Customer Operations Associate

SpendHQ•Atlanta, GA

1d•Hybrid

About The Position

SpendHQ is a fast-growing and dynamic Procuretech Scale-up with an incredible collaborative company culture. Our team is constantly innovating – we invented performance management for procurement and we are a market leader and innovator in spend analytics. We provide procurement teams with the tools they need to drive value for their organization, and we have fun doing it. The SpendHQ SaaS solution has been on the market for over 10 years. Our clients are recognized market leaders from both mid-size organizations and large, multinational corporations. There are 20,000+ SpendHQ users across 500+ global clients. It is thanks to each of our employees that we are where we are today. We proudly have more over 100 team members in 10 countries with headquarters in both Atlanta and Lyon. But we are not stopping here. SpendHQ is taking on new challenges and we look forward to continuing to grow the company and team. Where would you fit in the team? SpendHQ’s Delivery team turns procurement data into decisions our clients and partners can act on. Customer Operations sits at the heart of one of our most important workflows: partner-driven spend assessments for consulting partners and portfolio companies. As a Customer Operations Associate, you’ll own the day-to-day coordination and quality of these assessments, from initial intake through data profiling, taxonomy development, categorization review, and final delivery into the SpendHQ platform. You’ll work across multiple internal teams to keep each assessment moving within a tight turnaround, catch data and timeline risks early, and make sure what we hand back to partners is accurate, repeatable, and ready to act on. This role is a great fit if you’re an operations-minded analyst who takes ownership, cares about data quality, stays customer-focused under deadline pressure, and is always looking for ways to make the process better.

Requirements

Bachelor’s degree in business, supply chain, analytics, finance, information systems, or a related field (equivalent practical experience is also welcome)
1–3 years of experience in customer operations, consulting delivery, implementation, project coordination, procurement/spend analytics, or data operations, with a track record of owning deadline-driven deliverables
Comfort working in Excel (filters, pivots, lookups) to support spend analysis and quality checks
Basic-to-intermediate SQL skills (SELECT, JOIN, WHERE, GROUP BY) to profile source tables and trace numbers back to their source; familiarity with querying a cloud data warehouse is a strong plus
Clear, professional communication skills: comfortable documenting key information and sharing timely updates using established templates
Ability to learn partner and customer needs quickly and provide a responsive, reliable experience
Strong organizational skills: able to track timelines and handoffs, follow established processes, and flag blockers early
Solid analytical problem-solving: reviewing source data, spotting patterns or gaps, and working with the team to resolve issues
Good judgment about when to make a routine decision and when to escalate data, scope, or timeline risks
A collaborative mindset: you give clear handoffs, take feedback well, and suggest practical process improvements

Nice To Haves

Lean Six Sigma, procurement/supply chain credentials, or relevant analytics training are a plus

Responsibilities

Assessment Intake, Planning & Pipeline Coordination: Review new assessment requests and confirm the client, partner, timeline, taxonomy, and source-data details needed to get started
Profile incoming source files, confirm the minimum fields required, and document any gaps, assumptions, or usability risks
Assess complexity, confirm the right delivery path and resources, and keep pipeline status clear for the team
Proactively flag missing inputs, quality concerns, or timeline risks to keep assessments on track for our five-day SLA
Data Setup & Assessment Workflow: Set up the standard client folder structure and required project records across SpendHQ’s internal systems
Profile all transactional and enrichment data sources, including ones that may not end up in the final assessment
Build or coordinate the data ingestion workflow, ensuring a clean handoff into consolidation and normalization
Maintain organized documentation, version control, and traceability throughout each assessment
Taxonomy, Normalization & Categorization: Build or adapt a practical taxonomy for each client, using industry context, client descriptors, and SpendHQ’s standard taxonomy
Make sure every taxonomy entry has a clear definition before categorization runs
Run and review automated categorization matching, prioritizing lower-confidence matches and high-spend items
Coordinate normalization and categorization with our Data & Analytics team, then review major suppliers and categories for accuracy and consistency
Quality Assurance, Insights & Final Delivery: Reconcile spend totals, date ranges, source coverage, and taxonomy alignment before anything goes out the door
Apply approved normalization and subcategory updates carefully, without disrupting hidden or filtered records
Prepare a concise, partner-facing spend summary covering total spend, top categories, top suppliers, opportunities, and caveats
Load the final reviewed data into SpendHQ and spot-check totals, categories, and suppliers after completion
Operational Leadership & Continuous Improvement: Serve as the day-to-day owner and main point of coordination for your assigned assessments
Identify bottlenecks, recurring quality issues, and opportunities to improve speed, consistency, and customer experience
Help strengthen our SOPs, templates, checklists, and handoff standards so the process stays repeatable and auditable
Collaborate across Partnerships, Delivery, Data & Analytics, Customer Success, and Product teams, and support peer training as the function grows