Customer Success Operations Manager
Current- Identify necessary metrics, sources and frequency to inform business decisions and improve efficiency of the CS.- Build and evolve key reporting for the leadership team (i.e., forecasts, renew, expand, churn).- Analyze customer data across accounts to create business rules and triggers for proactive engagement with our clients.- Identify signals of at-risk clients and design a playbook to proactively drive clients back to success with our team.- Improve efficiencies through automation, additional tools and resource creation.- Manage revenue forecasts for renewals, expansion and at-risk revenue.- Partner with other GTM teams including Marketing, Partnerships, and Sales to drive alignment across the org.Achievements:- Procured and implemented 360Learning, a learning management software, with an estimated ROI of 33% and a reduction of 160 manual work hours per month for the education team.- Developed and implemented an automated user activation flow with follow-up alerts for CSMs, leveraging ActiveCampaign, Salesforce, Calendly, and other platforms, resulting in a 50% increase in client retention and usability.- Led the procurement and implementation of Matik, enabling the delivery of monthly consumption reports to clients with a 150% open rate.