Operations Analyst

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 EdTech 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

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