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
Customer Success Operations
Systems
Data
Processes
Salesforce
RevOps
Product
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
