Menlo Security Inc. is dedicated to enabling secure connections and collaborations globally. They are seeking a Sr. Customer Success Operations Manager to optimize their Customer Success team’s operations, ensuring efficiency and scalability while delivering exceptional value to customers.
Responsibilities:
- Manage Renewal Operations: Implement and improve the processes, workflows, and forecasting methodologies necessary to execute a frictionless, predictable renewal motion, partnering closely with Sales and Finance
- Drive Data Analytics & Reporting: Design, build, and maintain key dashboards and reporting (e.g., QBR content, executive summaries) on critical CS metrics such as Customer Health Score, Net Revenue Retention (NRR), Churn, Expansion, and Customer Lifetime Value (CLV)
- Own the CS Technology Stack: Administer, optimize, and manage the core CS systems, including Gainsight and integration with other tools
- Optimize the Customer Lifecycle: Design, document, and implement scalable customer journey playbooks (e.g., Onboarding, Adoption, Renewal) that define the right human-led and digital touchpoints to ensure customers achieve their desired outcomes
- Serve as a Strategic Operations Advisor: Act as the primary thought partner to CS Leadership, identifying process bottlenecks, proposing efficiency improvements, and driving strategic projects that enable the team to scale operations globally
- Support CS Enablement: Collaborate with the enablement team on training, documentation, and best practices around new tools, processes, and playbooks to ensure CSMs operate with clarity and consistency
- Foster Cross-Functional Alignment: Collaborate with Sales, Marketing, and Product teams to align CS data, processes, and metrics with the broader go-to-market strategy, ensuring a unified customer experience
Requirements:
- 5+ years of experience in Customer Success Operations or Revenue Operations at a B2B SaaS technology company or 5+ years of relevant Consulting experience with a focus on Customer Success transformation
- Expert-level proficiency in Customer Success Platforms (e.g., Gainsight) including configuration, administration, reporting, and maintenance
- Advanced understanding and hands-on experience with CRM systems (e.g., Salesforce) and how they integrate with CS tools
- Proven analytical skills with the ability to translate complex data sets into clear, actionable business recommendations and create executive-level reports
- Exceptional written and verbal communication skills, with experience presenting complex operational strategies to leadership and enabling frontline teams
- Demonstrated ability to manage multiple complex, cross-functional projects simultaneously and drive them to completion
- Experience with renewal forecasting, Customer Health Score modeling, and/or proficiency in data visualization tools (e.g., Tableau)