Customer Success Operations Analyst

Boston, MA; Denver, CO; San Francisco, CA. Posted 7 days ago

The role

This role builds and runs capacity, coverage, and assignment models for Customer Success. You will manage reporting for business reviews and renewal operations to support leadership decisions.

What you will do

Maintain headcount and capacity models
Support account assignment and territory planning
Keep assignment data clean in Salesforce and Gainsight
Flag coverage gaps regarding customer value or risk
Build and run data for weekly, monthly, and quarterly business reviews
Own renewal ops reporting including upcoming renewals and retention outcomes
Create and maintain CS dashboards and reports
Drive and maintain rhythm of business reporting
Answer ad hoc questions from leaders with recommendations
Automate recurring pulls and reports

Required qualifications

3-5 years in Customer Success Ops, Sales/Revenue Ops, FP&A, or an analytics role supporting a go-to-market team
Strong SQL
Comfort in Tableau or a similar BI tool
Salesforce experience
Gainsight experience
Advanced spreadsheet skills

Nice to have

Experience with territory design, account assignment, or capacity planning
Experience supporting renewals or retention teams
Familiarity with health scoring or segmentation work
Python experience
Snowflake experience

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 developing technology to nurture personalized experiences in ecommerce and beyond.