| Business Operations Analyst - Technical.ly

| Business Operations Analyst

Crossbeam |  Philadelphia, PA | Ops / PM

Job Description
Perks + Benefits
Company Culture
Technical.ly Coverage

It’s an exciting time at Crossbeam. Just 18 months post-launch, we have hundreds of companies using our platform, raised more than $15M of venture capital from leading VC firms, and are working with awesome strategic investors like Salesforce, HubSpot, and Slack. Best of all, we’re just getting started. In a market full of uncertainty, we are fortunate to have an unwavering long-term vision and the funding to see it through at full speed.

Crossbeam helps companies partner with each other in a more data-driven way by acting as an escrow service for data. Our platform allows companies to find overlapping customers and prospects with their partners while keeping the rest of their data private and secure.

As we scale, there are a number of areas that need ownership. This is the right role for you if you thrive in an environment where no two days are the same, and if you take pride in creating and maintaining processes that scale in a high-growth environment. It’s unlikely that a candidate will have experience in all of the areas outlined below — it’s more important that you have the drive, work ethic, organizational skill, and curiosity to get the job done.

Responsibilities include:

  • Reviewing existing financial processes and ongoing management of financial tools, with an emphasis on integrations and a simplified workflow.
  • Enabling our sales team to close deals faster, with ad-hoc “deal desk” tasks such as first pass on contract terms and client questionnaires, and organization of our library of frequently requested items.
  • Maintaining and organizing internal business documents to ensure that they’re due diligence and audit-ready.
  • Management of business tools and vendors, including: research and demos, pricing, privacy and security diligence, and employee access.
  • Employee expense management.
  • Compliance and security audit support.
  • Accounts payable and receivable.
  • Ownership of the relationship with our outsourced IT partner, and IT processes.
  • State tax filing and ongoing management, including liaising with our accounting firm’s tax team.
  • Providing strategic analysis for ad-hoc projects as needed.

These are some of your traits:

  • You have experience in a fast-paced, detail-oriented environment.
  • You are intellectually curious, and thrive on learning new things.
  • When a project is delegated to you, you’re excited to add to your skillset and learn on-the-job.
  • You can wear many hats.
  • You see areas that need ownership, and fill existing voids as a natural part of the way you operate.
  • You get things done.
  • You can operate in an agile environment, but understand that your areas of responsibility are critical to be completed with the strongest attention to detail.
  • You believe that asking questions is critical to doing your job, not a weakness.
  • You can easily pivot from a deep-dive in a spreadsheet to a vendor call, and everything in between.
  • You’re service-oriented.
  • You’re able to weigh several factors to prioritize effectively.
  • You believe in creating space for people with different backgrounds and viewpoints to share their opinions in a respectful environment.
  • You’re not afraid to speak up when you have a point of view, but can “disagree and commit” once a final decision is reached.
  • You are excited to learn from the team around you.
  • Bonus points if you have experience with: customer service, audit support, accounting, IT, contracts or relevant areas.

How We Work

Our team has always emphasized remote work, with teammates in the Philadelphia area and distributed across the country. We’re committed to a remote-first culture, with the majority of our collaborative work happening on Slack and Zoom, however we’re looking for a candidate local to Philadelphia for this role.

When we’re able and when travel feels comfortable again, we’ll celebrate with team offsites and events about once a quarter, and welcome our remote team to join for some facetime whenever they can. In the meantime, we’re focused on creating the best experience possible for new team members from a distance.

This role is based in Philadelphia, PA.

About Crossbeam

Crossbeam is a collaborative data platform that helps companies build more valuable partnerships. We have an office in Philadelphia as well as a number of remote teammates across the US.

Our Values

Trust is our business. We create value by building trust in our company, our team, our technology, and our network. Never let anything compromise that trust.

Feed the Network. Our customer network is our most valuable asset. Prioritize its growth.

Equity. We will build a workplace that ensures everyone access to the same opportunities to share in our success.

This is Fun. Few people are lucky enough to do what we do. Follow the fun in every step of the journey.


This is a salaried role. In addition, Crossbeam offers:

  • Health Care Plan (Medical, Dental & Vision)
  • Flexible PTO Policy
  • Parental leave
  • Free Food & Snacks
  • Stock Option Plan
  • 401k Plan

We have an office in Center City Philadelphia which we’ve closed temporarily due to COVID-19, with everyone working remotely. When we’re comfortable reopening the office, local candidates for this role will work from our Center City Philadelphia headquarters some or all of the time.

Crossbeam’s core value of Equity sits at the heart of our hiring process, and we’re proud to be building a culture where difference is valued. Applicants from diverse and non-traditional backgrounds are strongly encouraged to apply. We recruit, employ, train, compensate and promote regardless of race, religion, color, national origin, sex, sexual orientation, gender, disability, age, or veteran status.

Apply Now
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Health & Wellness Benefits
  • Dental
  • Health Insurance
  • Vision
  • Remote Work
  • Work from Home
Parental Benefits
  • Family Medical Leave
  • Flexible Work Schedule
  • Generous Parental Leave
  • Mother Rooms
Perks & Discounts
  • Casual Dress
  • Company Outings
  • Snacks
Retirement & Stock Options Benefits
  • 401K
  • Company Equity
Vacation & Time Off Benefits
  • Generous PTO
  • Paid Holidays
  • Paid Sick Days

A Center City-based Partner Ecosystem Platform founded in 2018 by Robert Moore and Buck Ryan. Crossbeam helps companies find overlapping customers and prospects while keeping the rest of their data private and secure.

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