Job Closed
This listing is no longer active.
CX Operations Transformation Director
Location
United States
Posted
58 days ago
Salary
$150K - $170K / year
Seniority
Lead
Job Description
CX Operations Transformation Director
Onit
• Design and implement core CX workflows across Customer Success, Services, and Support, including sales-to-services handoffs, estimation processes, and cross-functional operating models • Translate CX leadership direction into operational processes and system requirements, ensuring tools such as PlanHat, Salesforce, and Kantata support how teams are expected to work • Define system requirements and guide IT teams, system administrators, and vendors through implementation, ensuring solutions align with intended workflows and user experience • Define and improve forecasting, planning, and operating rhythms, including business reviews/performance cadences to drive decision-making/accountability • Own cross-functional initiatives and ambiguous operational problems end-to-end, including initiatives related to AI-driven insights and predictive workflows, from defining the approach through implementation • Ensure processes are effective in practice, refining workflows, systems, and handoffs to drive consistent execution and intended business outcomes • Work across CX leadership, IT, and external partners to drive alignment and implementation of processes and systems • Coordinate with enablement and operational teams to support rollout of new processes and systems
Job Requirements
- Bachelor’s degree required; MBA or equivalent preferred
- 12+ years of experience in operations (including services and customer success), consulting, business operations, or a related field
- Proven experience designing and implementing business processes and workflows in a cross-functional environment
- Experience working with business systems such as CRM (e.g., Salesforce), customer success platforms (e.g., PlanHat), or services/PSA tools (e.g., Kantata)
- Demonstrated experience translating business needs into operational processes and system requirements, and guiding implementation through completion
- Experience working with technical teams, IT, or external vendors to deliver system-enabled solutions
- Strong problem-solving skills, with the ability to structure and execute on ambiguous requirements
- Strong communication and collaboration skills, with the ability to work across leadership levels and functions
- Ability to operate independently and drive work forward in a fast-paced, evolving environment
Benefits
- Health Coverage Choices: Three medical plan options, plus dental and vision, so you can choose what fits best. Employees on our HDHP plan also receive employer contribution to the HSA.
- Retirement Savings: 401(k) with a 100% match on the first 3% and 50% on the next 2% of employee contributions.
- Time Away: Flexible paid time off, 7 sick days, and 9 paid company holidays annually.
- Family Support: Exceptional paid leave for birth parents, non-birth parents, and caregivers. Onit also offers surrogacy and adoption reimbursement.
- Income Protection: 100% employer-paid life and disability insurance.
- Additional Coverage Options: Voluntary benefits including hospital indemnity, critical illness, accident, and even pet insurance.
- Tax-Advantaged Accounts: Healthcare FSA, HSA, and dependent care FSA.
- Community Engagement: One paid volunteer day each year to give back to the community.
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
Professional Service Operations Administrator
GuidePoint SecurityFounded in 2011 and headquartered in Herndon, Virginia, GuidePoint Security furnishes commercial and federal organizations with customized information security solutions to help cl
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. By taking a three-tiered, holistic approach for evaluating security posture and ecosystems, GuidePoint enables some of the nation’s top organizations, such as Fortune 500 companies and U.S. government agencies, to identify threats, optimize resources and integrate best-fit solutions that mitigate risk. General Description The Professional Services Operations Administrator (PSOA) is a support role that helps ensure smooth execution of our professional services pre-sales process. Reporting to the PSOS Lead, you'll work at the intersection of sales, services delivery, and operations, gaining exposure to multiple business functions. This entry-level role is an excellent opportunity to learn how professional services operations work while contributing to process improvements and operational efficiency. You'll support the team in organizing workflows, maintaining documentation, and helping transition manual processes into more streamlined systems. Roles and Responsibilities: - Use Salesforce.com to generate quotes, track opportunities and process orders. - Partner with Services Leadership to maintain and enhance project scoping information - Ensure accuracy and completeness of client responses and requirements documentation - Coordinate and manage Statements of Work (SOW), revision requests, and Change Orders with meticulous attention to detail - Work with the Proposal Support Group (PSG) for accurate, timely, and valuable responses to client needs - Establish consistency and standardization across various service offerings - Identify gaps in workflows and recommend actionable improvements - Perform quality assurance on proposals and project documentation to identify errors, omissions, and potential issues before they impact delivery - Serve as a liaison between back-office, sales, delivery teams, and other stakeholders - Maintain high levels of professionalism and communication to ensure exceptional internal customer experience - Work with PSOS Lead to update standard project templates and operational practices - Maintain accurate estimating data in Salesforce and related systems - Support services pipeline tracking Required Experience: - High school diploma or equivalent required - Experience with Salesforce or similar CRM platforms preferred - Background in operations, cybersecurity, or professional services - Understanding of SOW development and contract management Travel Requirements: - Up to 10% travel - Sedentary work - Substantial movement of the wrists, hands, and/or fingers for a minimum of 8 hours a day - Required to have close visual acuity to view computer terminal and/or extensive reading for a minimum of 8 hours a day We use Greenhouse Software as our