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Director of Customer Success Operations – Reporting
insightsoftware. Consolidate customer health signals from customer success teams to provide the General Manager with weekly visibility into account and cohort health .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in customer success operations and retention analytics, with a strong focus on SaaS metrics such as GRR, NRR, and churn analysis. Proven ability to design and implement effective retention strategies while leveraging data visualization and analytical skills.
Highest-signal resume keywords
Customer Success OperationsRetention AnalyticsSaaS Metrics AnalysisSQL ProficiencyData Visualization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retention AnalyticsChurn AnalysisCohort AnalysisVariance AnalysisSQLStatistical AnalysisData VisualizationPredictive ForecastingProgrammatic Customer ManagementRetention Initiative Design
Soft Skills
Excellent CommunicationAnalytical ThinkingProblem SolvingMulti-taskingCollaboration
Tools & Technologies
BI Tools
Industry Keywords
B2B SaaSCustomer RetentionAccount ManagementOperational ImprovementsEscalation Protocols
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Consolidate customer health signals from customer success teams to provide the General Manager with weekly visibility into account and cohort health
- Track GRR and NRR by product, segment, and cohort; conduct variance analysis to identify deterioration trends and positive momentum
- Identify at-risk account cohorts and customers; develop targeted interventions with customer success and track remediation progress
- Conduct root-cause analysis on churn trends and recommend operational or product improvements
- Partner with customer success, product, and marketing to design and implement retention and expansion plays
- Maintain dashboards tracking GRR, NRR, churn cohorts, expansion opportunity, and other key retention metrics
- Provide predictive forecasts of end-of-period performance
- Develop and implement escalation and resolution protocols for at-risk accounts
- Report regularly to the General Manager on retention performance, key drivers, and recommended actions
- Develop plans to maintain customers and grow GRR
- Identify and resolve issues impacting customer retention through process improvements related to renewal management and customer success operations
Requirements
What you’ll need- Seven to ten years of experience in customer success operations, retention analytics, or similar role in a high-volume B2B SaaS environment
- Deep understanding of SaaS metrics (GRR, NRR, CAC payback, churn drivers, cohort analysis) and ability to identify and investigate performance variances
- Demonstrable experience working with programmatic or high-volume customer bases (100 plus accounts or more)
- Strong analytical and data visualization skills
- Comfort with SQL, BI tools, and statistical analysis
- Experience designing and tracking retention initiatives or campaigns at scale
- Excellent communication skills and ability to distill complex analyses into actionable insights for leadership
- Ability to manage multiple retention and expansion initiatives in parallel
- Background checks are required for employment with insightsoftware, where permitted by country, state/province
Benefits
Comp & perks- Bonus structure: 20 percent bonus tied to GRR and NRR targets for the Reporting cohort
- Health insurance
- 401(k)
- Professional development support
- Flexible work arrangements