Operations Analyst

🚀 Join Our Team at Agentero!

👤 What we are looking for:

We're in search of a skilled Operations Analyst to support our Growth Team in optimizing processes, streamlining workflows, and improving system integrations.

In this role, you’ll focus on analyzing and improving operational efficiency, ensuring our growth initiatives run smoothly. You’ll be working at the intersection of data, process optimization, and marketing operations, making a direct impact on revenue growth.

This role is perfect for you if you love solving problems, optimizing workflows, and streamlining business operations to improve business performance.

📣 Being an Operations Analyst at Agentero means:

Process Optimization & Analysis

1. Identify bottlenecks and inefficiencies in operational workflows across the Growth team.
2. Analyze data and process flows to provide insights and recommendations that improve efficiency.
3. Optimize and refine sales and marketing processes, ensuring seamless execution and scalability.
4. Ensure smooth system integrations between platforms like Salesforce, HubSpot, and other growth tools.
5. Standardize sales processes to improve tracking, reporting, and pipeline performance.
6. Build automation when necessary using Zapier and other no-code tools, focusing on streamlining repetitive tasks rather than just automating everything.

Sales & Marketing Support

1. Assist in audience segmentation and list management to enhance targeted outreach.
2. Support lead generation efforts by ensuring accurate data flow and tracking between Marketing and Sales.
3. Provide insights on campaign performance, conversion rates, and engagement metrics to drive better decision-making.
4. Monitor and refine marketing automation workflows to improve efficiency and optimize engagement.
5. Assist in managing inbound and outbound marketing campaigns, ensuring smooth execution and higher conversion rates.

CRM, Data & Reporting

1. Develop and maintain dashboards in Looker Studio, Salesforce, and other reporting tools to track performance across Growth teams.
2. Generate reports to identify trends, measure KPIs, and drive strategic decision-making.
3. Provide actionable insights based on data analysis, helping teams adjust and improve strategies.
4. Ensure data integrity by maintaining clean, well-structured records in Salesforce, HubSpot, and other systems.
5. Develop lead scoring models and customer segmentation strategies for improved targeting and engagement.
6. Manage data syncing across platforms, ensuring alignment and consistency across all systems.

🛠 You would say you have:

• At least 2 years of relevant experience in Operations, Sales/Marketing Ops, or Data Analytics.
• Experience working with Salesforce, HubSpot, Zapier, and Looker.
• Strong attention to detail and data accuracy.
• Ability to analyze and manage large datasets, ensuring data consistency and integrity across platforms.
• Proficiency in SQL for querying databases, extracting insights, and optimizing data workflows.
• Familiarity with database management and data structures, ensuring efficient handling of CRM and marketing data.
• Ability to automate workflows and build tools to improve operational efficiency.
• Experience working with cross-functional teams (Sales, Marketing, Product).
• Fluent verbal and written communication skills in English (you’ll work with international teams).
• Strong problem-solving skills and a proactive, hands-on approach.

💎 Bonus Points if you have:

• Experience in Python for data manipulation and automation.
• Previous experience in a SaaS, fintech, or insurtech startup.
• Familiarity with additional BI tools or SQL for deeper data analysis.
• Experience leveraging AI to optimize operational workflows, improve decision-making, and enhance automation across Sales, Marketing, or Product teams.

🗓️ What to expect from our recruitment process:

We know the recruitment process can be tedious, so here’s what ours looks like:

• Initial Call with the People Team to get to know you.
• Role Specific Call to dive deeper into the nitty gritty.
• Case study to put your skills into test.
• Management Call with our VP of Growth.
• CEO call with our Founder, Luis Pino.

❤️ Our values:

“Wow Stakeholders”:

• Understand how stakeholders think, feel, and do things.
• Innovate to solve their problems creatively and simply.
• Contribute towards and celebrate their achievements.

“Win it”:

• We pursue goals with grit and persistence.
• We collaborate across the company to meet commitments.
• We are passionate about solving problems.

“One Team”

• We operate and achieve success together.
• We support and challenge each other to improve.
• We work hard and bond stronger.

“Trust & Tell”

• We are open, humble and transparent.
• We promote an environment of trust.
• We share information by telling what we know.

“Own it”

• We measure outcome over input.
• We hold each other accountable for the results of our efforts.
• We proactively take ownership to drive impact.

If you’re ready to make a meaningful impact and contribute to our exciting journey, we invite you to apply today. Let’s shape the future of insurance together! 🚀