Job Description
- Job Description:
- Own and optimize Salesforce for Customer Success workflows, reporting, and data integrity
- Partner with Customer Success leadership to operationalize initiatives across onboarding, adoption, health, and renewals
- Design, document, and improve CS processes and workflows to drive efficiency and consistency
- Build and maintain dashboards and reporting that provide visibility into customer health, risk, and performance.
- Implement, support, and administer CS tools (e.g., Gainsight, Totango, Catalyst, or similar) and align them with Salesforce.
- Act as the operational owner, ensuring that CS-related initiatives are delivered efficiently and effectively.
- Requirements:
- 4–7+ years of experience in Customer Success Operations, Revenue Operations, or a related operations role
- Extensive hands-on experience with Salesforce, including configuration, automation (flow), reporting, and dashboards
- Significant hands-on experience administering Zendesk.
- Experience implementing and managing Customer Success platforms (e.g., Gainsight, Totango, Catalyst, Planhat, etc.)
- Highly process- and workflow-oriented with a track record of improving operational efficiency.
- You can serve as a thought-partner, helping to create structure and process where none existed.
- Strong analytical and problem-solving skills with attention to detail
- Ability to manage multiple initiatives and partner cross-functionally in a fast-paced environment.
- Prior high-growth startup experience is key!
Benefits:
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