CX Operations Manager

Payabli

CX Operations Manager building operational infrastructure for Client Experience at Payabli. Leading initiatives in data analytics and partner health optimization in a remote role.

Posted 7/12/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CX operations and analytics, with a strong focus on data architecture, dashboard creation, and process optimization. Proficient in implementing and managing CX tools and platforms to enhance team productivity and operational efficiency.

Highest-signal resume keywords

CX Operations ManagementData Architecture and ReportingDashboard and Reporting ToolsSystem Administration of CX PlatformsAnalytical Skills and Trend Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisDashboard CreationWorkflow OptimizationProcess DocumentationTrend AnalysisOperational Infrastructure DevelopmentAI Tool Performance MeasurementAutomation ImplementationSaaS EvaluationPartner Health Scoring

Soft Skills

Strong Communication SkillsSelf-Starter MentalityAbility to Manage Competing Priorities

Tools & Technologies

CRM SystemsTicketing SystemsAnalytics PlatformsExcel/SheetsBI Tools (Looker, Tableau, Metabase)Intercom

Industry Keywords

CX SystemsFintechB2B SaaSRevenue OperationsBusiness Operations

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Serve as the system administrator and super user of all CX systems and platforms — designing and configuring features that align with department KPIs and improve team productivity, accuracy, and efficiency
Manage the CX tech stack — Lead SaaS evaluations, vendor selection, implement, and maintain the tools that CX teams depend on (CRM, ticketing, knowledge platforms, analytics, QA).
Measure AI tool performance across CX — track impact, identify new use cases, and surface opportunities to expand AI-powered capabilities
Stay informed of technological developments, best-in-class tooling, and new feature launches to inform CX system strategy
Coordinate with Engineering, Product, and company Operations on cross-functional initiatives that impact CX tooling and workflows
Document and maintain CX workflows and business processes and/or business process documentation across Partner Success, Client Support, and Technical Support, ensuring process documentation stays current as the organization scales
Surface automation opportunities and process inefficiencies through data analysis, and implement approved solutions in coordination with CX leadership
Evaluate CX processes based on operational data — identifying bottlenecks, manual work, and throughput constraints — and present recommendations to CX leadership for approval to build and implement solutions.
Build and maintain automated dashboards and reporting for CX leadership — team performance, partner health, ticket trends, SLA compliance, and operational KPIs
Build and maintain the data architecture and pipelines that connect CX activity to business outcomes, ensuring data is accessible and structured for analysis
Generate data-driven insights for QBRs, executive reviews, and board-level reporting
Analyze ticket trends, escalation patterns, and resolution data to surface product issues, process breakdowns, and resource gaps
Deliver regular performance reporting that supports executive alignment and strategic planning
Enhance and manage the partner health scoring methodology — ensuring scores are accurate, actionable, and consistently maintained across the partner portfolio
Help build predictive churn and expansion models that enable proactive intervention by Partner Success Managers
Monitor partner health indicators across the portfolio and flag at-risk accounts to CX leadership before issues escalate
Build and maintain the data infrastructure required to analyze processing volumes, merchant concentration, approval rates, and revenue trends — ensuring the right data is accessible and structured to surface growth and retention opportunities
Maintain the operational cadence of CX — recurring reports, metric reviews, process documentation, and operational housekeeping
Execute on strategic initiatives directed by CX leadership — from new tool rollouts to process redesigns to cross-functional projects
Coordinate cross-functional initiatives with Operations, Product, and Engineering that require CX operational input or alignment

Requirements

What you’ll need

5-8+ years of experience in CX operations, revenue operations, business operations, or analytics roles, preferably in payments, fintech, or B2B SaaS
Proven track record of building dashboards, reports, and operational infrastructure that drive decision-making
Strong analytical skills — comfortable with data architecture, trend analysis, and translating data into actionable insights
Experience implementing and migrating CX tools and platforms (Preferably Intercom)
Experience as a system administrator or super user of CX or support platforms (CRM, ticketing systems, analytics platforms) (Preferably Intercom)
Proficiency with data and reporting tools — Excel/Sheets at an advanced level, plus experience with BI tools (Looker, Tableau, Metabase, or similar)
Experience designing and optimizing workflows and processes in a fast-paced, scaling environment
Strong communication skills — ability to present data clearly to leadership and translate operational needs across technical and non-technical teams
Self-starter mentality with the ability to work independently, manage competing priorities, and build systems from the ground up

Benefits

Comp & perks

Competitive salary
Stock options with the potential to unlock more equity as we grow
Flexible PTO and paid parental leave
Medical, dental, & vision insurance
401K, HSA, pre-tax savings programs