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Customer Success Operations Analyst
Location
Canada
Posted
72 days ago
Salary
$68K - $85K / year
Seniority
Mid Level
Job Description
Customer Success Operations Analyst
Affinity.co
• Serve as the primary point of contact for CPQ (Configure-Price-Quote) support • Own and execute a comprehensive Gainsight overhaul—audit, debug, and rearchitect our Customer Success platform to align with customer journey best practices and drive adoption, renewal, and expansion outcomes • Build and maintain lifecycle processes, playbooks, and automation rules in Gainsight • Assist with end-of-quarter CS compensation reports and audit process • Create and coordinate key reporting for leadership, translating data and insights into executive dashboards on customer adoption, renewals, expansions, and churn • Partner with Product and Data teams on usage analytics initiatives to provide visibility into customer health and inform the adoption journey • Support internal change management activities for standard processes and tools across customer-facing teams • Understand and prioritize the needs of Customer Success, Support, Onboarding, and Customer Marketing teams to inform a cohesive operational strategy
Job Requirements
- 2–5 years of experience in Revenue Operations, Customer Success Operations, or Sales Operations at a high-growth B2B SaaS company
- Gainsight admin experience—built and maintained rules, playbooks, CTAs, and dashboards with an understanding of architecting a CS platform
- Salesforce experience—comfortable navigating reports, dashboards, and data structures; understanding how Salesforce and Gainsight work together
- Experience with CPQ or quoting tools (e.g., Salesforce CPQ, MonetizeNow, DealHub, or similar)—able to troubleshoot quoting issues and understand the quote-to-cash workflow
- Strong understanding of SaaS metrics (ARR, GRR, NRR, churn) and post-sale finance terminology (billing, revenue recognition, renewals)
- Expert in Excel/Google Sheets skills, including experience manipulating large datasets
- Self-starter mentality—resourceful, take initiative, and comfortable figuring things out independently.
- Comfortable operating in a fast-paced environment with evolving priorities and ambiguity
- Strong attention to detail and project management skills.
Benefits
- Health Benefits: We cover both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
- Retirement Planning: We offer an RRSP plan to help you plan for your future.
- Learning & Development: We provide an annual education budget and a comprehensive L&D program.
- Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
- Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.
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