Whatfix is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self-help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data-driven insights for better decision-making. The company has seven offices globally in the US, India, UK, Germany, Singapore, and Australia, and works with Fortune 500 companies around the world. Whatfix has raised $140 million to date and is backed by marquee investors including Softbank, Sequoia, Dragoneer, and Cisco Investments. 

“Hustle Mode ON” is the motto we live by. 

• Whatfix has been named among the top 20 B2B tech companies like Adobe, PayPal, and Cisco.

• With YoY revenue growth of over 65%, we have also been recognized among the top 20 fastest-growing SaaS companies worldwide in the SaaS 1000 list.

• Recognized by Forrester and Everest Group as a 'Leader' in the digital adoption space, and listed by LinkedIn among one of the Top 5 startups in India in 2020

• Listed in Deloitte Technology Fast 500™ among fastest-growing companies in North America for 2022 and 2021 and recognized as Great Place to Work 2022-2023

• Our Customer centricity is evident from a Customer rating of 4.67 on G2 Crowd & 4.7 on Gartner Peer Insights

In this role, you will:

• Oversee and manage the project pipeline, ensuring alignment with business objectives and resource availability.

• Collaborate with Sellers, Finance, Leadership, and Legal teams to facilitate contract negotiation, closure, and achieve targeted business outcomes.

• Act as a bridge between Sellers and the Professional Services team, ensuring seamless communication and alignment of project & services objectives.

• Maintain close communication with the sales team to understand client expectations and requirements, offering tailored solutions and insights accordingly.

• Help the Resource Managers make informed resourcing decisions based on the project pipeline, optimizing team capabilities and project requirements.

• Develop intuitive reports and dashboards, leveraging data to derive insights, monitor progress, and facilitate informed decision-making, providing concise and informative updates to leadership.

• Analyze metrics and key performance indicators within the Professional Services team, identifying trends and areas for improvement.

• Drive the creation of Standard Operating Procedures (SOPs) for the Professional Services function, seeking opportunities for process improvement within the delivery workflow.

• Work collaboratively with diverse teams to identify business problems, develop solutions, streamline operations, implement automations, integrations, and simplify operating processes.

What Will You Bring:

• Demonstrated expertise in CRM software, particularly Salesforce, along with experience in managing projects using tools like JIRA, Zendesk, Smartsheet, Team Gantt, and other project management platforms.

• Proficiency in leveraging these tools to enhance project pipeline management, drive collaboration between teams, and streamline workflows to achieve efficient outcomes.

• Ability to navigate and utilize various software applications efficiently, coupled with a quick learning curve for new tools and technologies.

• Proficiency in numbers and data analysis: Ability to assess and understand data to inform decision-making and strategy development.

• Understanding of compliance requirements and legal nuances, ensuring alignment of contracts with organizational standards and regulations and negotiating terms beneficial to business objectives.

What you should have? 

• The street smart way to drive

• SaaS company experience

• It is essential to have good English communication skills.

• It would be preferable to have 5 to 8 years' experience in an Operations or similar role. Experience with SaaS and Customer Service is a plus.

• Hands-on experience with Salesforce or other CRM tools..

• Having experience with reporting tools (such as Looker/Tableau), finance tools, CS/Project Management tools, etc. is beneficial.

• Action-oriented and excellent interpersonal skills

• Collaborative skills across departments.

• Willingness to adapt to the US time zone (3:00 PM to 12:00 AM IST)

Perks & Benefits (India) 

• Best-in-class medical insurance coverage

• Free lunch & dinner buffet 

• Doorstep cab drop facility 

• Education sponsorship 

• Internal job transfer & global mobility programs 

Please Note:

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values like - Customer First; Empathy; Transparency; Fail Fast & Scale Fast; No Hierarchies for Communication; Deep Dive & Innovate; Trust, Do it as you own it; 

• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.