CX Planning & Operations Analyst at Formstack | Powderkeg

Location: Remote

Employment Type: Salaried, Full-Time

Team: CX Operations

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission.

Formstack is a remote-first company with team members who live and work across the U.S., Canada, and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.

Casey Ahrens, Manager of CX Planning & Operations at Formstack, is looking to hire someone who will complement and strengthen the team.

Who You Are

You are a great communicator and believe collaboration is the key to success. You are someone who loves to understand the why behind data. You are an independent and strategic thinker but know when to consult others. You have a strong technical background in data analysis and insights. You are excited about your work and bring a positive attitude to the team.

How You’ll Succeed

  • This role will support operational analysis for all arms of the CX Department including our Support, Customer Success, and Pro Services teams.
  • Partner with business stakeholders to design, build and publish reports, visualizations, and dashboards using multiple data sets and sources.
  • Effectively and cohesively communicate data insights and findings to all levels of the organization, including presenting executive summaries, to maximize strategic decision making.
  • Ensure stakeholders can easily and accurately track KPIs and metrics.
  • Execute ad-hoc analyses to answer key business performance questions.
  • Identify opportunities for improved departmental reporting and provide requirements for build-out.
  • In partnership with the Planning and Operations Manager, own business analysis functionalities by identifying new areas of discovery, improving on existing available insights, and ensuring accuracy in analytics.
  • Use business insights to make recommendations to improve and scale departmental performance and processes in partnership with the Planning and Operations Manager.
  • Investigate and implement ways to streamline current reports and make outputs simple yet insightful.
  • Ensure best practices are utilized in defining business processes, reporting standards, and partnering internally to ensure adherence to data architectural guidelines.

What We’re Looking For

  • 2-3 years’ experience in analytics, with a focus in customer operations data
  • Experience building advanced reports and models in Excel and Salesforce
  • High level of business acumen and understanding of operational KPIs
  • Ability to distill and concisely communicate key business insights from complex analyses
  • Experience in Saas preferred
  • Highly organized with a focus on execution, problem solving and improving processes
  • Exceptional time management skills and accountability
  • Effective verbal and written communication skills whether sharing results and insights or documenting assumptions and methodologies
  • Ability to think critically and adapt quickly in a flexible environment

Salary Range

$60,000 - $68,000 per year (USD) + bonus up to 5% of base salary

This is a remote (work-from-anywhere) position.

What Formstack Offers for Full-Time Employees in the US and Canada:

- Competitive health plans, Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.

- Monthly Health & Wellness and Technology stipends

- Half-day Fridays

- Unlimited PTO for all employees.

- 401k & Roth w/ safe harbor match (the US and Canada)

- The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job

- Company-paid conferences and extended learning opportunities

- Yearly company and team gatherings

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and authentic workplace. if you’re excited about this role, but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Formstack is an equal-opportunity employer. We are passionately committed to equitable hiring and boldly dedicated to diversity in our work and staff. We do not discriminate in employment opportunities or practices based on actual or perceived race, color, religion, national origin, sex (including pregnancy, childbirth, or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, uniform service member status, disability or any other characteristic protected by law. Women, people of color, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.

_ All data collected in our application process, from resume collection to application questions, is used for recruitment purposes only._ We will store it in our applicant tracking system, Lever, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.

Job Summary
  • Job Title
    CX Planning & Operations Analyst
  • Company
    Formstack
  • Location
    Remote
  • Employment Type
    Full time
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