Who We Are: SOCi is the leader in AI-powered marketing solutions for multi-location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is recognized by Fast Company as one of the World's Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. We are seeking a highly organized, analytical, and process-oriented Revenue Operations Analyst to support our Customer Success, Sales, and Marketing organizations. This role will serve as a key operational partner across the customer lifecycle, helping teams operate efficiently through robust queue management, Salesforce administration and reporting, Customer Success operations, and cross-functional process management. The ideal candidate is comfortable working across multiple teams, can translate business needs into operational solutions, and has advanced Salesforce reporting skills. This person should be equally comfortable investigating an operational issue, building an executive-ready dashboard, coordinating a cancellation across multiple departments, and identifying opportunities to improve the underlying process. Identify recurring requests and issues that may indicate opportunities for process improvement, automation, documentation, or enablement. Customer Success Operations Serve as a primary Revenue Operations point of contact and operational partner for the Customer Success organization.



Partner with Customer Success leaders and team members to understand business requirements and translate them into scalable processes, reporting, and system improvements. Support changes and enhancements to Salesforce and other Revenue Operations tools used by Customer Success. Partner closely with Customer Success Enablement to ensure alignment and understanding of processes, tools, documentation, and enablement assets impacted by operational changes. Help document and standardize Customer Success operational processes and identify opportunities to improve efficiency and scalability. Support testing and quality assurance for system, workflow, and process changes before deployment. Manage and oversee the end-to-end customer cancellation process. Coordinate across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders to ensure cancellations are processed accurately and on time. Perform quality assurance throughout the cancellation process to ensure required information is complete, systems are updated appropriately, and downstream teams receive the information they need. Identify and resolve discrepancies or process gaps that could impact customer offboarding, billing, reporting, or revenue data. Analyze cancellation trends and surface insights or recurring operational issues to Revenue Operations and Customer Success leadership. Develop and maintain Salesforce reports and dashboards supporting Sales,



Customer Success, Marketing, and Revenue Operations. Provide Clari and CAP reporting to Customer Success leadership as needed. Perform quality assurance and validation of reporting to ensure data accuracy and consistency. Investigate discrepancies across Salesforce and other revenue systems and partner with appropriate teams to resolve data issues. Help establish consistent definitions and reporting methodologies for key revenue and customer metrics. Salesforce & Data Management Serve as a Salesforce reporting subject matter expert within Revenue Operations. Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related reporting solutions. Support data quality initiatives by identifying incomplete, inconsistent, or inaccurate CRM data. Partner with Revenue Operations and system administrators to recommend improvements to Salesforce fields, workflows, processes, and reporting structures. Assist with user acceptance testing and quality assurance for Salesforce enhancements. Help maintain documentation related to Salesforce processes, reporting definitions, and operational workflows. Process Improvement & Operational Excellence Partner cross-functionally to implement process improvements and measure their effectiveness. Maintain strong attention to detail while balancing multiple requests, projects, and priorities. 2+ years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related analytical/operational role. ~ Strong Salesforce experience with an advanced understanding of reports and dashboards. ~ Experience working with CRM data and translating business requirements into re

📌 Medical Operations Analyst (Montreal)
🏢 SOCi.ai
📍 Montreal