Revenue Specialist, Customer Success Operations
To see similar active jobs please follow this link: Remote Customer Success jobs
We’re looking for an intellectually curious and process-oriented Revenue Specialist, Customer Success Operations to join our team and make a big impact.
As a Revenue Specialist you will play a pivotal role in supporting our Customer Success teams to ensure exceptional service delivery. You will be responsible for coordinating and optimizing operational processes, tools, and resources to enhance customer experience and drive effective service delivery. You should be excited about data analysis and process optimization. You’ll be a great fit for this role if you’re a pragmatic problem-solver and strong cross-functional collaborator.
The CS Ops team is ultimately responsible for tracking KPIs related to Customer Success that provide insights leading to proactive strategies. For example, following customer health scores and historical trends, and if this metric shows that a specific customer segment is struggling with a product or feature, a member of the CS team can proactively reach out to help their customers, and ultimately prevent them from churning.
What you’ll do:
Monitor and report on key performance indicators (KPIs) related to Customer Success and operational efficiency
Collaborate with cross-functional teams (e.g., Sales, Marketing, Product) to ensure alignment and cohesive customer experience
Manage administrative tasks related to customer accounts, such as CRM/CSP cleanup, risk mitigation, and vendor management
Ensure accuracy of data across customer accounts at all times, reaching out to owners as needed to adjust
Identify opportunities for process improvements and co-lead initiatives to increase efficiency and effectiveness
Utilize knowledge of Customer Success methodologies and tech stack tools to create automated solutions and streamline operational tasks for all of CS including Onboarding and Support as needed
Oversee Customer Success dashboards and reports, ensuring the team has access to up-to-date insights on customer engagement and health metrics
Regularly update and maintain standard operating procedures (SOPs) and documentation
Ensure CS goals are being kept up-to-date in Salesforce, and regularly monitor for any issues
Partner with GTM enablement to ensure new CSMs are properly onboarded for success in their role
How success will be measured in this role:
Retention
Feedback from internal team members
If the details below describe you, you could be a great fit for this role:
2-4 years of professional experience in a B2B SaaS environment, with at least 2 years in an operations or project management role, preferably with experience in CS Ops and/or a CS Management position
Strong understanding of customer success principles and practices
Ability to work with data analysis tools
Excellent communication and interpersonal skills
Proficiency in Salesforce and other customer success tools
Strong organizational skills with an emphasis on detail and process optimization
A proactive approach to problem-solving and project management
Team player with the ability to work independently
Skilled in effectively handling and prioritizing multiple projects
Interview Overview
Below you'll find an outline of the interview plan for this role. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.
30 min interview with a member of our Talent Team
A 1 hour zoom interview with the hiring manager
Skills assessment (2 hours max)
Peer interviews with several team members
Final call(s) with executive team member(s)
Salary
In the US, the base salary for this role is between $61,000 and $74,000+, depending on skills and experience. Total compensation for this role consists of base salary and a quarterly bonus plan. We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. For all other countries, we have competitive pay bands based on market standards.
Individual compensation decisions are based on a number of factors, including experience level, skillset, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall healthily throughout the range based on these factors. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated with you as a candidate.
About the job
Revenue Specialist, Customer Success Operations
To see similar active jobs please follow this link: Remote Customer Success jobs
We’re looking for an intellectually curious and process-oriented Revenue Specialist, Customer Success Operations to join our team and make a big impact.
As a Revenue Specialist you will play a pivotal role in supporting our Customer Success teams to ensure exceptional service delivery. You will be responsible for coordinating and optimizing operational processes, tools, and resources to enhance customer experience and drive effective service delivery. You should be excited about data analysis and process optimization. You’ll be a great fit for this role if you’re a pragmatic problem-solver and strong cross-functional collaborator.
The CS Ops team is ultimately responsible for tracking KPIs related to Customer Success that provide insights leading to proactive strategies. For example, following customer health scores and historical trends, and if this metric shows that a specific customer segment is struggling with a product or feature, a member of the CS team can proactively reach out to help their customers, and ultimately prevent them from churning.
What you’ll do:
Monitor and report on key performance indicators (KPIs) related to Customer Success and operational efficiency
Collaborate with cross-functional teams (e.g., Sales, Marketing, Product) to ensure alignment and cohesive customer experience
Manage administrative tasks related to customer accounts, such as CRM/CSP cleanup, risk mitigation, and vendor management
Ensure accuracy of data across customer accounts at all times, reaching out to owners as needed to adjust
Identify opportunities for process improvements and co-lead initiatives to increase efficiency and effectiveness
Utilize knowledge of Customer Success methodologies and tech stack tools to create automated solutions and streamline operational tasks for all of CS including Onboarding and Support as needed
Oversee Customer Success dashboards and reports, ensuring the team has access to up-to-date insights on customer engagement and health metrics
Regularly update and maintain standard operating procedures (SOPs) and documentation
Ensure CS goals are being kept up-to-date in Salesforce, and regularly monitor for any issues
Partner with GTM enablement to ensure new CSMs are properly onboarded for success in their role
How success will be measured in this role:
Retention
Feedback from internal team members
If the details below describe you, you could be a great fit for this role:
2-4 years of professional experience in a B2B SaaS environment, with at least 2 years in an operations or project management role, preferably with experience in CS Ops and/or a CS Management position
Strong understanding of customer success principles and practices
Ability to work with data analysis tools
Excellent communication and interpersonal skills
Proficiency in Salesforce and other customer success tools
Strong organizational skills with an emphasis on detail and process optimization
A proactive approach to problem-solving and project management
Team player with the ability to work independently
Skilled in effectively handling and prioritizing multiple projects
Interview Overview
Below you'll find an outline of the interview plan for this role. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.
30 min interview with a member of our Talent Team
A 1 hour zoom interview with the hiring manager
Skills assessment (2 hours max)
Peer interviews with several team members
Final call(s) with executive team member(s)
Salary
In the US, the base salary for this role is between $61,000 and $74,000+, depending on skills and experience. Total compensation for this role consists of base salary and a quarterly bonus plan. We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. For all other countries, we have competitive pay bands based on market standards.
Individual compensation decisions are based on a number of factors, including experience level, skillset, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall healthily throughout the range based on these factors. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated with you as a candidate.