Everway

Unlocking the full potential of every person.

Revenue Operations Partner – Customer Success

Revenue OperationsRevenue OperationsFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

19 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglishSalesforceSQLTableau

Job Description

• Serve as a trusted partner to the Chief Customer Officer and the Customer Success (CS) organization, driving the optimization of the customer experience at scale. • Be a data expert that can take and understand disparate data to draw conclusions and recommendations for improvements across multiple systems • Assume responsibility for the development and management of reports, providing proactive insights to the Chief Customer Officer (CCO), Revenue Operations, Customer Operations leadership, and the Senior Leadership Team to drive results in retention, mitigate churn, and ensure accuracy. • Contribute to the definition and scaling of processes for the post-sales life cycle, encompassing smoother transitions from sales to CS client handoff, development of playbooks categorized by CS customer segment, territory design, and optimization of CSM customer workflows. • Design sophisticated, yet streamlined and powerful workflows to automate manual tasks and enable the organization's Customer Experience (CX) team to effectively acquire, retain, and engage customers at scale. • Deliver concise, actionable recommendations grounded in comprehensive data analysis across all facets of the post-sale customer lifecycle, including root cause analysis of churn and customer health tracking. • Possess an innate capability to discern the critical questions, accurately interpret the data's narrative, and determine the appropriate course of action based on the analytical results. • Communicate insights effectively across diverse stakeholder groups by tailoring content, framing, and level of detail to suit the respective audience. • Skillfully aggregate data from multiple sources, expertly deliver insights, and collaborate with various teams to enhance overall program performance. • Identify and implement process improvements to eliminate manual reporting and enhance visibility into key metrics, goals, and budgetary allocations. • Create and develop reporting and playbooks leveraging Artificial Intelligence (AI) to furnish accurate information with greater rapidity, thereby enabling the CS organization to better serve customers without requiring additional resourcing. • Be accountable for recommending and executing continuous improvements to reporting and processes based on observed trends. • Oversee the implementation of new technologies and provide recommendations for the constant enhancement of the CS Technology Stack.

Job Requirements

  • 5+ years of experience (preferably in a Saas) in CS/Renewals Operational Management, or history in FP&A, consulting or finance; focused on customer retention and renewals performance reporting.
  • Independent and resourceful problem solver who proactively makes connections across teams
  • Naturally curious and follows threads in data without needing to be prompted
  • Experience in revenue and CRM Platforms including but not limited to Salesforce.com, Gainsight, Gong, Google Sheets, Excel, Tableau, and QuotaPath. SQL experience a plus
  • Evidence of collaborating with different departments, across different geographies to deliver standardized and scalable reporting solutions
  • Demonstrated track record of proactively identifying customer trends and turning insights into action
  • A working knowledge of sales processes, forecasting methodologies, and financial reportings and an ability to make the complex simple
  • Proven success of leveraging AI tools (e.g. ChatGPT, Google Gemini, etc.)

Benefits

  • Competitive salary with bonus opportunities
  • Flexible work schedules
  • Comprehensive health and wellness benefits
  • Flexible time off plans
  • Career growth through development programs
  • Collaborative, innovative culture

Related Categories

Related Job Pages

More Revenue Operations Jobs

Director, Revenue Operations

Align Technology

Align Technology is dedicated to transforming lives by improving the journey to a healthy, beautiful smile.

Revenue Operations19 days ago
Full TimeRemoteTeam 10,001+Since 1997H1B Sponsor

Director of Revenue Operations focusing on GTM strategies at A-LIGN.

United States

Branch Manager Northwest Valley District

Liatrio

Your DevOps and Cloud Transformation Experts!

Revenue Operations19 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is muc...

California
$37.5K - $67.3K / hour

Director, Revenue Enablement

PayNearMe

Every payment. Every time.

Revenue Operations19 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor

Director of Revenue Enablement driving buyer-centric strategy at PayNearMe

California
$200K - $215K / year

Revenue Operations Manager

Rula

Our mission is to make mental healthcare work for everyone.

Revenue Operations20 days ago
Full TimeRemoteTeam 201-500Since 2019H1B No Sponsor

Revenue Operations Manager managing financial targets and capacity planning

Hawaii
$137.7K - $153.9K / year