Customer Success Operations Specialist at Grata optimizing processes for Customer Success team and supporting revenue growth through operational effectiveness.
Responsibilities
Partner with CS leadership to design and optimize processes across onboarding, renewals, expansions, and customer health management
Own and administer the CS tech stack (e.g., Vitally)
Build and maintain reporting for renewal forecasting, churn analysis, customer health scoring, and expansion tracking
Support renewal and expansion workflows, including pipeline management, risk identification, and cross-functional coordination with Sales and Finance
Identify operational inefficiencies and implement scalable solutions that improve visibility, productivity, and retention outcomes
Requirements
2–3+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, or a similar analytical role within a SaaS environment
Strong understanding of SaaS retention metrics (NRR, GRR, churn, renewal forecasting) and customer lifecycle management
Experience working in Salesforce and a CS platform (Vitally, Planhat, Gainsight, Totango, etc.)
High analytical rigor with strong Excel/Google Sheets skills
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