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About the role
Key responsibilities & impact- Design and manage standardized onboarding workflows that reduce time-to-value, ensure consistency across customers, and create a repeatable, measurable experience from contract sign to go-live.
- Build and maintain customer health scoring models that give CS teams early warning on churn risk and actionable signals for expansion—integrating product usage, engagement, and CRM data.
- Own the operational processes for renewal and expansion, including pipeline tracking, playbook documentation, and the CRM workflows that ensure nothing falls through the cracks.
- Build and maintain the dashboards and reports that give CS leadership visibility into retention performance, customer health, and team efficiency—supporting both operational decisions and executive reporting.
- Map and optimize the full customer lifecycle—from onboarding through adoption, renewal, and expansion—identifying friction points and building solutions that scale.
- Partner with CS leaders to identify at-risk customers early and design the interventions, escalation paths, and playbooks that protect retention.
- Work closely with Sales, RevOps, and Systems teams to ensure post-sale processes are connected to pre-sale data and that CRM reflects the reality of the customer relationship.
Requirements
What you’ll need- 5+ years in Customer Success Operations, Revenue Operations, or a similar post-sale operational role at a B2B SaaS company
- Strong understanding of the customer lifecycle and the operational levers that drive retention and expansion
- Hands-on experience with CRM platforms (Salesforce strongly preferred) and CS tooling (Gainsight, ChurnZero, Totango, or similar)
- Analytical mindset—comfortable building health scoring models, interpreting retention data, and translating findings into operational recommendations
- Process-oriented with strong documentation skills and a track record of getting processes to actually stick
- Strong stakeholder management and cross-functional collaboration skills
- Comfortable with ambiguity and energized by building systems from scratch.
Benefits
Comp & perks- Medical, Dental, and Vision plans
- Flexible Spending/Health Savings Accounts
- Flexible PTO
- 401(k) + Company Match
- Life Insurance, Pet insurance, and more
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer lifecycle managementhealth scoring modelsdata analysisprocess optimizationpipeline trackingdocumentationoperational recommendationsretention strategiesexpansion strategiesCRM workflows
Soft Skills
stakeholder managementcross-functional collaborationprocess-orientedanalytical mindsetstrong documentation skillscomfortable with ambiguityproblem-solvingcommunicationteam efficiencycustomer engagement
