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Customer Success Operations Lead

2 weeks, 1 day ago
United States
Full-time
Lead
Sales Operations
Customer and Technical Support
Looker Salesforce Snowflake SQL
Apply Now
Doxel

Doxel

Doxel revolutionizes construction progress tracking with AI and machine learning, providing executives with actionable insights and simplifying field operations.

Construction & Engineering
51-250
Founded 2016
$56M raised
View All Jobs 15

Description

  • Design, extend, and scale the Customer Success operating infrastructure across Planhat, Snowflake, Salesforce, and BI systems.
  • Build lifecycle automation, customer intelligence, and scalable workflows to support onboarding, adoption, expansion, and renewal.
  • Design and execute data-driven customer engagement campaigns to improve adoption, satisfaction, retention, and expansion readiness.
  • Use product usage and telemetry data to create signals that trigger customer engagement, lifecycle workflows, and risk alerts.
  • Build and maintain customer data pipelines and integrations across product telemetry, CRM, CS platforms, and analytics systems.
  • Develop internal dashboards and analytics tools in Sigma to monitor adoption, lifecycle progress, and customer value delivered.
  • Create and maintain Planhat workflows, task automation, lifecycle triggers, and communication sequences for CSM actions.
  • Partner with Data, Analytics, Product, and Engineering teams on reporting, exploratory analysis, and process improvement.
  • Identify gaps where automation or AI can improve scale and build solutions when commercial tooling is unavailable.
  • Continuously improve the reliability, scalability, and efficiency of the Customer Success data and tooling ecosystem.

Requirements

  • 5+ years of experience in Customer Success Operations, Revenue Operations, or Data Operations in a SaaS environment.
  • Experience designing and/or scaling a Customer Success operating system or similar go-to-market infrastructure.
  • Hands-on experience administering and building workflows in Planhat.
  • Strong technical experience with data warehouses such as Snowflake, BI tools such as Sigma or Looker, and customer success platforms.
  • Proficiency in SQL and data modeling.
  • Experience integrating multiple data sources into operational systems.
  • Experience working with data integrations and APIs between operational systems and analytics infrastructure.
  • Strong analytical ability to translate data into actionable operational improvements.
  • Experience building scalable operational infrastructure in a fast-growing startup environment.
  • Comfort operating in ambiguity and evolving early-stage systems into scalable infrastructure.
  • Strong collaboration skills across Customer Success, Product, Engineering, and Data teams.
  • Builder mindset with ownership of complex operational systems.
  • Preferred: experience designing workflow automation and lifecycle systems within CS or GTM organizations.
  • Preferred: experience building segmented or personalized customer engagement campaigns using lifecycle data and automation tools.
  • Preferred: experience with reverse ETL tools or customer data pipelines.
  • Preferred: experience leveraging AI or automation tools to improve operational efficiency or workflow scale.

Benefits

  • Competitive base salary of $120,000 - $145,000 per year.
  • Equity package.
  • Remote-first culture for most roles, with optional hybrid onsite in Menlo Park.
  • Comprehensive health insurance covering medical, dental, and vision.
  • Home office setup stipend.
  • Monthly allowance for cell phone and internet.
  • Flexible PTO.
  • Generous company holiday policy and unlimited sick days.

Interested in this position?

Apply directly on the company website

Apply Now

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