Operations Analyst

Summary

Join Pleo's Cash Flow Operations Team as an Operations Analyst and contribute to the company's global spending solution. You will create and implement processes for customer-facing teams, generate insightful reports, and collaborate cross-functionally. Responsibilities include handling collections, identifying process inefficiencies, and using data to improve policies. This role requires 1+ years of operational experience, advanced Excel skills, and strong problem-solving abilities. Pleo offers a comprehensive benefits package including health insurance, flexible work arrangements, paid time off, professional development opportunities, and more.

Requirements

• 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

Responsibilities

• Create & successfully implement 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, and Product Management team to answer Cash Flow products related questions raised by customer facing teams
• Handle Collections tasks and thereby help increase our collections rate by timely follow ups with delinquent customers as per our collections procedures
• 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, Linear
• Be the voice of the customer within the Cash Flow domain

Preferred Qualifications

• 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

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
• We’re trialling MyndUp to give our employees access to free mental health and wellbeing support with great success so far ❤️‍🩹
• 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