Note: The job is a remote job and is open to candidates in USA. Selerix Systems, Inc is seeking a Principal Operations Analyst — Tooling & Systems to own the technology stack for the Client Success organization. This role involves ensuring tools are configured effectively, improving client experience, and serving as a strategic partner to the AVP of Operational Excellence.
Responsibilities
- Serve as the primary administrator and subject matter expert for the project management tool, currently Monday.com, across the Client Success organization
- Design, build, and maintain boards, workflows, automations, and integrations that reflect how CS teams work while improving visibility into how they work
- Own the open enrollment and implementation project workflows, taking the current foundation further as the business evolves
- Ensure time tracking is operational and consistent across all CS teams and aligns to financial reporting requirements
- Evaluate and implement automations that reduce manual, low-value work and create capacity for the teams who serve clients
- Serve as the intake point for Monday.com requests from CS teams, partnering with the AVP to triage and prioritize what gets built
- Develop working proficiency in HubSpot to serve as the CS counterpart in the ongoing HubSpot–Monday.com integration
- Partner with Revenue Operations to ensure Client Success business requirements are clearly defined, translated, and maintained
- Ensure HubSpot is functioning as the source of truth for client data, flagging gaps or inconsistencies that affect CS team workflows
- Support the CS team's adoption of HubSpot, including training, documentation, and troubleshooting
- Build and maintain dashboards and reports across Monday.com, HubSpot, and Power BI that give CS leadership the visibility they need to make decisions
- Maintain proficiency in adjacent tools, including Power BI and Power Automate, to support reporting automation and workflow integration
- Translate CS operational workflows into tooling configurations that are logical, sustainable, and scalable
- Proactively identify manual workarounds and design tool-based solutions that eliminate them
- Document configurations, workflows, and automations so institutional knowledge is always current and accessible
- Serve as an active thought partner to the AVP, helping evaluate whether a proposed approach is the right one, and flag feasibility concerns before work begins
- Help establish and enforce standards for how tools are used across the organization
Skills
- 3–5+ years of hands-on experience administering and optimizing project management software in a multi-client environment, preferably Monday.com
- Demonstrated ability to design and build workflows and automations, not just configure out-of-the-box features
- Strong analytical instincts, comfortable working with data and translating findings into action
- Clear, confident communicator who can translate technical constraints for non-technical stakeholders and push back on requests that aren't feasible
- Organized and detail-oriented, able to manage competing requests without dropping balls
- Self-directed, able to take a business problem and figure out the tool solution without a step-by-step spec
- Bachelor's degree or equivalent experience
- Must be eligible for US employment
- HubSpot experience strongly preferred, Salesforce or equivalent considered
- Experience with the HubSpot–Monday.com integration or similar CRM-to-PM tool integrations preferred
- Proficiency or working knowledge of Power BI for dashboard and reporting development preferred
- Familiarity with Power Automate for workflow automation across the Microsoft ecosystem preferred
- Background in a SaaS, benefits administration, or HR technology company preferred
Benefits
- Medical, Dental and Vision insurance
- 4 weeks paid time off (PTO)
- 9 paid holidays
- Tuition Reimbursement
- 401K (with match)
- Basic Life
- Long-Term Disability
Company Overview