The customer success operations specialist plays a crucial role in supporting and optimizing the customer success management (csm) team through process standardization, reporting, compliance management, and operational support. This position serves as the operational backbone of the customer success function, ensuring efficient processes, accurate data management, and effective cross-functional collaboration.building and standardizing scalable processes and best practices, both for the csm team and in association with various parts of the organization (customer support, sales, marketing)assisting with documenting these processes and best practices, delivering training around them and driving adherence to themdefining and producing kpis, executive reporting and dashboard creationresponding to our customer's vendor assessment requestsrunning the annual audit complianceadministration of third-party portals (creating user profiles, troubleshooting, liaising with service providers, etc.)maintaining and enriching customer success tools and platforms with the most up-to-date dataidentifying new tools to increase efficiency and automationbuilding a dedicated feedback loop to ensure knowledge flow across the organizationcoordinating csm event planning (webinars, customer events) and communication effortstracking and helping drive completion of key csm deliverables and initiatives
- provides basic operational support for client success initiatives
- basic understanding of client success metrics and their business impact
- executes daily operational tasks following established processes
- works under supervision to resolve known issues
- shares knowledge with peers
- developing technical skills in relevant client success platforms/toolscome as you arenasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.we will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.