Accountabilities

Own and optimise the Customer Success technology stack, including HubSpot, Gong and Custify, or equivalent platforms, ensuring effective health scoring, workflow automation and data hygiene.

Design, document and maintain standardised playbooks for customer onboarding, adoption, renewals and escalations.

Identify, evaluate and implement AI-enabled workflows that reduce manual Customer Success activities, improve efficiency and surface customer risks earlier.

Facilitate and co-own the renewal forecasting process in partnership with Customer Success leadership.

Develop and maintain KPI frameworks, dashboards and reporting systems covering retention, renewals, expansion and customer health.

Lead recurring business reviews and forecasting activities, translating operational data into clear insights, risks, trends and recommendations for leadership and executives.

Coordinate annual NPS surveys, analyse results and develop action plans to improve customer experience.

Analyse data across multiple systems to identify the factors influencing customer churn and expansion, recommending opportunities for improvement.

Manage customer segmentation and support capacity planning to ensure appropriate coverage across the customer base.

Establish operating cadences, planning processes and capacity models that improve predictability and support the team's growth.

Collaborate with Sales, Product, Finance and Support to align customer handoffs, renewal forecasts and feedback processes.

Lead cross-functional initiatives from initial scoping through implementation, influencing stakeholders without direct authority and measuring outcomes.

Build a consistent customer health and risk model that is trusted and actively used by Customer Success teams and leadership.

Develop self-service reporting and operational visibility that reduce ad hoc requests and help identify risks and bottlenecks early.

Requirements

At least 5 years of experience in Customer Success Operations, Revenue Operations, Strategy & Operations or a related field.

Hands-on experience with HubSpot and a Customer Success platform such as Custify or a comparable solution.

Proven ability to build and implement operational playbooks, reporting frameworks and operating cadences that teams consistently adopt.

Strong analytical skills, with the ability to consolidate complex or fragmented data from multiple systems into meaningful insights and recommendations.

Excellent written and verbal communication skills, including the ability to present findings and recommendations to senior leadership.

Demonstrated experience leading cross-functional initiatives and influencing stakeholders without direct management authority.

Ability to work effectively in a fast-paced environment, creating structure and scalable processes while maintaining execution momentum.

Additional assets: Experience in B2B SaaS or enterprise software, implementing AI tools in Customer Success or Revenue Operations, or building a Customer Success Operations function from the ground up and supporting its growth.

Benefits

Annual compensation range of USD $120,000–$130,000 for the United States-based position. A separate salary range for Canada is not specified.

Remote work arrangement, with Canada listed as an eligible location.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

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