Fieldguide

Powering the future of trust with modern software for assurance & advisory firms.

Senior Manager, CS Operations

OperationsOperationsFull TimeRemoteTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

California

Posted

124 days ago

Salary

$135K - $160K / year

Bachelor Degree5 yrs expEnglishBig QueryTableau

Job Description

• Own the systems, data, and processes that power a world-class Customer Success organization • Partner closely with CS Leadership, RevOps, Product, and GTM Systems to ensure our platforms support an efficient, insights-driven customer journey • Design and implement scalable playbooks, automated workflows, verified outcome tracking, and reporting frameworks • Build CS dashboards and reporting frameworks for GRR, NRR, health trends, pacing, verified outcomes, and renewal forecasts • Pull and synthesize data from multiple sources to build centralized Tableau dashboards • Lead CS enablement strategy for onboarding, tool rollouts, new playbooks, and process changes • Create and maintain internal documentation and self-service content

Job Requirements

  • 5–8+ years of experience in Customer Success, CS Operations, RevOps, or similar roles, ideally in B2B SaaS
  • Track record of building CS systems and processes from scratch and driving measurable improvements in CS performance
  • Strong systems acumen with the ability to work across Salesforce, Amplitude, Vitally, BigQuery, and Tableau; you don’t need to be an engineer, but you should know how to structure data and partner closely with RevOps or GTM Systems to drive automation and reporting
  • Proven ability to design repeatable playbooks, enable CS teams through change, and scale impact across a growing team
  • Exceptional program management and stakeholder communication skills
  • Passion for driving efficiency, clarity, and customer outcomes through great systems and design
  • Bonus: You have relevant industry experience as a practitioner at an audit/advisory firm

Benefits

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits, including a bundle of free therapy sessions
  • Technology & Work from Home reimbursement
  • Flexible work schedules

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