Customer Success Operations

The role

You will build systems, reporting, and workflows for customer onboarding, adoption, and retention. You will partner with CSMs on process while they own customer relationships.

What you will do

• Maintain lifecycle stages, onboarding handoffs, account segmentation and clear ownership
• Combine usage and relationship data into practical dashboards, review cadences and alerts
• Keep account signals understandable and tied to action
• Build repeatable workflows for onboarding milestones, adoption follow-up, business reviews and renewal-risk escalation
• Report onboarding progress, adoption and retention consistently

Required qualifications

• Operational Experience: You've improved customer success or other customer-facing processes
• Data Judgment: You distinguish a useful account signal from a misleading score
• Systems Fluency: You can build workflows and troubleshoot data issues
• Practical Design: You create processes a busy CSM can actually use
• Operational and Analytical Fluency: You can define a useful metric, investigate data quality and turn a customer-process problem into a working change

Nice to have

• Customer success platform experience
• SQL or reporting skills
• Experience with CRM or customer success platforms, lifecycle reporting and workflow automation

Benefits

• Health & Dental Insurance
• Monthly Wellness Stipend
• 401K Matching

About the company

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. They are backed by the OpenAI Startup Fund.