CareerPlan

Strategy & Operations, Customer Success

Remote - USFull-time2026-01-20 → 2026-11-11

Core

Drive strategy, processes, and data-driven insights to optimize customer health, retention, and revenue growth for a Customer Success team.

Role type

Senior Strategy & Operations Manager (Customer Success)

Builds

SaaS customer success operations, lifecycle programs, and data-informed strategic frameworks.

Domain

SaaS / Customer Success / Revenue Operations

Required skills

Strategic planning, process improvement, data analysis, CRM reporting, stakeholder management, change management, financial literacy, SaaS domain knowledge

Preferred skills

HubSpot experience, fast-growth SaaS environment experience, customer segmentation expertise

Technologies

CRM, health scoring platforms

Responsibilities

Develop and refine CS processes and workflows; Analyze metrics (NRR, GRR, churn) to refine strategies; Optimize the end-to-end customer journey; Support strategic planning (headcount, capacity, quotas); Drive process improvements and KPI implementation; Optimize CS systems and tools; Collaborate cross-functionally with Sales, Product, and Finance; Lead change management for new workflows.

Seniority

Senior, hands-on IC with strategic oversight