Data and Automation Lead

The Data and Automation Lead at Panoptyc is responsible for optimizing workflows, managing the HubSpot CRM instance, implementing automation strategies, and ensuring that the Customer Success, Sales, and Support teams can work efficiently. This role involves collaborating closely with various department heads to understand their needs and prioritizing process improvement requests to enhance overall operational efficiency.

To qualify for the Data and Automation Lead position at Panoptyc, candidates should have 3-4 years of experience in operations, CRM management, or process optimization. Proficiency in SQL and scripting is essential for automation, coupled with experience in HubSpot CRM, Retool, and reporting tools like Looker or Tableau. Strong analytical, communication, and problem-solving skills are also important for success in this role.

At Panoptyc, the Data and Automation Lead will work with a variety of tools and technologies, including HubSpot for CRM management, Retool for workflow optimization, and analytics platforms like Looker and Tableau for reporting. Familiarity with Google Workspace, Slack for collaboration, and SQL for data management will also be crucial in this role.

The Data and Automation Lead at Panoptyc can expect a fully remote work environment that encourages collaboration across teams. You'll be equipped with the tools necessary to manage tasks effectively while working during US Eastern time zone hours. Our culture emphasizes flexibility and support for our employees as they adapt to working remotely.

While prior experience in customer success operations or SaaS environments is not strictly necessary, it is definitely a bonus for the Data and Automation Lead position at Panoptyc. Candidates with such backgrounds may find it easier to understand the challenges and needs of the teams they will support, enhancing their effectiveness in this role.

In your response, outline specific experiences you've had with CRM management, emphasizing any tools you've used, such as HubSpot. Highlight your strategies for optimizing CRMs to support sales or customer success efforts. Focus on results you've achieved through improved customer engagement or operational efficiencies.

Mention specific techniques you've employed to analyze workflows, such as process mapping or performance metrics. Discuss how you gather feedback from team members and utilize data to identify bottlenecks. Share examples of successful improvements you've implemented that resulted in enhanced efficiency.

Explain your approach to prioritizing requests based on impact and urgency. Discuss any frameworks you've utilized, such as RICE (Reach, Impact, Confidence, Effort) or similar prioritization methods. Provide an example illustrating how your prioritization led to clear improvements in team efficiency.

Provide specific instances where you've utilized scripting languages or automation tools to enhance workflows or data management processes. Discuss the outcomes and efficiency gains achieved as a result of your automation efforts, illustrating your technical proficiency relevant to the Data and Automation Lead role.

Describe your approach to supporting cross-functional teams, emphasizing communication and collaboration. Provide examples of how you've worked with different departments to tailor solutions that meet their specific needs while maintaining an overarching focus on operational efficiency.

Outline the key performance indicators (KPIs) and metrics you use to measure the success of automation initiatives. Discuss specific examples of how you've assessed improvement in workflow efficiency, team productivity, or customer satisfaction following an implemented automation strategy.

Share a specific problem you encountered in a previous role, detailing your process for analyzing the issue and developing a solution. Focus on the steps you took, the collaboration involved, and the positive outcome that resulted from your intervention.

Express your familiarity with various reporting tools and highlight your favorites, such as Looker, Tableau, or Google Data Studio. Discuss a project where you successfully used one of these tools to derive insights or reports that supported business decisions.

Discuss your strategies for managing stakeholder relationships, including regular communication, setting clear expectations, and actively seeking buy-in throughout the project lifecycle. Provide an example of a project where your stakeholder management skills made a significant difference in the outcome.

Share techniques you employ to ensure effective remote collaboration, such as setting synchronous and asynchronous communication guidelines, utilizing collaboration tools (e.g., Slack, Notion), and fostering a culture of transparency and accountability among team members.