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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success Operations, including the administration of platforms like ChurnZero and the development of scalable processes, workflows, and reporting. Strong analytical skills are essential for identifying trends and providing actionable insights to enhance customer lifecycle management.
Highest-signal resume keywords
Customer Success OperationsChurnZero AdministrationData GovernanceCross-Functional Project ManagementAnalytical Problem-Solving
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 ManagementWorkflow DevelopmentReporting AutomationHealth ScoringSegmentationSQLBusiness IntelligenceAdvanced Microsoft ExcelOperational Process ImprovementMetrics Analysis
Soft Skills
Interpersonal SkillsInfluencing StakeholdersStrategic ThinkingOrganizationCommunication Skills
Tools & Technologies
ChurnZeroSalesforceGainsightTotangoReporting Tools
Industry Keywords
Customer SuccessRevenue OperationsSales OperationsBusiness OperationsData Quality
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Build, manage, and continuously improve the systems, data, reporting, processes, and operational discipline supporting Customer Success scalability
- Translate business needs and customer strategies into scalable operational processes, tools, and system workflows
- Lead cross-functional meetings, projects, and operational initiatives with clear ownership, timelines, deliverables, and next steps
- Collaborate with Finance, Human Resources, Revenue Operations, Product, Technology, and other stakeholders to resolve operational issues and improve processes
- Provide operational expertise, insights, and recommendations to Customer Success leadership
- Design and operationalize customer lifecycle processes covering renewals, customer risk, churn, expansion, account management, customer health, adoption, and escalations
- Develop and maintain Customer Success platform playbooks, journeys, alerts, health scores, segmentation, workflows, dashboards, and automation
- Analyze customer and operational data to identify trends, risks, and opportunities and provide actionable recommendations
- Own Customer Success reporting, dashboards, and performance analysis
- Establish and maintain data governance standards
- Serve as primary business owner and administrator of the Customer Success platform, including ChurnZero or a comparable solution
- Evaluate processes for standardization, simplification, automation, and scalability
- Prepare and validate Customer Success compensation and incentive reporting
- Independently identify operational issues, develop solutions, and drive initiatives through completion
- Develop and maintain documentation, reporting standards, workflows, and operational processes for sustainable growth
- Provide functional leadership to stakeholders and influence outcomes without direct reporting authority
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Analytics, Finance, Information Systems, or a related field, or equivalent practical experience
- Seven or more years of experience in Customer Success Operations, Revenue Operations, Sales Operations, Business Operations, analytics, or a related discipline
- Demonstrated experience independently owning operational programs, systems, processes, or functional capabilities
- Experience administering a Customer Success platform such as ChurnZero, Gainsight, Totango, or a comparable solution
- Experience developing workflows, reporting, automation, dashboards, health scoring, segmentation, or customer lifecycle programs
- Experience working with Customer Success metrics, including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), churn, renewals, expansion, adoption, and customer health
- Experience improving data quality, governance, reporting, and operational processes
- Experience leading cross-functional projects and influencing stakeholders without direct authority
- Experience supporting compensation or incentive reporting preferred
- ChurnZero, Salesforce, business intelligence/reporting, advanced Microsoft Excel, and SQL experience preferred
- Strong analytical and problem-solving skills
- Strong knowledge of Customer Success operations, metrics, processes, and systems
- Ability to independently manage complex operational initiatives from identification through implementation
- Strong systems aptitude with the ability to develop expertise in and administer business-critical platforms
- Ability to design scalable processes, workflows, reporting, and automation
- Strong project management, organization, prioritization, and follow-through skills
- Ability to bring structure and clarity to ambiguous or evolving business needs
- Strong interpersonal skills with the ability to influence and build effective relationships across functions and organizational levels
- Excellent written and verbal communication skills
- Ability to balance strategic thinking with hands-on execution
- Self-directed with the ability to operate effectively with limited structure, precedent, or day-to-day direction
- Proficiency in Microsoft Excel and reporting and analytics tools
Benefits
Comp & perks- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
