Client Success Strategy & Operations Lead
New
O
Origami RiskSaaS Risk Management
United StatesFull-TimeLead
Salary$128,000 - 160,000 / year
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementSalesforceData visualizationChange ManagementSaaS
Requirements
- Bachelor's degree in Business Administration, Information Systems, Finance, or related field.
- 5+ years of experience in CS Strategy, CS Operations, or Revenue Operations in a SaaS environment.
- Hands-on experience with Salesforce including configuration and workflow design.
- Experience with a CS platform such as Planhat, Gainsight, or ChurnZero.
- Proven track record of managing complex, cross-functional projects.
- Data literacy with the ability to build and interpret dashboards in BI tools.
- Experience leading change management efforts for new processes and tools.
- Strong communication skills for influencing cross-functional stakeholders.
- Ability to work effectively as an individual contributor.
- PMP, Scrum, or equivalent project management certification preferred.
Responsibilities
- Develop, document, and maintain SOPs for Salesforce use across the CS team.
- Manage the Planhat CS platform, ensuring data integrity and platform health.
- Design and build dashboards in Planhat and Salesforce for performance and outcome tracking.
- Own the client journey framework and lead continuous improvement initiatives.
- Coordinate the annual Elevate client conference and manage the internal CS playbook.
- Develop strategies for AI-driven improvements in the client experience.
- Lead client satisfaction survey strategy and internal feedback loops.
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