Client Implementation & Operations Analyst

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Job Title: Client Implementation & Operations Analyst (B2B / BPO)

Location: Remote

Time Zone: US Time Zones (EST–PST)

Role Overview

We are looking for a detail-oriented and tech-savvy Client Implementation & Operations Analyst to support the successful setup, configuration, and launch of new B2B client accounts within a BPO/outsourcing environment. This is a full-time, high-accountability role that bridges client onboarding and internal operations, ensuring that all systems, workflows, and reporting are accurately configured before and after go-live.

The ideal candidate is analytical, process-driven, and highly comfortable navigating multiple platforms and tools to deliver a smooth client implementation experience.

Key Responsibilities

• Support the technical and operational setup of new B2B client accounts, including system configurations, workflow builds, and tool integrations

• Coordinate with onboarding, IT, and operations teams to ensure all client requirements are accurately captured and implemented

• Build and maintain implementation trackers, status reports, and client-facing documentation

• Conduct pre-launch audits and quality checks to verify that all configurations meet client specifications

• Monitor post-launch performance data and flag anomalies or gaps to the relevant internal teams

• Maintain accurate records of client setups, configurations, and change requests in internal systems

• Document implementation processes and contribute to the continuous improvement of onboarding playbooks and SOPs

• Provide data-driven reporting to leadership on implementation timelines, bottlenecks, and outcomes

Required Qualifications

• Proven experience in a Client Implementation, Operations Analyst, or Technical Onboarding role within a BPO, outsourcing, or managed services environment

• Strong analytical skills with the ability to work across multiple systems and data sources simultaneously

• Experience building reports, trackers, and documentation to support client implementations

• Proficiency in Google Sheets or Excel, including formulas and data organization

• Excellent written and spoken English with a professional communication style

• Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US- or UK-based companies. Applications without this experience will not be considered.

Preferred Qualifications

• Experience supporting B2B client implementations in a BPO or outsourcing context

• Familiarity with CRM platforms, workflow automation tools, or system integration processes

• Exposure to QA processes, pre-launch audits, or compliance documentation

• Experience working alongside client-facing onboarding or account management teams

Tools & Technology

• Google Workspace (Sheets, Docs, Slides)

• CRM platforms (Salesforce, HubSpot, or similar)

• Project management tools (Asana, Monday.com [link for members] or similar)

• Reporting and dashboard tools (Google Looker Studio or similar)

• Remote collaboration tools (Slack, Zoom, or similar)

PLEASE NOTE

It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.

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