Customer Success Operations Specialist
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Job Description
Customer Success Analyst serving as technical owner of PlanHat and Skilljar, managing integrations and workflows. Focused on optimizing customer success platforms in a remote environment.
Responsibilities:
- Serve as the primary administrator for PlanHat, managing user roles, permissions, and the overall health of the platform.
- Manage and monitor data syncs between PlanHat and other internal databases.
- Build and maintain complex "Playbooks" and workflows that trigger based on customer behavior.
- Design and manage automated email notifications and customer health alerts.
- Create custom views and executive-level dashboards that track Portfolio Health and CS Manager productivity.
- Take full ownership of Skilljar, ensuring the platform is optimized for internal employee enablement and external customer training.
- Lead the creation and organization of new LMS courses.
Requirements:
- 2–4 years of experience in Revenue, Sales, or CS Operations within a B2B SaaS environment.
- Hands-on administration experience in PlanHat (or a comparable CSP like Gainsight, Totango, or ChurnZero) and Skilljar (or a comparable LMS like Gainsight CE or Docebo).
- Experience managing complex data integrations and a strong understanding of relational databases.
- Ability to deeply understand the customer success team’s needs and translate them into clear, outcome-based user stories.
Benefits:
- Health insurance
- Remote work options
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