Customer Success Operations Analyst
AppspaceSalary not specified
[Remote] Sr. Manager of CS Operations at Fieldguide
San Francisco, California, United States
$135,000 – $160,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
SoftwareIndustries
Requirements
- Experience with Salesforce, Vitally, Amplitude, BigQuery, and Hubspot
- Experience building CS dashboards and reporting frameworks
- Experience with Tableau
- Experience with CS enablement strategy
- Experience with process design and optimization
- Experience with cross-functional collaboration
Responsibilities
- Partner with RevOps and GTM Systems to configure Vitally and Hubspot for CS needs
- Own and optimize CS tooling to drive visibility, workflows, and automation
- Build CS dashboards and reporting frameworks for GRR, NRR, health trends, pacing, verified outcomes, and renewal forecasts
- Pull and synthesize data from multiple sources to build centralized Tableau dashboards
- Lead CS enablement strategy for onboarding, tool rollouts, new playbooks, and process changes
- Create and maintain internal documentation and self-service content
- Audit and streamline core CS workflows
- Identify areas for automation, handoff improvement, and capacity unlock
- Be the CS voice in cross-functional initiatives
- Partner with Product, Sales, and Support to align the customer lifecycle and improve time-to-value
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for the Sr. Manager of CS Operations role?
The salary range is $135K - $160K.
Is this position remote?
Yes, this is a remote position. Fieldguide is a remote-first company based in San Francisco, CA, that enables you to do your best work from anywhere.
What skills and tools are required for this role?
The role requires expertise in configuring and optimizing CS tools like Vitally, Hubspot, Salesforce, Amplitude, and BigQuery, building dashboards and reporting frameworks, and designing scalable playbooks and automated workflows.
What is the company culture like at Fieldguide?
Fieldguide values diversity in backgrounds and experiences, with an inclusive, driven, humble, and supportive team. They are deliberate about building a great culture and supporting each other's growth.
What makes a strong candidate for this position?
Strong candidates are energized by building systems from the ground up, connecting data to decisions, and enabling teams to do their best work, especially in a highly strategic, cross-functional role partnering with CS Leadership, RevOps, Product, and GTM Systems.
Fieldguide
AI platform for audit and advisory services
About Fieldguide
Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$45.9MTotal Funding
SERIES_BCompany Stage
Consulting, Fintech, AI & Machine LearningIndustries
51-200Employees
