About The Position

In this role, you'll play a vital part in improving customer success through strategic planning and operational excellence. You will collaborate closely with various teams such as Product, Marketing, Sales, and Operations to create scalable processes that enhance customer adoption and drive growth. Your insights will help shape key initiatives and ensure the Customer Success team has reliable systems in place. By focusing on data-driven decisions, you'll contribute to the overall effectiveness of customer engagement and experience.

Requirements

  • Bachelor’s degree in Business Administration, Economics, Finance, or related field.
  • 5+ years of experience in revenue operations, sales operations, sales strategy, or similar roles, preferably in a Fintech or SaaS company.
  • Strong strategic thinking and ability to analyze marketing effectiveness and ROI.
  • Experience in fast-scaling, high-growth environments with a focus on accuracy and trust.
  • Exceptional collaboration skills with the ability to communicate effectively across teams.
  • Data fluency, with strong modeling skills in Excel and experience with BI/Dashboarding platforms like Tableau.
  • Extensive experience with Salesforce and other GTM systems such as ZoomInfo, Salesloft, Gong, HubSpot, and Calendly.

Responsibilities

  • Partner with Sales and Customer Success teams on bookings and plan modeling, including target setting and capacity modeling.
  • Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities.
  • Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews.
  • Leverage analytics to measure customer success KPIs and guide the team toward achieving operational targets.
  • Drive alignment among leadership stakeholders to support seamless go-to-market execution.

Benefits

  • Ability to work remotely and maintain a flexible schedule.
  • Opportunities for professional development and career growth.
  • Supportive and collaborative work environment.
  • Diversity and inclusion values are prioritized.
  • Access to cutting-edge tools and technologies.
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