Onsite Customer Success Operations

Posted 13 hours ago

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About the role

  • 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
  • Strong cross-functional communication skills

Benefits

  • health insurance (medical, dental, vision)
  • a retirement savings plan
  • paid time off
  • other employee benefits

Job title

Customer Success Operations

Job type

Experience level

JuniorMid level

Salary

$71,300 - $118,300 per year

Degree requirement

Bachelor's Degree

Location requirements

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