Customer Success Operations
Datasite
full-time
Posted on:
Location Type: Office
Location: New York City • California • New York • United States
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Salary
💰 $71,300 - $118,300 per year
About the role
- Partner with CS leadership to design and optimize processes across onboarding, renewals, expansions, and customer health management
- Own and administer the CS tech stack (e.g., Vitally)
- Build and maintain reporting for renewal forecasting, churn analysis, customer health scoring, and expansion tracking
- Support renewal and expansion workflows, including pipeline management, risk identification, and cross-functional coordination with Sales and Finance
- Identify operational inefficiencies and implement scalable solutions that improve visibility, productivity, and retention outcomes
Requirements
- 2–3+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, or a similar analytical role within a SaaS environment
- Strong understanding of SaaS retention metrics (NRR, GRR, churn, renewal forecasting) and customer lifecycle management
- Experience working in Salesforce and a CS platform (Vitally, Planhat, Gainsight, Totango, etc.)
- High analytical rigor with strong Excel/Google Sheets skills
- Strong cross-functional communication skills
Benefits
- health insurance (medical, dental, vision)
- a retirement savings plan
- paid time off
- other employee benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer health scoringrenewal forecastingchurn analysispipeline managementrisk identificationdata analysisExcelGoogle Sheets
Soft Skills
cross-functional communicationanalytical rigor