Customer Success Ops
Core
Operational right hand to Sr. Director of GTM Operations, owning systems, data, and reporting to enable Account Management to retain and grow revenue.
Role type
Customer Success Operations (RevOps adjacent)
Builds
HubSpot data integrity, standardized deal motions, customer health score inputs, cohort reporting, and customer operations documentation.
Domain
B2B SaaS (earned-media / digital-PR)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Business acumen (NRR, GRR, retention metrics), HubSpot administration (data, workflows, custom properties), data hygiene, SOP creation, independent problem solving, AI tool usage (Claude/GPT)
Preferred skills
CS platform administration (ChurnZero, Planhat), automation tools (Make, Clay, ClickUp), customer health scoring frameworks
Technologies
HubSpot, PandaDoc, Slack, ClickUp, LVX, Claude, GPT, Make, Clay
Responsibilities
Clean contract and renewal data, standardize AM motion from proposal to signed contract, audit customer/expansion data for forecasting, build cohort reporting, capture Slack requests via internal AI, maintain customer operations documentation library
Seniority
Mid-level, hands-on IC