Business Analyst

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike
- with a vision to help all businesses 'go beyond'. every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. With great ambitions driving us forward, we can't say we've got this whole thing figured out. What we can say is that we're a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together. We're looking for a GTM Operations Analyst to join our CX Operations team at Pleo. In this role, you'll drive operational excellence across customer experience, retention, and lifecycle workflows, manage CRM systems and data integrity, build reporting dashboards, and translate operational data into actionable insights for proactive retention strategies. Our team is highly collaborative and dedicated to operational health and data integrity. As a GTM Operations Analyst, you will: Operational Reporting & Dashboards – Design, build, and maintain comprehensive operational dashboards in Looker, Vitally, or Power BI to track customer health, onboarding progression, risk signals, and lifecycle renewals. CRM Administration & Data Management – Manage HubSpot or Salesforce systems including field configuration, custom objects, data mapping, and user access management. HubSpot, Vitally, Salesforce, Freshworks, Looker, Power BI, and SQL/Python tools. 3+ years as a CX Operations Analyst, Operations Specialist, Business Analyst, or similar role in B2B SaaS. Hands‐on experience administering CRM platforms (HubSpot or Salesforce) and Customer Success tools (Vitally, Gainsight). Proficiency in building and maintaining business intelligence dashboards in BI tools (Looker, Power BI, Tableau). Proficiency with SQL or Python, workflow automation tools (Zapier/Make), and background in data governance. You're happy fielding ad‐hoc requests and shifting priorities without losing momentum, and you don't need every task pre‐defined to get moving. You're flexible and adaptable, comfortable working across multiple systems, stakeholders, and shifting priorities at the same time. You're naturally curious about data and genuinely enjoy translating numbers into a clear story that drives a business decision — a core trait of strong CX/Sales Ops talent. You prefer priorities to stay fixed and find frequent context‐switching between projects and stakeholders draining rather than energizing. You'd rather go deep on a single system or process than work across multiple CRM and CX platforms and stakeholder groups at once. We're committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in Revops function. Lunch is on us for your work days – enjoy catered meals or receive a lunch allowance based on your local office

We offer
25 days of holiday + your public holidays For our Team,

we offer
both hybrid and fully remote working options A 30‐minute chat with our Talent Partner to discuss the role and your background. Hiring Manager Interview
- 45 mins
- To understand your experience, skillset, team fit and general alignment for the role. Pleo Challenge
- 60 mins
- An opportunity to showcase your knowledge and skillset, this will be with 2-3 leaders across the business. When reviewing applications for the CX Operations Analyst role, here is what we really care about: English first. Since it's our company language, please submit your application in English.