Let’s face it: out-of-pocket expenses suck. Manual expense spreadsheets are old-school. No one wants to wait until payday to be reimbursed for something they bought for work, and finance teams have better things to do than spend hours tapping away on Excel. At Pleo, we’re on a mission to change this. We’re here to make spend management surprisingly effective and empowering – for finance teams and employees.
And that's what we're here to do. But we need your help 🤝
Pleo is looking for a Senior Operations Analyst to join our Strategy and Commercial Effectiveness team.
What do we need?
We are looking for a best in class Senior Analyst to join our Strategy and Commercial Effectiveness team in our new Hub in Chennai on a hybrid working arrangement. We will need you to work on a CET timezone. This is a multi-functional team focussed on 10x initiatives that combines strategy, data, operations and cutting-edge technology, in order to build efficiencies in Pleo’s GTM via Sales, CS, Product and Comms.
You must have a proven track record in Sales or CS Operations and be proficient in using CRM tools such as Hubspot within the Revenue Operations industry. You will be supporting and delivering major business growth by building robust and smart processes as well as problem solving for new and innovative solutions that will 10x Pleo’s growth.
What to expect in the role 💡
You are involved where the business needs new innovative ideas related to revenue efficiency to be ideated, designed, built, launched and measured.
- Workflow and Process Management:
- Build, maintain, and continuously improve our Sales and CS workflows and processes within HubSpot related to our GTM engine.
- Develop new workflow processes for our 10x strategic projects enhancing Sales and CS efficiency, as well as our GTM connections to Comms and Product.
- Provide enablement to Sales and CS reps on new processes you have created.
- Work and develop a strong relationship with our key stakeholders across our commercial, engineering and product teams
- Write and maintain comprehensive documentation for all processes you manage or implement.
- Reporting and Analytics:
- Develop visualizations and dashboards to present data clearly and effectively.
- Create, maintain, and improve Sales and CS reports in HubSpot and Excel.
- Conduct detailed analysis of Sales data to derive insights and trends that support sales strategy and performance.
- Project Management and Problem Solving:
- Tackle ambiguous challenges using innovative solutions and strong problem-solving strategies.
- Prioritize solutions that minimize disruption to existing systems while ensuring seamless operational continuity
- Collaborate effectively with internal RevOps teams to resolve issues.
What we need from you:
- Minimum of 2 years of experience in an Operations role.
- Strong expertise in HubSpot or other CRMs, including workflow and report management.
- Proven ability to improve sales efficiency through process optimization and data-driven insights.
- Proficiency in Excel or Gsheet, including formulas, pivot tables, and data visualisation techniques.
- Excellent organizational, execution and stakeholder management skills with a proven ability to prioritize and manage multiple projects concurrently, manage stakeholders and ensure timely delivery
Why join us?
Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means ‘more than you’d expect’, and it’s been the secret to our success over the last 8 years. So it’s only fitting that we’d pass this philosophy onto our customers to help them make the most of their finances.
We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn’t be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.
Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is ‘champion the customer’, which means we address real pain points that businesses face. Next up is ‘succeed as a team’, which highlights how our strength lies in our diversity and trust in each other. We also ‘make it happen’ by taking bold decisions and following through to deliver results. Last but not least, we ‘build to scale’, creating lasting solutions that address today’s challenges and anticipate tomorrow’s needs.
So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.
About your application
- Please submit your application in English; it’s our company language so you’ll be speaking lots of it if you join 💕
- We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone 😊
- We’re on a mission to make everyone feel valued at work. That’s only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs.
- When you submit an application we process your personal data as a data processor. Find out more about how your data is used in the FAQs section at the bottom of our jobs page.
