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Customer Success Operations Manager
OneImaging. Build and maintain CS playbooks, SOPs, templates, and best practices, including internal processes, utilization initiatives, upsell opportunities, and renewal motions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success Operations with a strong focus on building scalable processes, managing Salesforce for opportunity tracking, and developing training programs. Proven ability to analyze data for continuous improvement and effectively communicate across cross-functional teams.
Highest-signal resume keywords
Customer Success Operations ExperienceSalesforce ProficiencyProcess Design and ImplementationAnalytical SkillsProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Lifecycle ManagementOpportunity TrackingPipeline HygieneData ReportingIncentive Structure DesignScalable Process DevelopmentWorkflow AutomationPlaybook CreationPerformance MeasurementTraining Program Development
Soft Skills
Strong Sense of UrgencyOwnershipCross-Functional CommunicationProject ManagementAbility to Manage Multiple Priorities
Tools & Technologies
Salesforce
Industry Keywords
Customer SuccessRevenue OperationsImplementationAdoptionAccount HealthRenewalsExpansionsEscalationsBest PracticesKnowledge Base
About the role
Key responsibilities & impact- Build and maintain CS playbooks, SOPs, templates, and best practices, including internal processes, utilization initiatives, upsell opportunities, and renewal motions
- Implement scalable processes and tooling to support implementation, customer health, business reviews, renewals, and expansions
- Design and run quarterly goal cycles, scorecards, and CS incentive mechanics
- Own opportunity hygiene and tracking in Salesforce so CS can efficiently prioritize and deliver value across their books
- Develop onboarding and training programs for CS and Implementation
- Maintain a centralized knowledge base to keep product, engagement, and process information consistent and up to date
- Partner cross-functionally to operationalize product and process changes across customer-facing teams
- Identify opportunities to automate manual workflows and improve team efficiency
- Develop resources that help teams identify opportunities, dependencies, and next-best actions earlier
- Measure the effectiveness of CS processes and programs and continuously improve them based on team and customer needs
Requirements
What you’ll need- 4+ years of experience in Customer Success Operations, Revenue Operations, or a similar operations-focused role supporting a customer-facing organization required
- Hands-on Salesforce experience, including managing opportunity tracking, pipeline hygiene, reporting, workflows, and data integrity
- Experience designing and operationalizing bonus, incentive, or variable compensation structures for customer-facing teams
- Strong understanding of the customer lifecycle, including implementation, adoption, account health, renewals, expansions, and escalations
- Experience building and implementing scalable CS processes, operating workflows, playbooks, and systems
- Strong analytical skills and experience using data and reporting to identify gaps, prioritize work, and improve team performance
- Strong sense of urgency and ownership, with a demonstrated ability to independently drive projects from idea through implementation and completion
- Excellent project management and cross-functional communication skills, with the ability to manage multiple priorities and move work forward across Customer Success, Implementation, Operations, Product, Sales, and Marketing
Benefits
Comp & perks- Equity incentive plan
- Competitive benefits plans