Customer Success Operations Manager

About This Role

This role involves improving customer success through strategic planning and operational excellence. You will collaborate with various teams to create scalable processes that enhance customer adoption and drive growth. Your insights will help shape key initiatives and ensure reliable systems for the Customer Success team.

Responsibilities

• Partner with Sales and Customer Success teams on bookings and plan modeling, including target setting and capacity modeling
• Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities
• Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews
• Leverage analytics to measure customer success KPIs and guide the team toward achieving operational targets
• Drive alignment among leadership stakeholders to support seamless go-to-market execution

Requirements

• 5+ years of experience in revenue operations, sales operations, sales strategy, or similar roles
• Strong strategic thinking and ability to analyze marketing effectiveness and ROI
• Experience in fast-scaling, high-growth environments with a focus on accuracy and trust
• Exceptional collaboration skills with the ability to communicate effectively across teams
• Data fluency, with strong modeling skills in Excel and experience with BI/Dashboarding platforms like Tableau
• Extensive experience with Salesforce and other GTM systems such as ZoomInfo, Salesloft, Gong, HubSpot, and Calendly

Qualifications

• Bachelor’s degree in Business Administration, Economics, Finance, or related field
• 5+ years of experience in revenue operations, sales operations, sales strategy, or similar roles

Nice to Have

• Experience preferably in a Fintech or SaaS company

Skills

* Required skills

Benefits