Strategy & Operations Manager, Customer Success - Remote

Overview

In this CSSO role, you will drive the strategy, processes, and data-driven insights that empower our Customer Success Team to deliver exceptional outcomes for our customers.

In Short

• Develop and refine processes, tools, and workflows for Customer Success operations.
• Partner with internal stakeholders on reporting & analysis of metrics.
• Enhance the end-to-end customer journey.
• Collaborate on planning cycles with Finance and CS leadership.
• Identify inefficiencies and implement improvements to CS workflows.
• Define business requirements to improve Customer Success efficiency.
• Ensure alignment with Sales, Product, and other teams.
• Lead the roll-out and adoption of new processes or workflows.

Requirements

• Self-starter with an innate curiosity.
• Experience in SaaS and financial literacy.
• Strategic mindset with data distillation skills.
• Detail-oriented with a commitment to data accuracy.
• Experience in fast-growth SaaS environments.
• Skilled in CRM reporting, preferably HubSpot.
• Ability to manage multiple tasks and deadlines.
• Excellent verbal and written communication skills.

Benefits

• 10-year exercise window for stock options.
• Unlimited PTO with four weeks recommended per year.
• Twelve weeks of fully paid family leave in the US.
• Generous equipment and software budget.
• $100/month education budget.
• Top-notch health insurance for US employees and dependents.