Lead, Global Services Strategy & Operations

The role

This individual contributor role manages operational projects and systems for the Global Services organization. You will build automations, maintain reporting dashboards, and drive process improvements across Sales, Customer Success, and Support.

What you will do

• Independently manage a portfolio of operational projects and initiatives
• Translate ambiguous asks into clear project plans, timelines, and success criteria
• Coordinate across Sales, Customer Success, Support, Partners, IT, and Product
• Build, document, and maintain systems and automations for services reporting and workflow
• Identify opportunities to streamline manual or error-prone processes
• Own documentation for operational processes
• Support the development and upkeep of operational metrics and dashboards
• Partner with analysts and stakeholders to ensure data accuracy
• Act as a point of coordination for internal and external partners
• Evangelize new tools, processes, and ways of working

Required qualifications

• 4–6 years of experience in professional services operations, program/project management, revenue operations, or a related operational role
• Ability to independently manage multiple concurrent projects and shifting priorities
• Hands-on experience with systems like Salesforce, Tableau, Google Sheets/Apps Script, or Zapier

Nice to have

• SQL experience
• Experience supporting a Professional Services, Customer Success, or Support organization specifically
• Familiarity with professional services automation (PSA) tools and project management systems
• PMP or other project/program management certification

Benefits

• Annual cash bonus plan
• Variable compensation (OTE)
• Equity
• Sign-on payments
• Health, welfare, and wellbeing benefits

About the company

Klaviyo empowers creators to own their destiny by making first-party data accessible and actionable. They focus on nurturing personalized experiences in ecommerce and beyond.