3 дня назад
Customer Success Operations Manager (B2B SaaS)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Customer Success Operations Manager (B2B SaaS): Building and operating the systems, coverage models, forecasts, and reporting that enable CSMs to drive renewals and expansion with an accent on CRM operations, retention metrics, data integrity, and process automation. Focus on reconciling ARR across HubSpot, Stripe, and Hex, improving health and renewal signals, and standardizing onboarding, QBR, churn, and escalation workflows.
Location: Miami, United States; hybrid
Company
is a B2B SaaS company focused on customer success and revenue growth.
What you will do
- Own CSM account assignments, book rebalancing, customer segmentation, tier definitions, and capacity modeling.
- Manage the CSM workspace in HubSpot, including views, properties, dashboards, manager roll-ups, and forecast reporting.
- Run the weekly renewal forecast process and maintain renewal dates, stages, risk flags, and leadership roll-ups.
- Track onboarding and adoption milestones and create usage and value data packs for QBRs and renewal conversations.
- Own GRR, NRR, churn, expansion, ARR reconciliation, attribution, and CSM compensation inputs across HubSpot, Stripe, and Hex.
- Improve data integrity, automate recurring work with GTM Engineering, and document processes and enablement materials in Notion.
Requirements
- 4+ years, typically 4–7, in Customer Success Operations, Revenue Operations, or GTM/Sales Operations at a B2B SaaS company.
- Meaningful experience supporting CSM or renewals teams and owning recurring operational processes end to end.
- Strong understanding of recurring-revenue mechanics, including GRR, NRR, churn, expansion, upgrades, and co-terming.
- Strong CRM operations experience; HubSpot is strongly preferred, including objects, properties, workflows, routing, and reporting.
- Analytical and automation skills, including reconciliation across CRM, billing, and product-usage data.
- Clear communication, discretion with compensation and customer data, and the ability to work with CSMs and senior CS leaders.
Nice to have
- Experience with Gainsight, Catalyst, Totango, product analytics, Hex, Looker, Mode, SQL, or Stripe.
- Familiarity with DealHub, Gong, Orum, Apollo, and Notion.
Culture & Benefits
- Full-time hybrid work in Miami.
- Lean operating model with direct ownership and collaboration with GTM Engineering.
- Daily collaboration with CSMs, CS managers, CS leadership, Finance, Product, Strategy & Analytics, and Enablement.
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