
Customer Success Operations Manager
Vasion
full-time
Posted on:
Location Type: Hybrid
Location: St. George • Utah • United States
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About the role
- Own the administration, configuration, and optimization of our CS platform.
- Evaluate, implement, and integrate new tools that improve team productivity and customer visibility
- Serve as the internal subject-matter expert for CS technology, providing training and support to the broader team
- Partner with Business Operations to ensure clean data flows across the CRM and CS tech stack
- Collaborate with the Business Intelligence team to build and maintain dashboards and reports that surface key CS metrics — NRR, health scores, engagement trends, and more
- Translate data into actionable insights for CS leadership to inform strategy and resource allocation
- Establish a consistent data governance framework to ensure accuracy and reliability across CS reporting
- Conduct ad hoc analyses to investigate churn drivers, expansion patterns, and customer behavior
- Collaboration with GTM Compensation team on plan design and execution
- Design, document, and iterate on scalable onboarding programs and customer journey playbooks
- Collaborate with CS Managers to identify gaps in the customer experience and build operational solutions
- Develop and maintain a CS playbook library covering key moments: onboarding, QBRs, escalations, expansions, and renewals
- Partner with Enablement or L&D to ensure playbooks are adopted and consistently executed by the team
- Internal enablement and best practices
- Build and maintain a renewals forecasting model that gives leadership clear visibility into upcoming renewals and risk
- Develop early-warning systems using health score data, usage signals, and engagement trends to flag at-risk accounts
- Support the renewals process operationally — tracking renewal timelines, coordinating with Finance and Legal as needed, and ensuring no renewal falls through the cracks
- Produce regular churn analysis reports to identify systemic risk factors and inform proactive retention strategies
Requirements
- 3–5 years of experience in Customer Success Operations or a closely related field at a B2B SaaS company
- Hands-on experience administering a CS platform (Gainsight, Client Success, ChurnZero, Totango, etc.) and Salesforce
- Strong analytical skills with proficiency in Excel/Google Sheets
- Proven ability to design and document processes and playbooks that non-operational teams can actually follow
- Comfortable working with ambiguity and building structure where little exists
- Excellent communication skills — you can translate complex data into clear narratives for non-technical stakeholders
- Detail-oriented and highly organized, with the ability to manage multiple projects simultaneously
- Nice to Have
- Familiarity with customer health scoring methodologies
- Background in customer success or account management prior to moving into operations
Benefits
- Flexible work environment
- Vacation Bonus
- Flexible paid time off
- Paid parental leave
- Competitive pay
- A full suite of traditional benefits
- Training/Advancement opportunities
- 401k with company match and immediate vesting
- Financial wellness education
- Company-contributed HSA
- Onsite perks include gym, pickleball, snacks & drinks, arcade, theater room, etc.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CS platform administrationdata governancechurn analysisrenewals forecastingcustomer health scoringprocess designdata analysisreportingdashboard creationproject management
Soft Skills
analytical skillscommunication skillsdetail-orientedorganizational skillscollaborationproblem-solvingadaptabilitytrainingsupportstrategic thinking