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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing Customer Success operations, including optimizing Pylon and Salesforce workflows, building dashboards, and analyzing customer health metrics. Strong analytical skills and the ability to collaborate across teams to enhance customer lifecycle processes are essential.
Highest-signal resume keywords
Pylon AdministrationSalesforce Workflow ManagementCustomer Health ReportingAnalytical Problem-SolvingCustomer Success Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pylon OptimizationSalesforce ManagementDashboard BuildingData AnalysisRenewal Forecasting
Soft Skills
Strong Communication SkillsOrganizational SkillsAttention to DetailIndependent WorkCollaboration
Tools & Technologies
SalesforcePylonTotangoGainsightClari
Industry Keywords
Customer SuccessRevenue OperationsSaaSCustomer HealthRetention
About the role
Key responsibilities & impact- Serve as the operational point person for the AMER Customer Success organization
- Own and continuously improve Pylon workflows, configurations, and automations supporting customer communication, ticketing, and CS processes
- Build and maintain reporting and dashboards for customer health, renewal risk, NRR, GRR, and CSM productivity
- Manage Customer Success systems and workflows, including Pylon, Salesforce, integrations, and data hygiene
- Design and improve playbooks, SOPs, and workflows for onboarding, QBRs, renewals, escalations, and other customer lifecycle moments
- Partner with Sales on handoffs from closed-won through onboarding and ongoing customer management
- Support deal desk and sales operations processes related to onboarding, renewals, expansion, and post-sale commitments
- Analyze CS and revenue data to identify trends, risks, and opportunities and provide recommendations to leadership
- Support renewal forecasting, customer health reporting, and capacity planning
- Troubleshoot operational issues and provide guidance on Pylon and related CS workflows
- Own and optimize Salesforce workflows connecting Sales and Customer Success
- Improve enablement and documentation for distributed teams
- Partner with Sales Engineering and other teams to improve handoffs and maintain customer context
- Work with the Director of Sales Operations to support AMER priorities
Requirements
What you’ll need- 2+ years of experience in Sales Operations, Revenue Operations, Customer Success Operations, or a related go-to-market operations role
- Hands-on experience administering and optimizing Pylon
- Strong experience with Salesforce, including managing workflows, reporting, data quality, or process improvements
- Experience supporting a Customer Success organization and understanding the operational needs of CSM teams
- Familiarity with customer health, renewals, retention, expansion, NRR, and GRR
- Strong analytical and problem-solving skills
- Experience building dashboards, reporting, and operational insights
- Strong written and verbal communication skills, especially in a remote environment
- Ability to work independently, manage competing priorities, and follow through without constant direction
- Ability to partner across Customer Success, Sales, Sales Engineering, and leadership
- Strong organizational skills and attention to detail
- Ability to provide reliable coverage for AMER working hours
- Bonus: Experience with Customer Success platforms such as Pylon, Totango, Gainsight, Vitally, or similar tools
- Bonus: Working knowledge of Clari, Gong, Nooks, Dealhub, DocuSign, ZoomInfo, and 6sense
- Bonus: Experience building or improving customer health scoring models
- Bonus: Experience with renewal forecasting, capacity planning, or CSM portfolio design
- Bonus: Experience managing integrations between CRM, Customer Success, support, and revenue tools
- Bonus: Experience developing enablement, SOPs, and documentation for distributed teams
- Bonus: Experience working in high-growth SaaS or developer-focused companies
Benefits
Comp & perks- Equity
- Bonus
- Remote work
- Transparent, consistent, and enjoyable interview process
- Interview process targeted for completion in two to four weeks, if schedules allow
- Equal employment opportunity
