Sales Operations Lead
Core
Lead Sales Operations for the AMER Customer Success organization by optimizing workflows, data, and reporting to improve retention, expansion, and customer health.
Role type
Sales Operations Lead (Customer Success focus)
Builds
Scalable systems and processes for the Customer Success lifecycle from closed-won through renewal.
Domain
SaaS / AI Development Infrastructure
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Pylon administration, Salesforce workflow management, data hygiene, reporting and dashboarding, process improvement, stakeholder partnership, analytical problem solving
Preferred skills
Customer Success platform experience (Totango, Gainsight, Vitally), renewal forecasting, capacity planning, integration management, SOP development
Technologies
Pylon, Salesforce, Clari, Gong, Nooks, Dealhub, DocuSign, ZoomInfo, 6sense
Responsibilities
Own and improve Pylon workflows and automations; build reporting on customer health, NRR, GRR, and CSM productivity; manage systems supporting CS including integrations; design playbooks for onboarding, QBRs, and renewals; partner with Sales on handoffs; analyze CS and revenue data; support renewal forecasting and capacity planning; troubleshoot operational issues; optimize Salesforce workflows connecting Sales and CS; improve enablement documentation.
Seniority
Mid-level, hands-on IC