Peppr

Product Operations Specialist – CRM

Peppr

full-time

Posted on:

Location Type: Hybrid

Location: Los Angeles • California • 🇺🇸 United States

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Job Level

JuniorMid-Level

Tech Stack

SQL

About the role

  • Execute and maintain operational workflows across CRM and internal systems in partnership with Business Systems and Infrastructure.
  • Ensure accurate lifecycle states, clean data, and reliable handoffs between Sales, Onboarding, Support, and Product.
  • Document system workflows, operational processes, and ownership to support scale and consistency.
  • Identify operational gaps or breakdowns and work with the appropriate teams to resolve them.
  • Support onboarding and activation workflows by coordinating execution across teams.
  • Surface onboarding and activation issues through data, merchant feedback, and internal signals.
  • Escalate and track issues to resolution in collaboration with Product Managers and Engineering.
  • Support operational workflows for merchant deactivation and offboarding to ensure data hygiene and compliance.
  • Partner with Product Managers to operationalize product launches, releases, and changes.
  • Create and maintain operational documentation, FAQs, and internal enablement materials.
  • Support internal teams (Sales, Support, CSMs) with clear guidance on how products work operationally.
  • Help drive consistent usage and understanding of product capabilities through training and communications.
  • Pull and maintain dashboards and trackers that reflect lifecycle health, onboarding progress, and product usage.
  • Compile merchant feedback, operational metrics, and issue trends into clear summaries for Product and leadership.
  • Assist Product Managers by validating operational impacts pre- and post-launch.
  • Act as an execution partner to Product Managers by translating product decisions into operational steps.
  • Coordinate with Sales, Support, Business Systems, and Infrastructure to ensure alignment and smooth execution.
  • Keep Jira tickets, documentation, and operational artifacts up to date.

Requirements

  • Bachelor’s degree in Business, Information Systems, or a related field
  • 2–4 years experience in Product Operations, BizOps, RevOps, SaaS Operations, or Implementation roles
  • Experience working with CRM systems (Salesforce preferred) and SaaS onboarding workflows
  • Familiarity with merchant onboarding, KYC, or payments-related processes
  • Strong organizational and execution skills with attention to detail
  • Comfortable working with data in Sheets/Excel; SQL or BI tools a plus
  • Clear communicator able to work across Product, Engineering, Sales, and Support
  • Experience in restaurant tech, POS, or payments is a plus
  • Bilingual in Spanish preferred
Benefits
  • Flexible work arrangements
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM systemsSalesforceSaaS onboarding workflowsSQLBI toolsdata analysisoperational workflowsdocumentationdata hygienemerchant onboarding
Soft skills
organizational skillsexecution skillsattention to detailclear communicationcollaborationproblem-solvingtrainingguidancefeedback compilationadaptability