Customer Success Operations Analyst
New
Fully remote work opportunity within Canada.Full-TimeMiddle
Salary68,000 - 85,000 CAD per year
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Job Details
- Experience
- 2–5 years
- Required Skills
- Project ManagementData AnalysisSalesforceMicrosoft ExcelGoogle Sheets
Requirements
- 2–5 years of experience in Revenue Operations, Customer Success Operations, or Sales Operations within a high-growth B2B SaaS company.
- Strong experience working with Salesforce, including dashboards, reporting, troubleshooting, and managing connected systems.
- Familiarity with quoting, billing, renewals, pricing workflows, or CPQ-related processes.
- Solid understanding of SaaS business metrics such as ARR, NRR, GRR, churn, billing, and revenue recognition.
- Hands-on interest or experience using AI tools for workflow optimization.
- Advanced Excel and/or Google Sheets skills, including large dataset analysis and manipulation.
- Strong analytical thinking, problem-solving, and project management capabilities.
- Ability to work independently, manage ambiguity, and adapt quickly in a fast-paced environment.
- Excellent attention to detail and communication skills with a collaborative mindset.
Responsibilities
- Serve as the primary operational contact for quoting and renewal workflows, troubleshooting issues across Salesforce and related tools.
- Build, optimize, and maintain customer lifecycle workflows, automation rules, operational playbooks, and scalable business processes.
- Support the evolution of the customer success technology stack by improving existing systems and evaluating new AI-driven tools.
- Create executive dashboards and reports focused on customer adoption, renewals, churn, expansions, and other key SaaS metrics.
- Assist with compensation reporting, operational audits, and end-of-quarter business processes.
- Collaborate with Product and Data teams to improve customer usage analytics, health visibility, and operational insights.
- Support internal change management initiatives and drive process consistency across customer-facing teams.
- Partner with Customer Success, Support, Onboarding, and Customer Marketing teams to align operational strategies.
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