Systems Operations Specialist
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Key skills for this role
About the Role
Nylas is seeking a Business Systems Operations Specialist to support and improve the operational systems behind their go-to-market organization. You will maintain business systems, troubleshoot issues, improve workflows, and support day-to-day operations across Sales, Customer Success, Marketing, Finance, and Product.
Key Skills for This Role
Responsibilities
- Support and maintain go to market systems, including HubSpot, Vitally, and other operational platforms
- Build, maintain, and troubleshoot workflows, automations, lifecycle stages, routing rules, and operational processes
- Investigate and resolve system issues, workflow failures, data inconsistencies, and operational requests from internal teams
- Partner with Sales, Customer Success, Marketing, Finance, and Product to improve business processes and operational efficiency
- Create and maintain dashboards and reporting that provide visibility into pipeline, customer health, renewals, forecasting, and other key business metrics
- Support integrations and data flow between CRM, billing, product, analytics, and customer support systems
- Perform data cleanup, improve CRM hygiene, and help maintain data accuracy across business systems
- Document processes, troubleshooting guides, and operational playbooks to improve scalability and enable self service
- Identify opportunities to automate repetitive work using workflows, AI tools, and other operational technologies
- Assist with cross functional operational projects that improve how teams work together and scale
Requirements
- 3+ years of experience supporting business systems, operations, revenue operations, customer operations, or similar function
- Experience working with CRM platforms such as HubSpot, Salesforce, or similar systems
- Experience creating or supporting workflows, automations, reporting, and operational processes
- Strong analytical and problem solving skills with ability to troubleshoot issues across multiple systems
- Understanding of data quality and how information flows between business applications
- Strong organizational skills with ability to manage multiple priorities in a fast moving environment
- Excellent communication skills and ability to work effectively with both technical and non technical stakeholders
- Continuous improvement mindset with curiosity for learning new tools and technologies
Full Job Posting
About the Role
- We're looking for a Business Systems Operations Specialist to help support and improve the operational systems behind our go to market organization. Reporting to the Program Manager, Business Operations, you'll work across Sales, Customer Success, Marketing, Finance, and Product to maintain business
What You'll Do
- Support and maintain our go to market systems, including HubSpot, Vitally, and other operational platforms.
- Build, maintain, and troubleshoot workflows, automations, lifecycle stages, routing rules, and operational processes.
- Investigate and resolve system issues, workflow failures, data inconsistencies, and operational requests from internal teams.
- Partner with Sales, Customer Success, Marketing, Finance, and Product to improve business processes and operational efficiency.
- Create and maintain dashboards and reporting that provide visibility into pipeline, customer health, renewals, forecasting, and other key business metrics.
- Support integrations and data flow between CRM, billing, product, analytics, and customer support systems.
- Perform data cleanup, improve CRM hygiene, and help maintain data accuracy across business systems.
- Document processes, troubleshooting guides, and operational playbooks to improve scalability and enable self service.
- Identify opportunities to automate repetitive work using workflows, AI tools, and other operational technologies.
- Assist with cross functional operational projects that improve how teams work together and scale.
What You'll Bring
- 3+ years of experience supporting business systems, operations, revenue operations, customer operations, or a similar function.
- Experience working with CRM platforms such as HubSpot, Salesforce, or similar systems.
- Experience creating or supporting workflows, automations, reporting, and operational processes.
- Strong analytical and problem solving skills with the ability to troubleshoot issues across multiple systems.
- An understanding of data quality and how information flows between business applications.
- Strong organizational skills with the ability to manage multiple priorities in a fast moving environment.
- Excellent communication skills and the ability to work effectively with both technical and non technical stakeholders.
- A continuous improvement mindset with curiosity for learning new tools and technologies.
Nice to Have
- Experience with Vitally, or similar Customer Success platforms.
- Experience with workflow automation tools such as Zapier, Make, n8n, Workato, or similar platforms.
- Familiarity with APIs, integrations, or low code automation.
- Experience using AI tools such as ChatGPT, Claude, GitHub Copilot, or MCP enabled tools to improve workflows or productivity.
- Experience with reporting tools such as Looker, Sigma, Tableau, or Power BI.
- Basic SQL knowledge.
- Experience supporting SaaS go to market organizations.
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