Customer Operations (CCO), General Operations Specialist

http://monday.com is the AI work platform powering the most ambitious teams. 250,000+ customers across departments use us to bring people, workflows, and AI agents together on one flexible platform where AI doesn't just assist, it executes. We move fast, build things that matter, and foster an ownership-driven culture where you're empowered to shape how organizations work and outpace their competition. We are looking for a detail-oriented and collaborative Operations Specialist to support the Customer Operations (CCO) organization, spanning Customer Success, Professional Services, Customer Experience (CX), and Tech Touch. This is a high-impact, day-to-day operational role for someone who thrives on keeping things running smoothly, solving field-level problems, and enabling GTM teams to focus on what they do best. You will work closely with all CCO verticals - CS, Professional Services, CX, and Tech Touch teams - to support core operational workflows including: account assignments and rebalancing to capacity tracking and cross-functional coordination. This is an excellent opportunity to grow your operations career in a fast-moving SaaS environment with exposure across the full post-sale organization. **About The Role** **Day-to-Day Operations Support** - Support account assignment and rebalancing processes across CS, Professional Services, CX, and Tech Touch, ensuring accurate ownership and coverage across the book of business. - Assist with capacity management tracking - monitoring team bandwidth, flagging imbalances, and helping surface data to inform staffing and coverage decisions. - Manage and maintain operational data hygiene in Salesforce and CS platforms, including account records, assignment updates, and segmentation attributes. - Field and resolve day-to-day operational requests from CCO teams, triaging issues related to account ownership, tooling, data, and workflow gaps. - Support account onboarding and transition workflows to ensure smooth handoffs across teams and a consistent customer experience. - Support and drive operational projects and programs across CCO, partnering with regional and functional leads to scope requirements, align stakeholders, and move strategic initiatives from planning to execution. **Reporting & Data** - Build and maintain Salesforce reports and dashboards to track key CCO metrics including account health, capacity utilization, renewals coverage, and services attached. - Identify and flag data gaps, inconsistencies, or process inefficiencies that impact reporting accuracy or field execution. - Prepare regular operational summaries and ad hoc analysis to support CCO and GTM leadership decision-making. - Partner with Revenue Operations and analytics teams to ensure CCO data is accurate, consistent, and actionable. **Process & Tooling** - Document and build operational processes, workflows, policies and guidelines to support consistency and repeatability across CCO teams. - Support the adoption and day-to-day use of CRM and CS platforms (e.g., Salesforce, Gainsight, or similar), serving as a resource for field teams with tooling questions. - Assist with the implementation and rollout of operational improvements, tools, or process changes across CCO. - Partner with Enablement teams to ensure processes and tools are clearly documented and accessible for frontline teams. **AI & Innovation** As AI becomes central to how customers derive value from the http://monday.com platform, this role will help build and evolve the operational processes that support growing AI consumption across the CCO organization. The ideal candidate will develop a strong understanding of http://monday.com's AI offering suite - including its value drivers and how consumption and adoption metrics correlate to customer health and expansion - and use that knowledge to ensure GTM motions are equipped to drive and sustain AI engagement across the CCO book of business. **Requirements** - Bachelor's degree in Business, Operatio…