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Agentero

Reinventing the agency network

Client Operations Analyst

OperationsOperationsFull TimeRemoteMid LevelTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

CET (UTC+1)

Posted

4 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Client Operations Analyst

Agentero

Role Description We're hiring a Client Operations Analyst to join the Producerflow’s Business Operations team. You'll own the execution side of our client operations: - Data imports & entry: Execute producer, agency, and appointment data imports into Producerflow; update NPNs, licenses, principal changes, and contact records; keep data consistent and reconciled across systems. - Reporting: Generate and deliver recurring client reports (daily, weekly, monthly); write SQL queries against our database; surface anomalies and flag them to the team. - Client support: Respond to client requests in Slack and HubSpot using established playbooks; triage issues and escalate complex cases to the team lead or engineering. - Issue triage: File bug reports in Linear with clear reproduction steps; follow up on ticket status and close the loop with clients. - Operational tasks: Support data migrations, UAT testing, and one-off data corrections; own the execution layer of client ops. - Documentation: Keep internal playbooks and SOPs up to date as processes evolve. Qualifications - US overlap hours availability (non-negotiable): 1:00 PM – 10:00 PM CET, Monday to Friday. - Highly self-directed and proactive (non-negotiable): Spot gaps, flag them, propose solutions, and keep your own pipeline of work moving. - Thrives in a fast-paced environment: Adapt quickly to shifting priorities and scope changes. - 2–4 years of experience in Operations, Client support, Data analysis, or a similar analytical/ops role. - Technical background: Degree in Engineering, Computer Science, Mathematics, Data Science, or a similar technical field. - Bilingual English + Spanish: Fluent in both written and spoken. - SQL fluency: Comfortable writing SELECT queries with JOINs, filters, and aggregations against production data. - AI-native workflow: Actively use Claude, ChatGPT, or similar LLMs in your daily work. - Data analysis skills: Strong in spreadsheets (pivot tables, lookups, basic modeling). - Attention to detail: Double-check work before shipping. - Clear written communication: Send concise, professional messages to clients. Requirements - Experience with HubSpot (CRM, inbox, workflows). - Experience with Zapier or similar no-code automation tools. - Experience with insurance operations, compliance, or producer licensing (NIPR, LOAs, appointments). - Familiarity with Linear, Slack, or other ops tooling. - Basic scripting (Python, shell) for small data transformations and automation. Benefits - Remote-first setup in Spain. - Real ownership and direct impact on client outcomes from day one. - Heavy investment in AI tooling: Work alongside Claude and similar tools. - Clear growth path into senior operations, client-facing, or technical roles on the Producerflow team.

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