Technical Architect overseeing Customer Success operations aiming for efficiency and value creation. Focused on creating and optimizing automated processes for customer journeys at Cortex.
Responsibilities
Design and keep up to date all documentation for customer journeys and internal Customer Success (CS) processes.
Develop, implement, and maintain all automation flows (playbooks, triggers, alerts, and Health Scores) for the three service streams: Acquisition, Engagement, and Legacy.
Configure and manage knowledge snippets, in-app guides, and checklists that support the customer journey, ensuring alignment with Vitally flows.
Continuously refine customer health metrics, adjusting weights and triggers so they accurately reflect customer success at each stage of the lifecycle.
Ensure correct integration and data flow across the CS ecosystem tools, guaranteeing a single, reliable view of the customer.
Monitor the performance of automations and processes, identify bottlenecks, and propose continuous improvements to increase team efficiency and the effectiveness of the service streams.
Requirements
Proven experience in Customer Success Operations (CS Ops), Revenue Operations (RevOps), or process/project areas focused on Customer Success.
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