Customer Success Operations Analyst

Position Summary Key Responsibilities

• Own and execute the operational workflows that support the Customer Success organization.
• Translate defined business and process requirements into configured workflows, automations, and reporting structures within our Customer Success Platform (Planhat).
• Serve as the end-to-end owner of the tool (Planhat). Specifically, managing, configuration, and optimization.
• Build and maintain dashboards that provide visibility into customer health, performance metrics, and team activity.
• Ensure operational data is accurate, organized, and reliable for decision-making.
• Work directly with stakeholders to understand their challenges and provide solutions.
• Expand into Kantata administration as operational scope grows.
• Operate with strong ownership and proactive communication, acknowledging requests promptly and providing clear timelines.
• Deliver work accurately and reliably, minimizing rework and delays.

Required Qualifications

• 4 6 years of experience in Customer Success Operations, Business Operations, Revenue Operations, or similar roles within a SaaS environment.
• Experience translating defined business requirements into structured workflows, automations, or reporting within a system.
• Experience building dashboards or operational reports within business tools.
• Demonstrated ability to learn new systems quickly and independently.
• Strong attention to detail and commitment to high-quality execution.
• Clear, professional English communication skills.
• Proven track record of ownership, reliability, and proactive follow-through in fast-paced environments.

Preferred Qualifications

• Hands-on experience configuring business platforms (e.g., CRM, Customer Success, revenue, or project management tools), including workflows, automations, reporting, and data management.
• Experience with Customer Success platforms such as Planhat or Gainsight.
• Experience with Salesforce, Exposure to project/resource management tools such as Kantata.
• Experience supporting Customer Success or Customer Experience teams.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.