Sr Analyst: Memberships & Commercial Operations
Core
Senior Analyst driving process improvement, automation, and operational excellence for memberships and commercial operations, while supporting client onboarding and sales operations.
Role type
Senior IC Operations Analyst (Process Improvement & Data)
Builds
Automated workflows, standardized training documents, client-facing portals, and data dashboards for corporate membership and incentive programs.
Domain
Financial Markets / Derivatives / Corporate Memberships
Deliverable
dashboards & analysis
Required skills
Process improvement, Data analysis, Systems thinking, Automation implementation, Stakeholder collaboration, Project coordination
Preferred skills
CRM utilization, Go-to-market campaign coordination, Client concierge support
Technologies
Docusign, Queue management systems, Internal CME systems, CRM
Responsibilities
Review and optimize membership processes to identify bottlenecks and implement automated solutions; Develop reporting dashboards to track corporate membership metrics and incentive program performance; Support the transition to a new client-facing portal and migrate membership processes; Act as a concierge team member assisting clients with onboarding; Co-lead high-priority sales operations projects to enhance global sales processes.
Seniority
Senior, hands-on IC