Client Success Strategy & Operations Lead
J
JobgetherSaaS
Based in United StatesFull-TimeLead
SalaryCompetitive annual base salary range of $128,000 - $160,000
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementSalesforceData analyticsChange ManagementSaaS
Requirements
- Bachelor’s degree in Business Administration, Information Systems, Finance, or a related field, or equivalent practical experience.
- 5+ years of experience in Customer Success Strategy & Operations, Revenue Operations, Business Operations, or a related function within a SaaS environment.
- Hands-on experience managing and improving Salesforce workflows, processes, and user adoption.
- Experience working with customer success platforms such as Planhat, Gainsight, ChurnZero, or similar tools.
- Proven ability to lead complex cross-functional projects from strategy through execution.
- Strong analytical skills with experience building and interpreting dashboards, reports, and operational metrics.
- Experience implementing new processes, tools, and change management initiatives.
- Structured project management experience, with PMP, Scrum, or equivalent experience preferred.
- Ability to translate complex operational challenges into clear strategies and actionable plans.
Responsibilities
- Develop, document, and improve operational processes and standard operating procedures supporting client success teams.
- Manage the evolution of customer relationship management platforms, ensuring workflows, configurations, and reporting capabilities align with business needs.
- Own client health score frameworks, including data signals, scoring methodologies, and continuous improvement strategies.
- Lead the design and development of reporting infrastructure, dashboards, and analytics tools to provide actionable insights.
- Own client journey frameworks, ensuring lifecycle stages are clearly defined, consistently executed, and continuously optimized.
- Evaluate and optimize the client success technology ecosystem, ensuring tools are integrated, efficient, and scalable.
- Identify and prioritize opportunities where AI and emerging technologies can enhance customer engagement and operational efficiency.
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