Customer Success Systems & Operations Manager

EverTrue

Customer Success Systems & Operations Manager at EverTrue optimizing technology ecosystem and improving customer lifecycle processes. Supporting implementations and managing automation for customer success workflows.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $105,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

Own the ongoing optimization of EverTrue's Customer Success technology ecosystem through process improvement, automation, and operational excellence.
Partner with Customer Success Leadership to improve customer lifecycle processes from onboarding through renewal and expansion.
Support the implementation of ChurnZero by partnering with internal stakeholders and implementation consultants on requirements gathering, configuration, testing, rollout, and user adoption.
Become the long-term business owner and administrator of ChurnZero following implementation.
Build and maintain customer health scores, playbooks, lifecycle journeys, alerts, automation, and reporting within ChurnZero.
Manage renewal forecasting processes, pipeline hygiene, and executive reporting to improve forecast accuracy.
Support Salesforce administration related to Customer Success processes, renewals, customer lifecycle management, and account health.
Partner with Revenue Operations to optimize Salesforce, CPQ, and Conga workflows supporting customer renewals and contract management.
Build dashboards and reporting focused on customer health, retention, churn risk, renewals, expansion opportunities, product adoption, and operational performance.
Identify workflow inefficiencies and implement scalable process improvements that reduce manual work and improve team productivity.
Ensure data integrity across Salesforce, ChurnZero, CPQ, Conga, and supporting business systems.
Document business processes, system configurations, and operational workflows to support long-term scalability and organizational knowledge.

Requirements

What you’ll need

4+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, Business Operations, or similar operational roles supporting SaaS organizations.
Strong understanding of Salesforce architecture, reporting, automation, and customer lifecycle management.
Experience supporting renewal forecasting, customer retention reporting, and recurring revenue operations.
Experience with Salesforce CPQ and Conga to support customer renewals, contracts, and quoting processes.
Experience implementing or administering Customer Success platforms such as ChurnZero, Gainsight, Totango, Planhat, or similar technologies.
Comfortable translating business needs into scalable operational processes and system enhancements.
Strong analytical skills and enjoy building dashboards that help leaders make informed decisions.
Comfortable partnering across Customer Success, Sales, Finance, Revenue Operations, Marketing, Product, and Engineering.
Believe strong documentation, governance, and process design are critical to long-term scalability.
Curious about emerging GTM and AI technologies and enjoy evaluating new processes that can enhance team productivity.

Benefits

Comp & perks

A base salary range of $105K - $115K.
A 2.5% bonus plan based on company performance.
We cover 80% of your premium for medical, dental, and vision insurance.
We offer a 401k match of up to 3% to support your financial future.
A remote-first environment for flexible work.
Generous paid time off throughout the year.
Investment in your professional growth and development.
Opportunities to connect with colleagues both in-person and virtually.
The unique chance to contribute to the non-profits and educational institutions you care about, aligning your work with your passions.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceChurnZeroSalesforce CPQCongaData IntegrityDashboard BuildingReportingAutomationOperational ExcellenceAnalytical Skills

Soft Skills

CollaborationDocumentationCuriosityProcess Design