We are seeking a dynamic Customer Success and Services Operations lead to drive customer satisfaction, retention, and growth while optimizing operational processes across our customer-facing teams. This role combines strategic customer relationship management with operational excellence to ensure seamless customer experiences and scalable business operations.
Key Responsibilities
- Design and optimize customer success processes and workflows
- Establish and track key performance indicators (KPIs) for customer success metrics
- Help with the implementation/configuration of customer success technology stack (CRM, CS platforms, analytics tools)
- Create standardized processes for customer onboarding, support escalation, and renewal management
- Develop customer segmentation strategies and playbooks
- Manage resource allocation and capacity planning for customer success team
Data Analysis and Reporting
- Locate, gather, and organize relevant data from various internal and external sources.
- Ensure the accuracy, completeness, and quality of data by implementing data validation techniques and audits.
- Create comprehensive reporting dashboards for leadership and stakeholders
- Develop and maintain dashboards, reports, and analytics to track key performance indicators (KPIs) for Customer Success.
- Analyze data to provide actionable insights and recommendations to support customer retention and satisfaction initiatives.
- Support ad-hoc reporting needs and provide analytical support for ongoing projects.
Cross-functional Collaboration
- Partner with Customer Success Managers and other stakeholders to understand business needs and translate them into process improvements and reporting solutions.
- Work closely with IT, Product, and other teams to ensure seamless integration of data systems and tools.
Process Documentation & Maintenance
- Develop, document, and maintain standardized processes for the Customer Success team.
- Continuously review and refine processes to ensure efficiency and alignment with company goals.
- Create and update process documentation, manuals, and guides to ensure consistency and clarity.
Qualifications
Education:
- Bachelors degree in business, Finance, Data Analytics, Information Systems, or related field.
Experience:
- 7+ years of experience in a similar role, preferably within Customer Success, Professional Services, Operations, or Data Analytics.
- Experience with data management, reporting, and analysis tools (e.g., Excel, SQL, Tableau, Power BI).
- Experience in process documentation and improvement initiatives.
Skills:
- Proficiency with CRM systems (Salesforce, HubSpot, etc.)
- Experience with customer success platforms (Gainsight, ChurnZero, Totango)
- Strong analytical skills with proficiency in Excel/Google Sheets and data visualization tools
- Excellent attention to detail and commitment to data accuracy.
- Proficiency in process documentation and workflow design.
- Effective communication and collaboration skills with cross-functional teams.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.