
Lead Client Success Operations Manager
- La Palma, CA
- Permanent
- Full-time
- Support, maintain, configure and administer the daily operations of our CS platform for the NAS Client Success Organization
- Identify new ways to increase automation and efficiency of the CS teams and work with cross-functional teams to implement these solutions across processes, systems, and data
- Manage the implementation of solutions, including data and requirements gathering, design, testing, and continuous improvement
- Interface regularly with our internal team to surface client success data requirements
- Build scalable processes and rules to ensure data hygiene, process compliance, and clean reporting
- Detect early signals of at-risk accounts and create automated alerts for CSMs to address them
- Build workflows and dashboards that analyze client data to identify new opportunities that trigger actions for CSMs to proactively engage with clients
- Define and evolve client health scoring and reporting
- Ensure all processes are well documented and maintained up to date
- Create and refine reports for business leaders, optimizing them for automation as needed
- Build relationships with CS Leadership and Client Success ICs. Work with stakeholders across the business from marketing to engineering.
- 2+ years of experience managing a CS platform (Gainsight, SFDC CS Workflows, etc.)
- BA/BS – or equivalent in education and experience
- Passion for customer success and designing processes that scale
- 5 years of experience in operational analytics with a focus on Client Success
- 2+ years of experience working in B2B or Enterprise software
- Ability to analyze various data sets and present findings in an actionable and insightful way
- Ability and desire to learn new tools and systems
- Ability to work cross-functionally in a rapidly changing environment
- Understand and translate business needs into technical requirements and design
- Excellent organization skills; experience maintaining detailed project plans, meeting deadlines, and proactively surfacing risks and issues
- Strong communication skills; able to work with a variety of stakeholders including senior leaders
- Experience managing Gainsight at large organization
- Gainsight Admin certification (SFDC or NXT)
- Experience as a Salesforce Administrator
- Experience as a Customer Success Manager
- Ability to work asynchronously
- Exceptionally strong written communication
- Familiarity with Agile methodology