Plotly Hiring for Customer Operations Admin (Deal Desk) at Remote Full Time

Do you thrive on ensuring operations run smoothly with a strong attention to detail? Bring your natural curiosity and analytical mind to the Plotly team. We’re looking for someone to oversee daily sales administrative operations and assist in upleveling our Customer Success organization. You will be the primary owner, and manager of the systems and processes that enable our growing operations team. You will work cross functionally with Finance, Sales, and Customer Success teams to ensure that our processes are repeatable, scalable, and top quality while improving internal processes for our teams.

A successful candidate for this role must exhibit attention to detail, process improvement experience, strong Project Management skills, and demonstrated mastery of CRM workflows (such as PO management, invoicing, ticketing systems, etc. ). They will handle systems management, data entry, revenue processing , and general organization.

Roles And Responsibilities

Evaluate and configure CRM accounts, create licenses, update licenses at time of renewal, archive expired licenses and document procedures internally

Prepare and issue customer invoices and reconcile with POs and Salesforce opportunities.

Handle all administrative functions including user account maintenance, workflows, vendor registrations, and all other procurement tasks.

Drive customer experience improvement through creating templates/onboarding slides with the customer info such as dash enterprise url and number of users

Help automate customer outreach / periodic check ins

Work with services and finance teams to track invoices and match to Salesforce objects

Drive operational improvements within customer success, focused on cross functional collaboration and effective cross functional communication

Requirements

Experience in client management with large global corporations

Complete understanding of customer invoicing processes and AR management

Experience working with Customer Success teams

Demonstrated ability to manage competing priorities across a portfolio of projects

Prior CRM experience

Strong Project Management skills

Experience with vendor registrations and procurement processes

An understanding of data science, analytics and or software development workflows

Excellent oral and written communication skills

Good problem-solving and decision-making

What We Can Offer You:
A way to put your skills to use enabling people around the world to better understand their data and make better decisions

Knowledge-sharing with smart, motivated colleagues and folks working at the most sophisticated companies in the world

Flexible schedule and generous PTO

A promote-from-within philosophy

Medical, dental, vision, and more benefits

Company stock options

Remote work policy

Parental leave policy

Learning and development program

Community involvement

Immigration Support

Home office set up fund

About Plotly:
Plotly is a high-growth company that is transforming how people visualize data by helping Fortune 500 companies close the gap between Data Science and the rest of the organization. We started building our precedent-setting open-source software back in 2013, and since then we’ve received over $30M in funding, including from grants such as ScaleAI and the Chan Zuckerberg Initiative, to support our efforts. Plotly is primed to continue its path toward becoming the most downloaded, trusted framework for building AI, ML & data science web apps for the world’s leading companies.

At Plotly, you’ll work alongside a diverse team of 50 first-class scientists, engineers, developers and builders that challenge the status quo and set the bar high. We encourage each member of our team to explore and expand their skill sets on a continuous basis, to approach every problem with curiosity and an open-mind. Together, we make it possible for people everywhere to share data, facts and information. We believe that knowledge is built through sharing and accessibility, through dialog and debate on a level playing field. Come help us democratize the data so that we can deliver knowledge.

Plotly is an equal opportunity employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

We’re looking forward to getting to know you!