Customer Success Operations Analyst
ClickUp
This job is no longer accepting applications
See open jobs at ClickUp.See open jobs similar to "Customer Success Operations Analyst" Craft Ventures.ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. Our dedication to enhancing productivity has earned us recognition on prestigious lists including the Forbes Cloud 100, Fast Company's Most Innovative Companies, Inc. Power Partners and #1 on two of G2's Best Software Products Lists for 2023 - #1 Project Management Product and #1 Collaboration and Productivity Product. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄
- Design and implementation of proactive processes, workflows, and automation improvements to enhance efficiency and productivity within the Customer Success organization.
- Streamline and enhance repeated workflows to ensure data quality and operational consistency from pre-sales through customer adoption, expansion and renewal.
- Keep up-to-date with critical feedback from CSMs and stakeholders, managing request prioritization and identifying improvement areas.
- Develop training materials and best practices to ensure the Customer Success team is equipped with the knowledge and skills needed to effectively utilize tools and processes.
- Assist in configuration, management, and rollout of tools used by the Customer Success team
- Create, maintain, and update comprehensive documentation related to standard operating procedures, new projects, and initiatives.
- Build and maintain reports and dashboards in Salesforce.com, ClickUp, and other reporting tools such as Tableau to measure performance against goals.
- Generate executive reports and conduct ad hoc analyses on business and Customer Success metrics, focusing on customer satisfaction, adoption, advocacy, and revenue retention.
- Collaborate cross-functionally with various stakeholders across ClickUp to ensure alignment and achievement of strategic goals.
- Take ownership of specific deliverables within the scope of broader, cross-functional projects.
- Manage smaller initiatives from start to finish, ensuring responsibility for their successful outcomes.
- Minimum 3-5 years of experience in a Customer Success Operations or similar role.
- Strong understanding of SaaS and customer success metrics and KPIs.
- Expertise in data management and reporting solutions (e.g., advanced Excel/Google Sheets, Tableau, PowerBI).
- Experience in rolling out business process improvements and system solutions to drive operational excellence.
- Skilled at collaborating cross-functionally with stakeholders across global regions
- Preferred experience with Customer Success tooling and platforms, spanning across digital, scaled, and dedicated Customer Success (think Gainsight, Churnzero, Iterable, Outreach, Apollo, Pocus, etc).
- High attention to detail and excellent problem-solving skills.
- Ability to manage multiple tasks independently and adapt to new technologies.
- Excellent oral and written communication skills, including presentation skills.
- Strong organizational skills with the ability to assess priorities and re-evaluate as conditions change.
- Proven track record of managing a variety of projects and driving strategic initiatives.
- Experience with project management tools and methodologies is highly desirable.
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
ClickUp collects and processes personal data in accordance with applicable data protection laws. If you are a European Job Applicant, see our privacy policy for further details.
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
This job is no longer accepting applications
See open jobs at ClickUp.See open jobs similar to "Customer Success Operations Analyst" Craft Ventures.