Customer Success Operations Specialist

Job Summary

A company is looking for a Customer Success Operations Specialist to design, optimize, and scale processes that empower Customer Success efforts.

Key Responsibilities

• Build and document repeatable workflows for customer onboarding, renewals, and expansions
• Own HubSpot CRM setup and optimization for Customer Success workflows
• Develop and maintain Customer Success dashboards and metrics to provide actionable insights

Required Qualifications

• 4-6+ years in Customer Success Operations, Sales Operations, or RevOps
• Experience in SaaS, healthtech, or pharma with high-touch/high price point client base
• Strong experience using HubSpot as a CRM, including workflows and reporting
• Proven ability to design and implement processes in a fast-paced environment
• Analytical mindset with strong Excel/Sheets skills; exposure to AI for reporting is a plus