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Customer Success Strategy & Operations Manager

205k – 230kSan Francisco, CANew York, NYHybrid5+ YOE
Summary

Lead CS operations and strategy to optimize customer journeys, resource allocation, and operating rhythms for a high-growth SaaS company. Design scalable processes, build analytical models, and partner cross-functionally to drive retention and expansion outcomes.

About the role

What You'll Achieve

Customer Journey & Value Creation

  • Design and optimize the end-to-end customer journey, including milestones, success metrics, and playbooks from onboarding through adoption, expansion, and renewal
  • Build frameworks that translate business outcomes into scalable operational motions using an AI-native approach
  • Establish leading indicators of customer health and risk
  • Partner cross-functionally to continuously refine the journey based on data

Strategic Partnership & Global Influence

  • Develop analyses to design, set, and measure strategy for global Customer Success and Customer Experience
  • Present optionality to leadership to inform annual and in-year plans
  • Lead through influence across GTM Leadership, BizTech, Data, Finance, and other teams

CS Segmentation, Coverage & Resource Modeling

  • Design, build, and manage a model that guides resource allocation globally by segment
  • Partner with GTM and RevOps Leadership to define segment-specific coverage models and highest-impact activities
  • Monitor and report on segment performance

Operating Cadence

  • Develop and mature a rigorous, consistent, predictable operating rhythm
  • Build KPI reviews that identify risks and trends to enable data-driven decisions
  • Generate insights about performance and drivers to guide critical decisions
  • Partner with RevOps, GTM Leads, and BizTech to establish robust global operating processes

Data, Process & Tooling

  • Design and maintain core processes including attainment reporting, forecast vs. actuals, and At Risk Account Reviews
  • Partner with Data and BizTech to streamline daily team operations and build AI workflows
  • Provide leadership with comprehensive insights leveraging tools such as Zendesk, Assembled, Gainsight, Salesforce, Tableau, and Hex

Skills You'll Need to Bring

  • 5+ years working in Customer Operations and/or Strategy in a high growth SaaS model
  • Strong analytical skills — can model any operational question full cycle (develop assumptions and output)
  • AI-native approach to building workflows, insights, and end-to-end systems between humans & agents
  • High EQ — works well with stakeholders, gains trust, enjoys working with people
  • Senior presence — can convey complex information to executives clearly and concisely; can resolve tradeoffs
  • Effective communicator across levels and audiences
  • First principles problem solver — dimensionalizes problems, demonstrates history of lateral thinking
  • Hands on — extensive experience and interest in building from scratch
  • Ownership — high ownership mentality demonstrated by developing projects of >6-12 months length
  • Notion power user or desire to learn

Nice to Haves

  • Customer-facing experience on an account team (Onboarding, CS, Account Management, etc.)
  • Experience with statistical methods, SQL, Tableau, Python and/or other advanced analytics and BI/Dashboarding
  • Experience using Zendesk, Gainsight and Salesforce
  • Experience using Notion
  • History of promotions or progressive responsibilities at work

BA / BS required

Skills
Customer Success OperationsSaaS OperationsCustomer Journey DesignResource ModelingKPI DevelopmentForecastingZendeskGainsightSalesforceTableauHexSQLPythonData AnalysisCross-functional Collaboration
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