A Customer Success Operations Analyst at a high-growth SaaS company responsible for managing and optimizing customer success platforms, troubleshooting quoting workflows, building automation and reporting processes, and supporting revenue growth initiatives through data analysis and platform enhancements.
Key Responsibilities
Serve as the primary support contact for CPQ troubleshooting and manage quoting issues to ensure a seamless quote-to-cash process
Own and execute audits, debugging, and rearchitecture of the Customer Success platform (Gainsight) to optimize customer journey and outcomes
Build and maintain lifecycle processes, playbooks, and automation rules in Gainsight to support customer success and business growth
Assist with end-of-quarter customer success compensation reports and audit processes
Create and coordinate reporting for leadership, translating data into dashboards on customer adoption, renewals, expansions, and churn
Partner with Product and Data teams on usage analytics to monitor customer health and inform adoption strategies
Support internal change management activities for processes and tools across customer-facing teams
Requirements
2 to 5 years of experience in Revenue Operations, Customer Success Operations, or Sales Operations at a high-growth B2B SaaS company
Gainsight admin experience, including building and maintaining rules, playbooks, CTAs, and dashboards, and understanding how to architect a Customer Success platform that effectively supports customer outcomes
Experience with Salesforce, including navigating reports, dashboards, and data structures, and understanding how Salesforce and Gainsight work together
Experience with CPQ or quoting tools such as Salesforce CPQ, MonetizeNow, DealHub, or similar, with the ability to troubleshoot quoting issues and understand the quote-to-cash workflow
Strong understanding of SaaS metrics including ARR, GRR, NRR, churn, and post-sale finance terminology such as billing, revenue recognition, and renewals
Expertise in Excel and Google Sheets, including experience manipulating large datasets
Self-starter mentality with resourcefulness, initiative, and the ability to independently find solutions without waiting for instructions
Comfort operating in a fast-paced environment with evolving priorities and ambiguity
Strong attention to detail and project management skills
Benefits & Perks
Health Benefits: medical, dental, and vision insurance premiums covered with PPO, HDHP, and HMO options in CA, and flexible personal sick days
Retirement Planning: 401(k) plan
Learning Development: annual education budget and comprehensive L&D program
Wellness Support: monthly reimbursements for home internet, meals, wellness memberships, and equipment
Team Connection: virtual team-building activities and socials
Ready to Apply?
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