Company:AssetWatch, Inc.
Location:United States, Canada, EST, PST
Languages:English
Seniority level:Lead, Proven experience
Experience:Proven experience
Skills:Project ManagementSQLSalesforceJira
- Bachelor’s degree in a related field or equivalent work experience
- Proven experience in Customer Success Operations, project management, or similar role, preferably in a SaaS or technology environment
- Proficiency with Salesforce, Vitally, Slack, Notion, Make, and related tools
- Strong communication, problem-solving, and leadership skills
- Demonstrated ability to manage complex projects, resolve data or process errors, and design scalable workflows
- Ability to identify process improvements and solution potential remedies
- A tech-savvy mindset
- Manage integrations with Salesforce, Vitally, and Make.com
- Create and maintain data quality dashboards
- Own resolution of billing and subscription-related errors
- Automate and standardize best practices within core systems
- Translate new processes into scalable workflows and documentation
- Establish and manage a CS-Ops help channel
- Oversee the Work Order process
- Track renewals and ensure efficient processing
- Manage Salesforce hierarchy adjustments
- Act as primary contact for implementation and subscription issues
- Create and maintain detailed documentation for all CS Operations processes
- Assist with capturing cross-functional requests
- Support building Salesforce and Vitally reports or dashboards
- Support teams with Salesforce-to-AssetWatch linked issues
- Conduct regular "office hours" with Operations departments
- Partner with leadership to align operational initiatives
- Work within defined sprints