applicant tracking system and Zoom Scheduler for HR screen request scheduling. At times, your email may block our communication with you. Please be sure to check your SPAM folder so that you don't miss updates on your application. Why GuidePoint? GuidePoint Security is a rapidly growing, profitable, privately-held value added reseller that focuses exclusively on Information Security. Since its inception in 2011, GuidePoint has grown to over 1,200 employees, established strategic partnerships with leading security vendors, and serves as a trusted advisor to more than 6,200 customers. Firmly-defined core values drive all aspects of the business, which have been paramount to the company’s success and establishment of an enjoyable workplace atmosphere. At GuidePoint, your colleagues are knowledgeable, skilled, and experienced and will seek to collaborate and provide mentorship and guidance at every opportunity. This is a unique and rare opportunity to grow your career along with one of the fastest growing companies in the nation. Some added perks…. - Remote workforce primarily (U.S. based only, some travel may be required for certain positions, working on-site may be required for Federal positions) - Group Medical Insurance options: Zero Deductible PPO Plan (GuidePoint pays 90% of the premium for employees and 70% for family plans (spouse/children/family) or High Deductible Health Plan with HSA (GuidePoint pays 100% of the employees premiums and 75% for family plans (spouse/children/family). If you choose the High Deductible / HSA plan, GPS will contribute in 4 equal quarterly installments: ($850 per EE annually / $1750 per family annually (includes spouse/children/family options) - Group Dental Insurance: GuidePoint pays 100% of the premium for employees and 75% of family plans - 12 corporate holidays and a Flexible Time Off (FTO) program - Healthy mobile phone and home internet allowance - Eligibility for retirement plan after 2 months at open enrollment - Pet Benefit Option
• Serve as a hands-on technical resource for day-to-day systems operations, including identity, endpoint management, collaboration platforms, and enterprise services. • Assist with the administration of enterprise productivity and collaboration platforms, ensuring configurations align with established policies and security standards. • Work on deploying, managing, and troubleshooting endpoint infrastructure for corporate workstations and laptops across multiple operating systems, maintaining security posture and user productivity. • Gain hands-on experience with secure email and messaging platform operations, including monitoring authentication issues, abuse signals, and policy enforcement. • Engage in knowledge sharing sessions and actively seek opportunities for professional growth and development within the IT field. • Document systems, procedures, and configurations to build and maintain a comprehensive IT knowledge base. • Gain exposure to cybersecurity concepts through learning and exploration.
Director, Program Growth – Operations
CofertilityA human-first fertility ecosystem, striving to make egg freezing and third party reproduction more accessible for all.
• Partner closely with the COO to shape company strategy, including on new business lines, while independently owning execution and outcomes for the Frozen Program • Lead the clinical operations team, overseeing day-to-day activities to efficiently approve applications and onboard donors into the program • Own and optimize the donor conversion funnel end-to-end with a relentless focus on reducing friction and improving conversion through structured analytical thinking • Partner with Marketing and Product to translate operational insights into lifecycle and software improvements that scale • Lead all aspects of the Frozen Program, including the team, operations, member experience, and growth strategy • Own donor and intended parent retention, scaling revenue in our fastest growing program • Oversee the member advocate teams providing best-in-class service to both donors and intended parents, making them strong advocates for Cofertility • Drive deep data-driven insights to improve program KPIs, including P&L and unit economics, as well as operational metrics • Improve efficiency in our program operations through automation, AI, and our proprietary tech platform, in partnership with our product team • Continually improve policies and operations to manage risk to the business and make strong decisions in high-stakes escalations • Lead clinic partner relationships in the frozen program, improving collaboration with existing partners, onboarding new partners, and representing Cofertility credibly with physicians and coordinators • Drive Frozen program vision and strategy, generating and prioritizing untapped opportunities
Senior Manager, Commercial Sales Operations
Clearwave FiberFast. Reliable. Local. Fiber-Optic Solutions to Support Your Connectivity Needs
• Own the end-to-end commercial sales operating model from lead intake through close, forecast, and commission payout • Define and govern sales operating cadence, including pipeline reviews, forecast calls, and performance readouts • Establish standards for pipeline coverage, stage definitions, and data hygiene • Identify revenue risk early and surface insights to sales leadership • Serve as business owner for Salesforce and related sales technology • Govern CRM configuration, data integrity, reporting architecture, and user adoption • Partner with IT and Finance on system enhancements, integrations, and data alignment • Evaluate, recommend, and lead rollout of sales productivity and automation tools • Own executive-level dashboards for pipeline, bookings, forecast accuracy, and productivity • Analyze funnel performance, close rates, sales cycle trends, and rep effectiveness • Partner with Finance on forecast alignment and commission governance • Deliver clear, trusted weekly and monthly commercial performance reporting • Support quota and territory modeling in partnership with sales leadership • Maintain territory and mapping tools to drive seller efficiency • Partner with Marketing and Business Development on campaign tracking and performance analysis • Act as the primary commercial operations partner to Sales, Finance, Marketing, and IT • Ensure alignment between sales activity, revenue reporting, and compensation outcomes • May manage analysts or administrators, with anticipated team growth as the organization scales




