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Senior Global Customer Success Operations Analyst

Company Description

Who We are

Our mission is to “make the healthcare experience more human”. Docplanner is a SaaS tool for doctors and clinics used to optimize their patient flow, reduce no-shows, and digitize their practices to be able to spend more time with the patient. We also operate marketplace-websites in 12 countries which serve 62 million patients monthly to easily find the right doctor and book an appointment. Only last month 5 mln medical visits were booked via our websites. That makes us the world's leading marketplace connecting doctors and patients. We have been growing rapidly and are on a path to reach EUR 0.5 bln in ARR in the next 3-5 years!

Docplanner was founded in 2012 in Poland. Our team now numbers over 2000 people based across 9 offices in Warsaw, Munich, Barcelona, Istanbul, Rome, Mexico City, Curitiba, Rio de Janeiro and Bologna. It is backed by leading venture capital funds including Point Nine Capital, Goldman Sachs Private Capital, and One Peak Partners, raising a total of €130 million to date.

“Culture eats strategy for breakfast” according to Peter Drucker. We believe in that. We’re looking for exceptional people who can help us change the world while building an amazing company. 

Job Description

What makes this role exciting?

We are looking for a Global CS Operations Analyst to join our Global CS team in a hybrid role combining data-driven analysis and hands-on business operations. In this position, you will play a pivotal role in optimizing global processes across the customer journey.

In your role you will: 

  • Be a trusted advisor to the Customer Success teams across the globe - act as their main point of contact for business needs, solutions, insights and guidance 

  • Analyze local processes, identifying differences and best practices, and developing solutions and processes that fit multiple countries’ needs

  • Help drive implementation of global processes with local structures

  • Be a guardian of quality and consistency in our systems

  • Create automations related to Customer Success process to ensure maximal effectiveness and operational perfection both in our CRM and in other areas

  • Query datasets from different sources, turn data into information and information into insight

  • Use data to investigate and help resolve issues in processes

  • Design, implement & maintain metrics, dashboards, and reports

  • Oversee KPIs and performance of local teams, be the first person to detect ‘red-flags’

  • Make sure that our data is clean, processes are aligned around a global and definitely you will have fun while doing it! :) 

In this role, you’re working super closely with - and reporting directly to Gabriele, our Global Head of Customer Success Operations :)

This role is both challenging and rewarding, as it requires you to excel as an analyst while leveraging operational expertise and strong interpersonal skills to drive impactful changes across the Customer Success structure. You'll thrive in a fast-paced, constantly evolving environment where new challenges and opportunities emerge regularly. This dynamic position allows you to showcase your creativity, solve complex problems, and make a significant impact on our business growth and success.

Qualifications

Skills required to succeed in this role: 

  • At least 2 years of experience in BI, analytics, operations, or business development roles. (Experience in CS Ops/RevOps or a similarly analytical and business-oriented role is a significant advantage.)
  • Knowledge of tools such as Salesforce, HubSpot, Zapier, Looker Studio, Tableau, or similar platforms.
  • Proficiency in data analysis tools, including SQL/Python, and Excel.
  • Strong experience working with complex datasets and the ability to derive actionable insights.
  • Excellent analytical and reporting skills, capable of presenting insights concisely and effectively.
  • Proven experience managing projects end-to-end, from planning to execution.
  • A problem-solving mindset, with the ability to think critically and find creative solutions.
  • Equally skilled with numbers and people, balancing technical expertise with interpersonal effectiveness.
  • Exceptional communication skills (written and verbal) in English, as you'll be collaborating with a global team.
  • Most importantly, a "getting things done" attitude, with a proactive and hands-on approach to challenges.

Additional Information

The process (preliminary outline)

  1. 30 min intro call with Ainhoa (Global talent partner)

  2. 60 min interview with Gabriele, our Global Head of Customer Success Operations - your manager in this role (experience match + fit into the team)

  3. Business exercise (a data-based problem solving task) incl. 3 days’ preparation time, followed by a 60 min presentation meeting with Gabriele & Konrad to discuss your thoughts and findings

  4. Technical fit interview with a senior engineer from our Data teams

  5. References & Offer

Benefits 

  • Share options plan after six months working with us, vesting in 5 years (subject to separate ESOP agreement and plan)
  • Gym membership (reduced price)
  • Health Insurance paid by the company 
  • Flexible retribution plan benefits 
  • Mental health program (iFeel)
  • 23 days of holiday per year (on top of bank holidays, plus your birthday off on top)

 

We promote and embrace equal opportunities in our hiring process, and also every day at work. When you apply for our roles you receive equal treatment regardless of age, disabilities, gender reassignment, marital or civil partner status, pregnancy or parental status, race, colour, nationality, ethnic or national origin, religion or belief, sex, sexual orientation or any other dimension of human difference. If you require additional support in your recruitment process, we kindly encourage you to let us know. Behind those words you’re reading, there’s a person (hi!) who already helped a candidate by adapting the interviews, and now we’re lucky to have this person with us. So, even if you’ve never asked for it before, may this serve as a sign that, now, you can do so. We can only truly be equal if we adapt to each other. ❤️

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CEO of DocPlanner
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Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Global Customer Success Operations Analyst, DocPlanner

Docplanner is on the hunt for a Senior Global Customer Success Operations Analyst to join our vibrant team in sunny Barcelona, Spain! Imagine being the trusted advisor to Customer Success teams across the globe — that’s where you come in! In this exciting role, you will be diving into data-driven analysis while being hands-on in business operations. Your expertise will help us optimize global processes throughout the customer journey. You’ll analyze local processes, identify best practices, and create tailored solutions that meet the diverse needs of different countries. Plus, you’ll drive the implementation of global processes and ensure everything runs smoothly and consistently. We’re looking for someone who can query datasets from various sources, turning raw data into insightful information. You’ll design and maintain metrics, oversee KPIs, and be the first to detect any red flags. This role is dynamic, perfect for someone who thrives in fast-paced environments, and offers the chance to showcase your creativity and problem-solving skills. Here at Docplanner, we believe in the power of teamwork, and you’ll be reporting directly to Gabriele, our Global Head of Customer Success Operations. If you have a knack for data analysis, exceptional communication skills, and a proactive attitude, then you could be a perfect fit for our team. Join us in making healthcare a better experience while having a great time working with amazing people!

