Sales Strategy and Operations Manager

4+ years in Customer Success Operations, Account Management Operations, Revenue Operations (post-sales), Expansion Operations, or a related field Strong understanding of customer success, retention, expansion, and post-sales workflows Proactive stakeholder management and ability to influence without direct authority Clear, concise communication (written, verbal, presentation) Highly organized with strong execution discipline Ability to create clarity from ambiguity Strong Excel skills (VLOOKUP, INDEX/MATCH, SUMIFS/COUNTIFS, pivots, modeling) Salesforce reporting + object understanding Familiarity with tools like Pocus, Gainsight, Catalyst, Vitally, or similar (a plus) Experience with project management tools (Asana, Smartsheet, JIRA) Strong working knowledge of sales/CS engagement tools (Gong, Attention, Outreach, Salesloft) Bonus points for experience with SQL, R, Python, Looker

Build and maintain capacity models Analyze book-of-business distribution Identify churn risk and develop workflows Surface expansion opportunities Create prioritization frameworks Define KPIs and dashboards for CS and Expansion Build reports and dashboards in Salesforce Write business requirements documents (BRDs) Collaborate on workflows and automation Support development of customer signals and scoring frameworks Conduct targeted analyses on churn, segment performance, and expansion Build Excel models for planning and analysis Turn data into actionable recommendations Partner with various stakeholders Lead projects from strategy to rollout Simplify complexity in ambiguous environments