3 часа назад
CS Operations Specialist (Salesforce)
100 000 - 165 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
CS Operations Specialist (Salesforce): Managing end-to-end customer renewal operations and the Salesforce systems that support Customer Success with an accent on contract coordination, data accuracy, health scoring, and forecasting. Focus on building renewal and expansion reporting, maintaining integrations and workflows, and coordinating Legal, Finance, Sales, and Customer Success under deadlines.
Location: Hybrid at HQ in San Francisco, California; strong preference for candidates based in the Bay Area, with in-person collaboration on Mondays and Thursdays.
Salary: $100,000–$165,000 annually, plus equity
Company
is a mission-driven software company building products for state and county government agencies, initially focused on child welfare and broader social services.
What you will do
- Own the master tracking and end-to-end execution of customer renewals.
- Capture deal terms at handoff and coordinate with Contracts and Finance on agreements, pricing, billing, and invoicing.
- Follow up with customers and internal teams until contracts are executed and invoices are confirmed, then update Salesforce.
- Administer the Customer Success Salesforce object model, including data hygiene, permissions, workflows, renewal data, account data, and health data.
- Maintain integrations supporting health scoring and account provisioning.
- Define adoption, renewal, and expansion playbooks, segmentation logic, health score methodology, forecasting rollups, and reporting dashboards.
Requirements
- 2–5 years of experience in renewals operations, deal desk, Customer Success or sales operations, contracts coordination, or order management.
- Proficiency with Salesforce administration.
- Ability to read and track contract terms without negotiating them.
- Strong analytical and reporting skills, including experience with BI tools such as Metabase or Sigma.
- Ability to manage multiple Legal, Finance, Sales, and Customer Success workstreams under deadlines.
- Strong attention to detail, proactive communication, and comfort with seasonal renewal volumes.
Nice to have
- Experience with Maxio, LinkSquares, and DocuSign or other e-signature tools.
- Experience in a SaaS or subscription business.
Culture & Benefits
- Mission-driven, inclusive workplace focused on trust, autonomy, empathy, and continuous improvement.
- Medical, dental, vision, and life insurance with 99% of premiums covered for employees and dependents.
- Flexible vacation, 13 paid holidays, separate sick and mental health time, and 16 weeks of paid parental bonding leave.
- 401(k), commuter benefits, FSA, DCFSA, paid jury duty, and a four-week sabbatical after four years.
- Annual learning and development reimbursement, office setup reimbursement, and monthly effective-work reimbursement.
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