SAM Back Office Analyst

Location: Ultralag, Heredia (Hybrid)
Experience: 1–3 years
Education: Associate degree or equivalent work experience
No. of Openings: 1+

Summary:

• The SAM Back Office Analyst supports Service Account Managers (SAMs) by owning back-office activities related to processing documentation, reporting, and data management.
• This role ensures consistency, quality, and timeliness of information used for decision-making, while contributing to process standardization and operational efficiency.
• The analyst will work closely with cross-functional teams to maintain documentation, build reports and dashboards, validate data accuracy, and provide insights through structured reporting and executive summaries. This is a detail-oriented role requiring strong organizational skills and a proactive, service-oriented mindset.

Core Responsibilities:

• Support frontline Service Account Managers (SAMs) by managing back-office activities related to documentation and reporting
• Create, maintain, and update standard operating procedures (SOPs) for recurring account management activities
• Design, build, and maintain recurring reports and dashboards using tools such as ServiceNow and Salesforce
• Standardized report templates, including layout, metrics, naming conventions, and formatting for consistency
• Perform data quality checks and reconcile key data across systems to ensure accuracy
• Prepare executive summaries highlighting trends, risks, and recommended actions
• Monitor report delivery timelines, quality, and stakeholder feedback, and address any issues
• Propose and implement process improvements to reduce manual work and improve clarity and efficiency
• Collaboration with Service Account Managers, Technical Support, and Implementation teams

Required Skills:

• 1–3 years of experience in customer success, technical support, professional services, or similar roles
• Strong attention to detail and structured writing skills
• Proficiency in spreadsheets and presentation tools (Excel/Google Sheets, PowerPoint/Slides)
• Basic data analysis and interpretation skills
• Strong time management and ability to handle multiple recurring deadlines
• Clear and professional written and verbal communication skills
• Ability to work on multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office or Google Workspace
• English B2+-C1

Desired Skills:

• Experience working with reporting tools or platforms such as ServiceNow or Salesforce
• Exposure to working with Service Account Managers or customer-facing teams
• Experience creating SOPs or processing documentation
• Experience in process improvement or operational efficiency initiatives
• Service-oriented mindset focused on supporting frontline teams