Revenue Operations Manager – Customer Success
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Revenue Operations Manager analyzing Customer Success data and optimizing processes in B2B SaaS environment. Collaborating with Customer Success leadership for improved retention and revenue growth.
Responsibilities:
- Ensure CS leaders have the processes and data they need to act proactively rather than reactively.
- Partner with Customer Success leadership to define and refine the customer journey, identifying friction points and building scalable processes that improve time-to-value, engagement, and retention.
- Design and implement customer health scoring models that combine product usage, engagement signals, support activity, and financial data to give the CS team a clear, prioritized view of their book of business.
- Monitor and analyze the full post-sale funnel, from onboarding completion to renewal and net revenue retention, to give leadership a clear picture of what's working and what isn't.
- Track and report on key CS metrics including gross and net retention, expansion revenue, churn drivers, time-to-value, and customer health trends, surfacing opportunities to improve outcomes.
- Partner with others in Revenue Operations and Finance to align on KPIs and ensure CS data flows cleanly into company-wide reporting and forecasting.
- Build and own the renewal and expansion forecasting framework, giving leadership accurate, data-driven visibility into upcoming revenue events and risk.
- Own key parts of the annual planning process, from headcount and capacity needs across the CS org to driving analyses to support the setting of the renewals and expansion revenue targets.
- Design, build, and maintain core Customer Success dashboards in Salesforce and Power BI that automate recurring reporting, reduce manual effort across the team, enhance visibility into performance, and drive action.
- Build ad hoc analyses and dashboards in excel, with an effort to create into automated reporting when necessary.
- Establish a single source of truth for CS performance metrics by working with central teams to connect data across different tools and key systems.
- Ensure stakeholders have timely, accurate, and self-serve access to the metrics that matter most.
- Own the CS tech stack configuration and optimization within Salesforce and related tools, ensuring flows, automation, and data capture support the team's evolving needs.
- Champion a data-first mindset within the CS organization by making analytics accessible and actionable for non-technical stakeholders.
- Create documentation, training, and self-serve resources so CS leaders and CAMs can answer their own questions with confidence.
- Establish best practices for data governance, naming conventions, and metric definitions to ensure consistency across the post-sale organization.
Requirements:
- 7+ years of experience in revenue operations, customer success operations, or a related data role, ideally in a B2B SaaS environment.
- Hands-on proficiency with Salesforce (CRM data, account/opportunity objects, renewal workflows)
- Excellent proficiency in excel
- Deep understanding of post-sale metrics and motions - net revenue retention, churn analysis, health scoring, renewal forecasting, and expansion pipeline management.
- Experience designing and operationalizing customer health scores and early-warning frameworks.
- Experience collaborating cross functionally with Finance, HR, and Sales to align on data definitions and shared reporting infrastructure.
- Strong business acumen and understanding of B2B SaaS customer lifecycle dynamics with the ability to connect CS data to business outcomes.
- Excellent communication skills with a track record of translating complex analysis into clear recommendations for senior stakeholders.
- Self-starter mentality with the ability to work autonomously, manage multiple projects and prioritize in a fast-moving environment.
Benefits:
- Competitive Base + Incentive Plan
- Stock Options
- Health and Welfare Plans*
- Life and Disability Plans*
- Retirement Plan*
- Unlimited Flexible Paid Time Off......including your birthday off!
Similar Jobs
Manager, Revenue Operations
Manager, Revenue Operations leading invoicing and collections at Elite Technology's cloud-native SaaS platform. Driving automation and optimization for revenue growth and data integrity.
Director, Revenue Operations
Director of Revenue Operations overseeing revenue operations across sales and marketing in a remote-first environment. Leveraging AI tools to enhance operational efficiency and customer experience.
Product Owner – Revenue Operations
Senior Product Owner driving the evolution of CRM and Revenue Operations capabilities at AspenTech. Leading discovery and delivery of enhancements for the full customer lifecycle.
RevOps Applications & Automation Manager
RevOps Apps & Automation Manager overseeing CX Tech stack and driving automation in revenue operations. Collaborating with various teams to optimize workflows and ensure success metrics.
Senior RevOps Engineer
Senior RevOps Engineer at Bettercomp, managing the revenue tech stack and driving analytics leadership across GTM strategies. Collaborating with multiple functions to build the operational roadmap for scaling business efforts.
Revenue Operations Specialist
Revenue Operations Specialist managing data and optimizing workflows for revenue generation at Linxup. Collaborating across teams to enhance operational efficiency and drive revenue growth.
Director, Revenue Operations
Director of Revenue Operations leading Flosum's revenue infrastructure, transforming GTM motions into a data-driven engine. Collaborating directly with the CEO and all customer-facing teams for operational excellence.
Revenue Enablement Associate
Revenue Enablement Associate transforming raw traffic data into actionable insights for affiliate network. Building tools and maintaining compliance to optimize performance and protect reputation.
Senior Manager, Revenue Operations Systems
Sr. Manager at Bamboo Health optimizing go-to-market systems with Salesforce. Leading strategic initiatives and managing a Salesforce Administrator for revenue operations.
RevOps Consultant
Revenue Operations Consultant at Go Nimbly advising high-growth companies on enhancing their revenue operations. Involves working closely with clients on technology stack and processes.
Revenue Operations Manager
Manager of Revenue Operations leading the RevOps stack for a growing private membership community supporting founders and CEOs.
Accounts Receivable, Revenue Operations Specialist
Accounts Receivable & Revenue Operations Specialist providing financial support to startup clients. Taking ownership of revenue cycle operations in a fully remote role.
Revenue Operations Director, Client Success
Revenue Operations Director collaborating with Client Success and RevOps teams at Innovid. Driving operational improvements and fostering client revenue retention and growth.
Revenue Operations Analyst
Revenue Operations Analyst assisting sales team with RFPs and workflow improvements at Optro, a prominent SaaS firm specializing in audit and risk solutions.
Director of Revenue Operations
Director of Revenue Operations leading SalesOps for a B2B performance marketing agency driving pipeline and scaling brands in SaaS.
Director of Revenue Operations
Director of Revenue Operations leading SalesOps for Directive Consulting's performance marketing efforts. Overseeing complex projects and mentoring a SalesOps team while ensuring high ROI for clients.
Senior Revenue Enablement Specialist
Senior Revenue Enablement Specialist optimizing seller readiness and impact for DataRobot's AI solutions. Driving enablement programs and collaborating with sales, product, and marketing teams.
Clinical Revenue Manager
Clinical Revenue Manager managing healthcare revenue cycle projects and client relationships. Responsible for project deliverables, timelines, and fostering client success.
Revenue Operations Intern
Revenue Operations Intern analyzing sales and marketing data for EverCommerce. Supporting internal process improvements and collaborating with various teams in a remote setting.
Revenue Operations Intern
Revenue Operations Intern at Reveleer, a healthcare data and analytics company. Supporting CRM updates, data analytics, and RevOps projects to enhance business performance.