Frequently Asked Questions (FAQs) for Senior Global Customer Success Operations Analyst Role at DocPlanner
What are the key responsibilities of a Senior Global Customer Success Operations Analyst at Docplanner?

As a Senior Global Customer Success Operations Analyst at Docplanner, your key responsibilities include acting as the main point of contact for Customer Success teams worldwide, optimizing and implementing global processes while addressing local needs, and ensuring the quality and consistency of our systems. You'll also analyze and query datasets to derive actionable insights, oversee KPIs, and maintain dashboards and reports to track performance.

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What qualifications do I need to apply for the Senior Global Customer Success Operations Analyst position at Docplanner?

To be considered for the Senior Global Customer Success Operations Analyst role at Docplanner, candidates should have at least 2 years of experience in BI, analytics, operations, or business development. Familiarity with tools like Salesforce, HubSpot, and proficiency in data analysis tools such as SQL, Python, and Excel are highly advantageous. Additionally, excellent communication and analytical skills are essential.

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How does the Senior Global Customer Success Operations Analyst contribute to Docplanner's mission?

The Senior Global Customer Success Operations Analyst significantly contributes to Docplanner's mission by optimizing the customer journey, ensuring consistent and quality customer interactions. By leveraging data analysis and operations expertise, you'll help to enhance customer satisfaction and streamline processes, ultimately supporting our goal of making healthcare experiences more human.

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What tools and technologies should a Senior Global Customer Success Operations Analyst be proficient in at Docplanner?

A Senior Global Customer Success Operations Analyst at Docplanner should be proficient in tools such as Salesforce, HubSpot, Looker Studio, and Tableau. Knowledge of data analysis tools, including SQL and Python, as well as Excel skills, will be essential for querying datasets and deriving actionable insights.

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What can a candidate expect during the interview process for the Senior Global Customer Success Operations Analyst role at Docplanner?

During the interview process for the Senior Global Customer Success Operations Analyst position at Docplanner, candidates can expect a structured approach starting with an introductory call, followed by in-depth interviews with key team members. There will also be a business exercise involving data-based problem solving, requiring candidates to present their findings, ultimately leading to a technical fit interview and reference checks.

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Common Interview Questions for Senior Global Customer Success Operations Analyst
Can you describe your experience with data analysis and how it relates to the Senior Global Customer Success Operations Analyst role?

When answering this question, emphasize specific projects where you've utilized data analysis tools like SQL or Python to derive insights. Talk about the impact your analyses had on customer success efforts and how you turned raw data into actionable strategies that improved customer engagement or operational efficiency.

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How do you prioritize tasks when faced with multiple projects in a fast-paced environment?

Highlight your organizational strategies when discussing task prioritization. Mention tools you use for project management, ways you communicate with team members to align on goals, and how you evaluate project importance to ensure deadlines are met without compromising quality.

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Can you give an example of a challenging project you managed and the results achieved?

Select a relevant project that shows your problem-solving skills. Clearly outline the challenges faced, your role in addressing them, and the positive outcomes that resulted from your actions. Focus on metrics or KPIs that demonstrate success.

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What strategies do you use to ensure data quality and integrity?

Discuss your systematic approach to maintaining data quality, including regular audits, cleansing processes, and validation checks. Highlight how you communicate the importance of data integrity to the teams you work with to foster a culture of quality awareness.

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How do you stay informed about the best practices in customer success operations?

Mention your commitment to continuous learning, including following industry blogs, partaking in online courses, and participating in webinars or industry conferences. Discuss how you apply these best practices in your daily responsibilities.

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Describe a time when you had to communicate complex information to a non-technical audience.

Use an example that illustrates your ability to simplify complex data for non-technical stakeholders. Describe your process in creating engaging visualizations or summaries and how ensuring their understanding helped foster collaboration or informed decision-making.

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What role does feedback play in your work, and how do you handle it?

Emphasize your openness to feedback, whether positive or constructive. Discuss how you view it as an opportunity for growth and improvement, and provide an example of how you have implemented feedback into your work processes.

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What metrics do you consider essential in evaluating customer success performance?

Outline key metrics that you believe are crucial for assessing customer success, such as Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and churn rate. Explain how these metrics help provide a thorough understanding of customer engagement and satisfaction.

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How do you forge strong relationships with cross-functional teams?

Talk about your collaborative approach, highlighting the importance of building rapport and effective communication. Discuss methods you implement to encourage open conversations, share insights, and work towards common goals with teams such as sales, marketing, and product development.

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Why do you believe you're a good fit for the Senior Global Customer Success Operations Analyst role at Docplanner?

Discuss your alignment with Docplanner’s mission and values, highlighting relevant skills and experiences that position you as the ideal candidate. Be specific about how your passions for healthcare and customer success inspire you to contribute to Docplanner's goals effectively.

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Full-time, hybrid
DATE POSTED
January 12, 2025

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