable

• We are looking for a detail-oriented and collaborative Operations Specialist to support the Customer Operations (CCO) organization, spanning Customer Success, Professional Services, Customer Experience (CX), and Tech Touch. This is a high-impact, day-to-day operational role for someone who thrives on keeping things running smoothly, solving field-level problems, and enabling GTM teams to focus on what they do best
• You will work closely with all CCO verticals - CS, Professional Services, CX, and Tech Touch teams - to support core operational workflows including: account assignments and rebalancing to capacity tracking and cross-functional coordination. This is an excellent opportunity to grow your operations career in a fast-moving SaaS environment with exposure across the full post-sale organization
• Day-to-Day Operations Support
• Support account assignment and rebalancing processes across CS, Professional Services, CX, and Tech Touch, ensuring accurate ownership and coverage across the book of business
• Assist with capacity management tracking - monitoring team bandwidth, flagging imbalances, and helping surface data to inform staffing and coverage decisions
• Manage and maintain operational data hygiene in Salesforce and CS platforms, including account records, assignment updates, and segmentation attributes
• Field and resolve day-to-day operational requests from CCO teams, triaging issues related to account ownership, tooling, data, and workflow gaps
• Support account onboarding and transition workflows to ensure smooth handoffs across teams and a consistent customer experience
• Support and drive operational projects and programs across CCO, partnering with regional and functional leads to scope requirements, align stakeholders, and move strategic initiatives from planning to execution
• Reporting & Data
• Build and maintain Salesforce reports and dashboards to track key CCO metrics including account health, capacity utilization, renewals coverage, and services attached
• Identify and flag data gaps, inconsistencies, or process inefficiencies that impact reporting accuracy or field execution
• Prepare regular operational summaries and ad hoc analysis to support CCO and GTM leadership decision-making
• Partner with Revenue Operations and analytics teams to ensure CCO data is accurate, consistent, and actionable
• Process & Tooling
• Document and build operational processes, workflows, policies and guidelines to support consistency and repeatability across CCO teams
• Support the adoption and day-to-day use of CRM and CS platforms (e.g., Salesforce, Gainsight, or similar), serving as a resource for field teams with tooling questions
• Assist with the implementation and rollout of operational improvements, tools, or process changes across CCO
• Partner with Enablement teams to ensure processes and tools are clearly documented and accessible for frontline teams