Operations Analyst
Location: Lisbon
Team: Operations Excellence
Pleo is on a mission to be the global spending solution for forward-thinking teams everywhere. We're looking for driven, curious and creative Builders to help us fuel and drive this mission as part of our Cash Flow Domain! As an Operations Analyst, you will work cross-functionally and closely with RevOps, GTM, Support. You will also support business growth by building robust and smart processes.
If you are a keen & proactive problem solver, take pride in delighting customers, have a strong eye for detail and excel in a process building environment, this is the role for you!
The Team: You will be the third hire for our Cash Flow Operations Team. Fear not, you will be fully supported by a much larger Cash Flow Domain!
What will you get up to?
Creating & successfully implementing processes for customer facing competencies like Sales, Customer Success and Customer Support
Be responsible for reporting on the domain level, providing insights and actionable items to stakeholders
"Run the business" by working on a cross-competency level, liaising with Engineering, Data, Product Management and Collections team to answer Cash Flow products related questions raised by customer facing teams
Detect inefficiencies in current processes and propose solutions to solve those
Creating insights using internal data, feedback from customer facing teams and customer feedback; in order to improve our current policies
Operational tasks using tools such as Postman, Vitally, Hubspot
Be the voice of the customer within the Cash Flow domain
You'll thrive in this role if you:
Have 1+ year experience in an Operations role
Have advanced excel skills e.g. vlookups, IF formulas, sorting and analysing data
Can work independently to drive workload and identify areas of opportunity
Have experience troubleshooting and/or answering complex customer queries in a timely and professional manner
Your colleagues say that you are:
Curious by nature & love solving for inefficiencies
Happy to empower those around them
Love the detail, you often spot things that other don't
Razor sharp when it comes to your work but also fun to work with
Show me the benefits!
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us - with catering in our Lisbon office
Private health insurance to ensure you're fit in body and mind to do your best work
In Portugal, we offer 25 days of holiday + your public holidays
For our Cash Flow Operations Team, we offer full flexibility around working from home
Option to purchase 5 additional days of holiday through a salary sacrifice
Wellbeing days - fully paid days off designed for a slower pace, allowing you to take time to recharge and prioritise self-care
Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work
All of us have a stake in Pleo's success - ask us about our equity grant scheme
Why join us?
Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means 'more than you'd expect', and it's been the secret to our success over the last 8 years. So it's only fitting that we'd pass this philosophy onto our customers to help them make the most of their finances.
We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn't be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.
Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is 'champion the customer', which means we address real pain points that businesses face. Next up is 'succeed as a team', which highlights how our strength lies in our diversity and trust in each other. We also 'make it happen' by taking bold decisions and following through to deliver results. Last but not least, we 'build to scale', creating lasting solutions that address today's challenges and anticipate tomorrow's needs.
So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.
About your application: Please submit your application in English; it's our company language so you'll be speaking lots of it if you join.
We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone.
We're on a mission to make everyone feel valued at work. That's only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs.
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