clients Teamwork

Customer and Sales Operations Specialist



Job Type






Skill Set


Sales and Marketing

Job Details


About Teamwork:

Teamwork's mission is to make teams who deliver client work become efficient, organized, profitable and happy! Our platform has revolutionized how companies manage their daily workflows for improved automation, productivity, and profitability. It acts as the ‘one-stop-shop’ practice management solution enabling our customers to track, manage, and invoice their projects. Our relentless customer-focus has been rewarded with thousands of amazing customers all across the globe and millions of users who sign in every day. We pride ourselves on creating market leading software, working with outstanding people, and going above and beyond for our customers. Trusted by more than 20,000 teams across 170 countries, Teamwork is in acceleration mode as we set our sights to become the undisputed Project Management platform for teams who deliver client work.

We believe in hiring great people and look to ensure everyone has the best possible experience of work, everyday. We strive to be open and transparent, humble and customer focused. And we thrive on curiosity, getting results and working together relentlessly to deliver excellence. We are a company of action, full of triers and doers: we try things, we make mistakes, and we learn from them. Our personality is unmistakable: we work hard, take joy in our wins and each other's successes and important life events. And we care and support each other when life throws lemons. More than anything we embrace a straightforward approach to getting things done. We are fanatical about our customers: and when talent meets passion, success happens.

The opportunity:

This role will report to the Head of Customer Operations and will work closely with CS teams (CSMs, Onboarding Managers, Customer Support Agents) providing administrative support to commercial tools and systems, ensuring all are equipped and applications are functioning to drive optimum results

Some of the key responsibilities of the role are

  • Own the administration of Totango and our CRM instance on behalf of CS, including assets, governance and acting as the support contact
  • Serve as first level triage to troubleshoot technical operations request from CS
  • Business administrator for internal systems - create new users, own all maintenance, create and manage Totango segments, successblocs & successplays, along with other tasks to ensure system efficiency
  • With support from CS Program Manager, partner with Customer Marketing to build and automate customer workflows and optimize our email programs within Totango
  • Own operational projects such as data cleanups, template revamps
  • Create and distribute business critical reports/datasets in partnership with the Data Team + Customer Ops Analyst
  • Partner with the Teamwork Business Systems team to ensure CS tools are integrated correctly with other internal systems
  • Partner with the Marketing Analyst to build and maintain global email reports and dashboards that support revenue attribution
  • Collaborate cross functionally to ensure accuracy across all platforms
  • Own the CS tech stack, making recommendations for improvements and optimizations

What good looks like:

  • Experience in a customer/sales operations, analyst and/or customer success role, preferably within the B2B SaaS industry or similar providing administrative support
  • Passion for developing and implementing processes that scale
  • Experience working cross-functionally
  • Entrepreneurial spirit, ability to move fast and comfortable with ambiguity
  • Experience with Customer Success technology tooling (Salesforce, Totango, Hubspot, etc.)
  • Willing and comfortable shifting priorities to support time-sensitive work in a fast-paced environment
  • Demonstrated extensive understanding of business processes and products to drive efficiency and growth.
  • Beginner/intermediate data management/modeling skills a plus (Excel/SQL)

What you can expect:

We are a remote-friendly team, with the option to work out of our Cork HQ campus, Belfast or Boston hubs - or fully remotely. At Teamwork we believe that work is what you do, not where you sit.

You will experience a collaborative and flat culture, where titles are less valued than delivering outcomes that impact and move the dial. We want you to have what you need to hit the ground running, so you will get the best kit to help you do your best work from Day 1. Our onboarding program will give you the opportunity to meet Teamworkers, learn about our market leading product and get under the hood of our Grow and Scale strategy.

We expect our people to work hard, level up and turn up every day focused on being their best for each other and our customers. In return, you can expect to know what success looks like in your role, and have regular check-ins with your manager. In addition we will work with you to grow your career with Teamwork.

But when all is said and done we want you to have fun and enjoy working with us! We put a lot of effort into having regular social events, a weekly all staff catch up with quizzes and prizes to be won, and an annual staff gathering Grand Council focused on celebrating the wins, planning for success and building connection & collaboration. Strengths that have made us what we are today! But take some time and read more about our story and our values here

Core Benefits and Perks:

  • Employee Share Options (ESOP)- we mean what we say when we say, ‘act like an owner’!
  • Competitive salary & OTE
  • 30 days vacation
  • Pension - matching 5% PRSA
  • Health plans and wellbeing programs
  • Give Back program
  • Ministry of Happiness social club
  • Educational resources and generous allowance to support development
  • Inclusive policies - maternity, paternity & parent leave, as well as a focus on flexible working
  • Recognition programs

Teamwork is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, or national origin.