Customer Success Operations Analyst

Role overview Build the reporting and automation layer for a Customer Success organization. You’ll turn account-health, renewal, adoption, and executive reporting needs into data requirements and repeatable tools, including AI-assisted workflows, while working with teams that own customer data and business systems.

Responsibilities - Gather stakeholder needs for account health, business reviews, and executive dashboards, then define the required fields and metrics. - Build reporting and automation on top of a Customer Success data mart, including deterministic data flows and AI or LLM-enabled workflows where useful. - Automate recurring workflows such as renewal and adoption tracking, ticket triage, and diagnostics across support and business platforms. - Partner with Business Systems and Security on a secure, auditable access model for Customer Success workflows. - Maintain data quality and documentation, flagging missing, inconsistent, or governance-sensitive information. - Coordinate with Customer Success, support, product, engineering, and business systems teams to shape how data reaches everyday tools.

Requirements - Hands-on experience with Databricks or a comparable modern data platform, including querying, data modeling on governed marts, and metric or semantic views. - Familiarity with Python or another scripting language for transformation and automation. - Ability to turn unclear business reporting requests into specific data requirements. - Understanding of data access governance and security practices, particularly for customer-tenant data. - Comfort working through ambiguity and partnering with teams that own the broader data warehouse. - An AI-first approach to evaluating where agentic or LLM-based workflows can replace manual reporting and repetitive work.

Nice to have - Experience with Salesforce data or customer success platforms such as Totango, Zendesk, or Gainsight. - Experience automating support workflows and cross-platform integrations. - Background in cybersecurity, SaaS security, or technical B2B SaaS.

Benefits and work setup US benefits include equity, a 401(k), health, dental and vision coverage, flexible paid time off, paid holidays, 12 weeks of new-parent or family leave, and professional development resources. Base salary is listed at $120,000–$130,000; equity is included, and incentive compensation may apply depending on role or function.