Intern, Customer Success

workatoBoston, MA
34d$22 - $28

About The Position

We are seeking an exceptional Customer Success Operations Intern to join our expanding team. In this role, you will: Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations Write extensive business process and technical documentation for existing and new processes Utilize OpenAI/Claude or internal AI capabilities to modernize and improve day-to-day operations Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems Take ownership of daily and weekly tasks that bolster various business processes Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements

Requirements

  • Education: Bachelor's degree required. Business or technical focus preferred
  • Able to commit to a 6-12 month role and a 40 hour work week
  • Experience working with Salesforce
  • Experience automating business processes, preferably with Workato
  • Diligent thinker who gets things done without overlooking important details
  • Strong quantitative capabilities with a passion for numbers and analytics
  • Intermediate SQL knowledge
  • Strong in AI prompting and creative application of AI
  • Hyper organized
  • Self-starter with the ability to drive projects from inception to completion.
  • Natural drive for innovation and creative problem-solving.
  • Exceptional attention to detail and follow-through.
  • Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills.
  • Manage multiple concurrent projects with various deadlines.
  • Strong analytical skills, adept at pulling, analyzing, and communicating business insights.

Responsibilities

  • Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams
  • Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes
  • Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks
  • Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner
  • Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations
  • Write extensive business process and technical documentation for existing and new processes
  • Utilize OpenAI/Claude or internal AI capabilities to modernize and improve day-to-day operations
  • Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems
  • Take ownership of daily and weekly tasks that bolster various business processes
  • Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements
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