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Lead CPX Operations Manager, Customer Success

Customer Success ManagerCustomer SuccessOtherRemoteSeniorTeam 1,001-5,000Since 2008H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

125 days ago

Salary

$93K - $149K / year

Seniority

Senior

Bachelor Degree6 yrs expEnglish

Job Description

Lead CPX Operations Manager, Customer Success

Workiva

• Improve the systems (processes and tools) to drive efficiency by removing repetitive tasks for the CS team and streamlining processes, allowing them to focus on high-value customer interactions. • Maximize the value of our tech stack (ideally Gainsight) and partner with the Business Technology team to build automation and AI-driven workflows that allow the organization to scale. • Act as the technical lead on projects, gathering business requirements and implementing changes through a structured, scalable methodology. • Work closely with the CS stakeholders and operations team to leverage and influence best practices across tools, data, and processes. • Collaborate with global operations counterparts to ensure all teams are adopting and following standard global processes to maintain data integrity and a unified customer experience. • Lead the regional rollout of global initiatives, ensuring that new processes are not just launched but fully adopted and mastered by the CS teams. • Partner with CS stakeholders to assess operational capabilities and develop strategies that support growth and effectiveness • Partner closely with the Director of CPX Operations to execute a roadmap that drives growth, efficiency, and effectiveness through streamlined processes and data. • Partner with the Business Tech team to design tools and processes that support the CS team and provide insights and dashboards that help leaders make informed business decisions.

Job Requirements

  • 6+ years in Operations for Customer Success or Customer Experience, preferably within a SaaS environment.
  • Undergraduate degree in a related field or equivalent practical experience.
  • Experience working in geographically dispersed teams
  • Experience in leveraging technology (ideally Gainsight or similar) to automate and enhance our customer management
  • Experience re-engineering processes (through automation and AI) to drive efficiency and enable scale/growth in CS teams
  • Experience in gathering business requirements and implementing build/change through structure methodology
  • Exceptional problem-solving, critical thinking, and analytical skills
  • Solid verbal and written communication skills to translate both business needs and data insights in a clear, concise, and effective manner
  • Ability to effectively interact with business partners at varying levels of organization
  • Well-organized with superb project management, time management skills and attention to detail
  • Ability to synthesize data into consumable insights and deliver them to stakeholders
  • Personable, agile, adaptable and flexible mindset.

Benefits

  • A discretionary bonus typically paid annually
  • Restricted Stock Units granted at time of hire
  • 401(k) match and comprehensive employee benefits package

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