Senior Success Operations Analyst

Posted Aug 20

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Take charge of and oversee ongoing Customer Success operational cadences, ensuring that priorities, risks, and follow-ups remain on track.

• Evaluate brand performance and operational health, pinpointing trends, risks, opportunities, and potential obstacles.

• Analyze performance data, determine root causes, and translate findings into actionable insights for Customer Success, Sales, and leadership teams.

• Maintain trackers, dashboards, and reporting frameworks, which include updates, quality assurance, data hygiene, and stakeholder follow-ups.

• Generate regular business reporting and analysis, encompassing success reports, revenue and growth assessments, churn reporting, portfolio evaluations, and quarterly performance summaries.

• Aid in onboarding and implementation processes by monitoring progress, identifying stalled or at-risk brands, and coordinating follow-up actions.

• Lead or assist in strategic initiatives aimed at automation, dashboard development, reporting improvements, enablement, and operational tools enhancement.

• Enhance manual workflows by implementing improved processes, documentation, automation, and reporting strategies.

• Sustain operational processes and documentation, which include audits, issue tracking, post-sales opportunity monitoring, and recurring workflows.

• Collaborate cross-functionally with Customer Success, Sales, Product, Data, Operations, Business Intelligence, Revenue Operations, Implementation, and AI Deployment teams.

• Focus primarily on internal operations; direct client-facing responsibilities are not required.


⛳️ Requirements

• Proven experience in Customer Success Operations, Customer Success, Business Operations, Revenue Operations, or a related operational position.

• Strong analytical abilities and comfort in working with reporting, business metrics, and operational data.

• Experience in owning recurring operational processes, workflows, trackers, or reporting cadences from start to finish.

• Capability to convert complex or disorganized data into clear insights, recommendations, and actionable next steps.

• Experience in building, maintaining, or collaborating closely with dashboards and reporting tools.

• Demonstrated history of identifying process gaps and enhancing workflows through automation, documentation, improved reporting, or heightened quality assurance.

• Excellent cross-functional collaboration skills with experience in coordinating efforts across diverse teams and stakeholders.

• High level of ownership and the ability to maintain momentum in work without needing significant day-to-day supervision.

• Strong attention to detail, especially when dealing with reporting, data quality, and business-critical processes.

• Ability to balance competing priorities, deadlines, and stakeholder requirements in a dynamic environment.

• Familiarity with Salesforce, spreadsheets, and BI platforms such as Tableau.


🏝️ Benefits

• Opportunities for professional development and growth.

• Collaborative and inclusive work environment.

• Comprehensive benefits package, including health insurance and retirement plans.

• Flexible work arrangements to promote work-life balance.

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