
Revenue Operations Specialist, Customer Success
Triple Whale 🐳
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $90,000 - $115,000 per year
About the role
- Own and optimize Customer Success reporting across the full post-sale lifecycle, from onboarding through renewal and expansion
- Partner closely with Customer Success, Sales, Support, and RevOps to ensure clean handoffs and consistent customer data
- Maintain and improve CRM and CS workflows (HubSpot and integrated CS tools)
- Monitor customer health, product usage, retention, churn, and expansion signals, surfacing actionable insights
- Build dashboards and reports that help CS leadership prioritize accounts and make fast, confident decisions
- Support onboarding, QBRs, renewals, and expansion processes with accurate data and scalable systems
- Ensure accurate account lifecycle tracking, including onboarding status, health scoring, and renewal readiness
- Support customer segmentation, health scoring, routing, and lifecycle definitions
- Identify gaps, inefficiencies, and opportunities across CS tools, processes, and data
- Help implement and document scalable RevOps and CS Ops best practices as the company grows
- Support and maintain system integrations used by the Customer Success team
Requirements
- 2+ years of experience in Revenue Operations, Customer Success Operations, or a related role
- Strong working knowledge of CRM systems and CS tooling (HubSpot experience a plus)
- A data-driven mindset with comfort analyzing retention, churn, expansion, and usage metrics
- Ability to translate messy customer data into clear insights and recommendations
- Experience collaborating cross-functionally with Customer Success, Sales, Support, and Ops teams
- High attention to detail paired with a bias toward action
- Comfort moving quickly in a fast-paced, high-growth environment
- Curiosity, ownership, and a genuine desire to make systems, and customer experiences better
Benefits
- Equal opportunity employer
- Celebrates diversity and promotes an inclusive environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer Success reportingCRM systemsdata analysisdashboard creationhealth scoringcustomer segmentationsystem integrationsRevOps best practicesCS workflowsmetrics analysis
Soft Skills
attention to detailcollaborationcuriosityownershipaction-orientedcommunicationproblem-solvingadaptabilityinsight generationfast-paced environment