At a Glance
- Tasks: Design and optimize automations to enhance marketing, sales, and customer success workflows.
- Company: Join Wall Street Oasis, the largest finance career community with 1 million members.
- Benefits: Fully remote work, flexible hours, and the chance to learn from industry leaders.
- Other info: Dynamic, fast-paced environment with opportunities for growth and learning.
- Why this job: Make a real impact by streamlining operations and embracing innovative AI tools.
- Qualifications: 1-3 years in operations or process automation; experience with ActiveCampaign and Zapier.
The predicted salary is between 103500 - 126500 $ per year.
Wall Street Oasis (WSO) | Operations (CRM) Analyst
Wall Street Oasis is the largest community focused on careers in finance with 1 million registered members and 20 million visits per year.
The platform offers valuable resources, insights, and networking opportunities for finance professionals and aspiring candidates.
To be considered, please complete this assessment
The Opportunity
We're looking for a highly-driven Operations Analyst who's not just analytical, but operationally obsessed.
This role is perfect for someone who lives and breathes automations, is hands-on with Active Campaign (especially Automations), and has practical experience working with tools like Zapier and other automation platforms.
Bonus points if you're excited about the future of AI and how it can reshape operations!
- What You'll Be Doing
- Design, build, and optimize Active Campaign Automations to support marketing, sales, and customer success workflows.
- Create seamless integrations between tools and platforms using Zapier, APIs, and other automation systems.
- Analyze business processes and identify areas of improvement for operational efficiency and scalability.
- Collaborate with cross-functional teams (marketing, sales, product, customer service) to understand workflows and eliminate bottlenecks.
- Maintain and monitor key automations and operations dashboards to ensure high system reliability and data accuracy.
- Research and test new automation and AI-powered tools that can improve workflows and reduce manual efforts.
- Support strategic initiatives by turning raw data into actionable insights and clear process improvements.
What We're Looking For
- 1–3 years of experience in operations, business systems, or process automation.
- Proven experience in Active Campaign, specifically with advanced Automation flows.
- Proficient with Zapier, and a strong understanding of how to connect and automate tools.
- Highly analytical and detail-oriented with a love for solving complex workflow puzzles.
- Strong communication and documentation skills — you can translate tech talk into actionable steps.
- Passionate about operational excellence and continuously optimizing how things work.
- Curious about AI tools and how they can augment operations and decision-making.
- Comfortable working in a fast-paced, dynamic environment where you can own your domain.
- Bonus Points If You Have
- Experience with other automation tools (e. g., Make/Integromat, Hub Spot workflows, Airtable, etc.)
- Familiarity with marketing copy and email marketing
- Worked in Ed Tech or the Career Bootcamp space in a prior role
- Exposure to APIs, webhook logic, or low-code platforms
- A systems-thinking mindset and a love for all things "process"
Why Join?
- Fully Remote: Contribute from anywhere, on your own time
- Credibility: Be part of one of the most respected finance communities globally
- Impact: Help shape the careers of students from top schools, as well as students who come from diverse backgrounds
- Exposure: Work and learn directly from Patrick Curtis, the CEO & Founder of Wall Street Oasis
Ready to Apply?
If you're someone who gets excited about operational systems, building automations, and helping businesses run smarter—not harder—then we want to meet you. Apply now!
To be considered, please complete this assessment
- Seniority level
- Entry level
- Employment type
- Contract
- Job function
- Management and Manufacturing
- Referrals increase your chances of interviewing at Wall Street Oasis by 2x
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Operations Analyst in Montréal employer: Wall Street Oasis
Wall Street Oasis is an exceptional employer that offers a fully remote work environment, allowing you to contribute from anywhere while maintaining a flexible schedule. As part of a respected finance community, you'll have the opportunity to make a meaningful impact on the careers of students from diverse backgrounds, all while collaborating with industry leaders like the CEO & Founder, Patrick Curtis. With a strong focus on operational excellence and continuous improvement, WSO fosters a culture of innovation and growth, making it an ideal place for those passionate about automation and process optimization.
