Solifi · 14 hours ago
Director of Customer Delivery Operations & Analytics
Minneapolis, MN
Full-time
Hybrid
Director/Executive
7+ years expSolifi is a financial technology company aiming to reshape finance technology through a powerful technology platform. The Director of Customer Delivery Operations & Analytics will lead efforts to enhance customer experience by leveraging data and analytics to drive operational efficiency and productivity across customer-facing teams.
Computer Software
Responsibilities
Lead and mentor a geographically dispersed team of operations and analytics professionals, fostering a culture of collaboration, innovation, and continuous improvement
Oversee the development and implementation of data-driven strategies, processes, and best practices to enhance operational efficiency and effectiveness
Own the core reporting for operational, executive, and board reporting within the CCO function including actuals and forecasted financial data, utilization, bill rate, support metrics, retention, etc
Liaise between finance and accounting to optimize and expedite monthly customer invoicing
Utilize Power BI and Azure to design, develop, and maintain comprehensive dashboards, reports, and visualizations that provide real-time visibility into business performance
Manage and prioritize multiple operational improvement projects across domains within CCO function
Manage and optimize the integration of core systems, including Salesforce, JSM and OpenAir, to ensure seamless data flow and accurate reporting across departments
Responsible for core business systems including administration, user management, updates, and future improvements to optimize customer team productivity
Provide end user reports, dashboards, and other visualizations with quality and actionable information
Structure, manage, and extract data from multiple applications
Provide timely and useful recommendations that help drive positive business results and improve the customer experience
Qualification
Required
Bachelor's degree in business, management, computer science, or related field or equivalent experience
7+ years of operations or business intelligence experience in a fast-paced environment including interacting with senior executives
Operations experience in SaaS organizations
Proven track record of leveraging SaaS systems to standardize and scale business processes in a global setting (Salesforce, OpenAir, JIRA preferred) and enabling teams to improve the customer experience
Strong knowledge of overall SaaS business models, especially professional services
Advanced skills in Power BI, Tableau, or other data visualization tool
Experience managing expectations and communicating effectively across all levels of an organization
Ability to work well within in a team and build relationships cross-functional
Preferred
Cultural awareness, global mindset and experience working effectively across different regions
Strong project management skills, with the ability to prioritize tasks, manage timelines, and deliver results in a fast-paced environment
Strong analytical, problem solving, and decision-making skills
Good communication and interpersonal skills with the ability to work independently
Comfortable balancing structure and ambiguity in a growing organization
Benefits
Medical
Dental
Vision
Flexible Spend Account (FSA)
Health Savings Account (HSA)
Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage
Disability Insurance Coverage (Short Term and Long Term)
Employee Assistance Program (EAP)
401K Tax Deferred Retirement Savings Plan
Company
Solifi
At Solifi, our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform that helps you protect and scale your business.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eldon Richards
CTO
Katie Emmel
Chief Operating Officer
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