Directly support executive leadership across GTM teams as the subject matter expert on Customer Success, retention, and customer growth
Collaborate with Revenue Operations, Customer Success, Professional Services, and Finance to establish segmentation, capacity and coverage models, GTM playbooks, and compensation strategies
Guide business review processes and cadence for Customer Success
Assist CS leadership in retention and expansion efforts through process enhancement and engagement model development
Scrutinize renewal data to uncover trends, risks, and areas for improvement
Create and maintain dashboards and reports to monitor renewals, performance metrics, and gain business insights
Improve renewals, retention, and expansion forecasting for stakeholders across Customer Success, Professional Services, Finance, and Revenue Operations
Identify opportunities to automate and streamline renewal processes, incorporating industry best practices
Devise strategies to minimize renewal risks and optimize customer retention
Shape strategy and optimize Customer Success operations through data analysis and cross-functional collaboration
Requirements
5+ years of experience in Revenue Operations, Sales Operations, Customer Success, or a related role in a SaaS or technology environment
Strong communication and collaboration skills
Experience with pipeline forecasting in Customer Success or Sales, especially in a recurring revenue business
Excellent problem-solving, strategic thinking, and analytical skills, with strong business acumen
Proven ability to build relationships, communicate, influence, and collaborate across teams at all levels
Thrives in fast-paced environments with fluid priorities
Experience with Customer Success tools (e.g., Gainsight, Salesforce) and dashboarding tools (e.g., Tableau, Looker)
Familiarity with contract management and SaaS legal terms is a plus