19 часов назад
Client Success Operations Manager (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Success Operations Manager (AI) (B2B SaaS and client success operations): Building the systems, reporting, and lifecycle workflows that support renewals, expansions, client health, and retention performance with an accent on CRM data quality, forecasting, and AI-powered automation. Focus on designing operational cadences, surfacing risk and expansion signals, and connecting Client Success, Sales, Finance, BI, and Product through actionable insights.
Location: South Jordan, Utah, United States
Company
Technologies delivers strategic intelligence by applying AI and proprietary methods to open-source data, helping organizations protect technology, talent, and supply chains from nation-state risks.
What you will do
- Build and maintain dashboards for renewals, expansions, NRR/GRR, client health, and churn risk.
- Own renewal pipeline operations, including forecasting cadence, stage hygiene, and leadership reporting.
- Support expansion workflows with Sales and Sales Operations, including opportunity identification, CS-to-Sales handoffs, and pipeline tracking.
- Design and document client lifecycle playbooks covering onboarding, adoption, escalation, renewal, and expansion.
- Identify and scale AI-powered workflows that automate operational tasks and surface risk and expansion signals.
- Run the Client Success operating cadence and partner with Finance, BI, Onboarding, Implementation, Strategy, and Product on data reconciliation and client feedback.
Requirements
- 1–3 years of experience in customer success operations, sales operations, or customer success, ideally in B2B SaaS.
- Experience designing and implementing client lifecycle processes adopted across a team.
- Strong experience administering and optimizing CRM and Client Success tools, including Salesforce, workflow automation, and data hygiene.
- Experience building retention and growth reporting, renewal forecasts, pipeline visibility, and client health metrics.
- Hands-on experience applying AI tools such as LLM assistants, AI agents, or workflow automation to operational work.
- Strong communication, relationship-building, prioritization, and execution skills across multiple functions.
Nice to have
- Experience with SQL or BI tools such as Databricks or DOMO.
- Experience building AI-assisted reporting or agentic workflows.
- Familiarity with capacity and compensation planning for Client Success teams.
- Experience supporting clients in regulated or security-conscious industries.
Culture & Benefits
- Global-facing role supporting a distributed Client Success organization across regions and time zones.
- Individual contributor position reporting to the Director of Revenue Operations.
- Competitive compensation and company equity options.
- Flexible PTO, wellness reimbursement, and paid parental leave.
- US holidays with office closure, comprehensive medical, dental, and vision insurance, and a 401(k) plan.
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