Partner with Customer Success, Technical Support, and Implementation leaders to analyze the full post-sale customer journey, identifying trends, risks, and opportunities for improvement.
Develop and maintain reporting on key customer metrics, including renewals, expansion signals, retention, CSAT/NPS, and engagement trends.
Collaborate with the Business Insights team to ensure reporting accuracy and alignment across systems and metrics.
Partner with the Business Systems team to drive process improvements and optimize workflows related to renewals, customer health tracking, and lifecycle management.
Conduct deep-dive analyses to uncover insights that drive higher retention and expansion rates, improve forecasting accuracy, and support strategic planning.
Help design and implement scalable post-sale processes that improve coordination across Customer Success, Support, and Implementation teams.
Act as a trusted advisor to cross-functional partners, translating data into clear, business-focused insights.
Requirements
5-7+ years of experience in Revenue Operations, Customer Success Operations, or related roles within high-growth SaaS or tech environments
Understanding of SaaS financial metrics, subscription economics, and data-driven revenue forecasting
Strong proficiency in Salesforce, HubSpot, Gong, and related GTM tools.
Proven experience with Salesforce and Gong for data analysis and performance reporting.
Strong understanding of SaaS customer lifecycle metrics, including retention, expansion, churn, and satisfaction scoring.
Demonstrated ability to connect data to actionable business insights that improve customer and financial outcomes.
Excellent communication and stakeholder management skills; able to influence without authority and drive alignment across teams.
Strong organizational skills with a bias for clarity, documentation, and process consistency.
Familiarity with post-sale processes, including onboarding, renewal, expansion, and customer advocacy.
Bachelor’s degree in Business, Finance, Economics, or related field; MBA or advanced degree a plus.
Minimum 5–10% travel required.
Benefits
A collaborative work environment with the freedom and opportunities of a startup culture
A global, remote-first company that encourages occasional team get-togethers
Life and work balance
Flexible vacation time
Retirement plan matching up to 3% of your salary
Varied options for health, dental, vision, disability and life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communication skillsstakeholder managementinfluence without authorityorganizational skillsclaritydocumentationprocess consistencycollaborationanalytical thinkingstrategic planning
Certifications
Bachelor’s degree in BusinessBachelor’s degree in FinanceBachelor’s degree in EconomicsMBAadvanced degree