
Customer Operations Lead – Onboarding & Activation
Posted 3 days ago

Posted 3 days ago
This is a fully remote position, open to applicants in China.
• Take charge of the complete post-sale customer experience from the moment a deal is signed through the first 12 months and beyond.
• Oversee the onboarding process from the signed agreement to a fully operational account.
• Establish and track the activation and initial customer health metrics.
• Define, assess, and analyze retention and churn statistics.
• Conduct root-cause analyses utilizing funnels, cohorts, survival curves, and leading indicators.
• Outline cross-team transitions, pinpoint issues, redesign workflows, conduct experiments, and evaluate results.
• Create dashboards, alerts, and workflow tools utilizing Claude and other AI programming tools.
• Write SQL queries, harmonize data sources, and develop analytical models.
• Work collaboratively with sales, recruiting, customer success, finance, product, and operations teams in the Philippines.
• Propel change through clarity and evidence, often without direct authority.
• Provide weekly updates to leadership regarding pipeline status, activation, and retention metrics.
• Develop customer journey maps, ensure data accessibility, and set metric baselines within the first 30 days.
• Identify high-impact opportunities, initiate interventions, and deliver preliminary tools within the first 60 days.
• Show measurable improvement in a key metric and establish a consistent operating rhythm within 90 days.
• 3–7 years of experience, including a minimum of 2 years in management or strategy consulting (MBB, Tier 2, Big 4 strategy, or a reputable boutique), or a comparable analytical role such as strategy, BizOps, or private equity portfolio operations.
• Unwavering attention to detail and the ability to reconcile figures accurately.
• Proficient in working directly with databases, spreadsheets, and business intelligence tools.
• Programming experience is advantageous but not essential.
• Daily use of Claude or comparable AI tools is expected.
• Capable of linking AI tools to data through MCPs.
• Experience in developing functional tools with AI coding assistants like Claude Code, Cursor, Replit, or Lovable.
• Fluent in English, both written and spoken.
• Possess an ownership mentality; thrives in uncertain situations and leans towards proactive solutions.
• Comfortable collaborating with stakeholders from diverse cultures, seniority levels, and functions.
• Willing to work from the evening into the night, Hong Kong time, to align with US operational hours.
• The full-time role must be the candidate's sole professional commitment.
• Candidates in the final stages may be required to undergo background and reference checks.
• Remote, full-time position.
• Occasional in-person meetings in Hong Kong.
• Occasional travel to the operations center in the Philippines.
• Opportunity to engage with AI technologies and create tools using AI coding assistants.
• High level of ownership, rapid growth, and direct accountability for results.
Shield AI
enspired
Coopers Group AG
Tailwind Care
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