Federato

When underwriters have real-time risk selection and portfolio insights at their fingertips, profitable growth follows!

Customer Success Operations

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

35 days ago

Salary

Not specified

6 yrs expEnglish

Job Description

• Partner closely with Customer Success leadership to design, operationalize, and scale the post-sales customer lifecycle, including onboarding, adoption, value realization, renewals, and expansion • Own Customer Success systems and data infrastructure (Salesforce-centric), ensuring clean, accurate, and actionable data across accounts, users, and personas • Define, measure, and report on customer value, including customer-specific business outcomes, usage metrics, and health scoring • Build and maintain dashboards, reporting, and operational insights to support retention, expansion, and churn risk identification • Operationalize usage and adoption tracking by user persona, identifying opportunities to increase engagement and product stickiness • Partner with Sales, Product, and Finance to align on expansion, upsell, and renewal motions, ensuring seamless handoffs and clear ownership • Identify gaps, inefficiencies, and scaling challenges in CS processes, and lead initiatives to improve tooling, workflows, and automation • Serve as a strategic thought partner to CS leaders, helping translate strategy into execution through data, process, and systems

Job Requirements

  • 6-10+ years of experience in Revenue Operations, Customer Success Operations, Sales Operations, or a related operational role, with direct ownership of post-sales motions
  • Deep experience with Salesforce, including reporting, dashboards, data models, and cross-functional workflows (CS-specific tooling a plus)
  • Strong analytical mindset with the ability to turn complex data into clear insights and recommendations
  • Proven experience defining and tracking customer health, adoption, retention, and expansion metrics
  • Comfort operating cross-functionally with Customer Success, Sales, Product, Finance, and Engineering
  • Highly organized, detail-oriented, and process-driven, with the ability to manage multiple initiatives in a fast-paced environment
  • Both a strategic thinker and hands-on executor, comfortable building from scratch and iterating as the business scales
  • Excellent communication skills and the ability to influence without authority.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

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