Customer Success Operations Manager

Posted 12 Days Ago
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New York, NY
Mid level
Software
The Role
As a Customer Operations Manager, you will optimize processes, analyze customer success data, maintain CRM tools, and collaborate with various teams. Your role involves generating insights for performance improvement, managing data effectively, aiding in revenue forecasting, and supporting training for Customer Success Managers.
Summary Generated by Built In

Working at Thoropass

Thoropass makes it as easy to do the right thing as it is to check a box. Our team members believe that partnership lightens the load. Not everyone can be an expert at everything – lending each other support in areas of weakness strengthens everyone’s offering. We collaborate openly and enthusiastically; without ego. 

What We Do

At Thoropass, we’re compliance experts so you don’t have to be. Pairing easy software that’s always getting smarter with expert guidance and continuous monitoring, we integrate into your process to prepare you to pass any audit, every year, with flying colors. Hundreds of growing companies use Thoropass’s compliance automation platform, expert services, auditors and partner ecosystem to get and stay compliant over the lifetime of their business. We offer SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, and other infosec and privacy frameworks.

We are a rapidly expanding team based in New York. We were founded in May 2019 and raised our Series C funding in November 2022. Our top investors include: J.P. Morgan, PayPal Ventures, Fin Capital, Centana, and Bain Capital. We're growing customers and revenue dramatically and we’re poised for continued break-out growth in 2024 and beyond.

About the Role

We are hiring for a customer operations manager. You will be responsible for supporting process optimization, reporting and analysis of data aimed at generating insights for our Customer Success team and relevant company leadership. 

This role will be reporting directly to our Director of Revenue Operations and will work directly with our Customer Success team, as well as cross-functionally with many other departments within our company. 

Strong preference for NY based candidates open to a hybrid work model, requiring at least two (2) days per week in our NYC office, with the remaining workdays eligible for remote work from home.

What You'll Do

Performance Analysis:

  • Analyze Customer Success (Cx) data, trends, and KPIs to provide insights and recommendations for improving sales performance.

  • Develop and maintain Cx dashboards and reports to track key metrics and sales targets.

Process Optimization:

  • Streamline and improve Cx processes to enhance efficiency and reduce friction in the sales cycle.

  • Collaborate with Cx teams to identify bottlenecks and implement solutions for smoother operations.

Forecasting:

  • Assist in creating accurate sales forecasts, revenue projections, and demand planning.

  • Monitor and report on actual performance against forecasts and provide explanations for variances.

Data Management & Tool Administration:

  • Maintain and clean CRM (Customer Relationship Management) data to ensure accuracy and completeness.

  • Setup, maintain and optimize Cx specific tools including Salesforce, Totango among others.

  • Provide training and support to sales teams on CRM best practices.

Enablement:

  • Work with marketing and product teams to develop collateral, tools, and training resources that empower the Cx team.

  • Support the onboarding and training of new Customer Success Managers (CSMs).

Reporting:

  • Generate regular and ad-hoc Cx reports for various stakeholders, including senior management and sales teams.

  • Analyze data to identify trends and opportunities for improvement.

Cross-Functional Collaboration:

  • Collaborate with finance, marketing, and customer support teams to align strategies and initiatives.

Act as a liaison between Cx and other departments to address operational issues. 

Skillsets/ Requirements

Previous experience

  • At least 4 years experience within Sales Operations or Customer Success Operations

Analytical Skills

  • Data analysis and insight generation

  • Proficiency in Excel and BI tools (e.g., Tableau, Power BI, SIgma)

Process Improvement

  • Understanding of sales processes and methodologies

  • Identification and implementation of process improvements

Revenue Forecasting

  • Expertise in forecasting techniques and models

  • Collaboration with leadership on sales trends and targets

Business Acumen

  • Understanding of sales cycles and contract lifecycles

  • Alignment of customer operations with business strategies

Data Management

  • Management of large datasets with accuracy

Problem-Solving

  • Quick identification of issues and effective solutions

  • Strong critical thinking and proactive problem-solving

Attention to Detail

  • High accuracy in data management and reporting

  • Spotting errors and inconsistencies

Training and Development

  • Training Customer Success or Sales teams on CRM tools and processes

  • Development of training materials and resources

Change Management

  • Experience in leading or supporting change initiatives

  • Driving adoption of new tools and processes

Bonus Points

CRM Management

  • Experience with CRM systems (e.g., Salesforce, HubSpot, Totango)

  • CRM optimization and data integrity management

  • Salesforce administration certification 

Additional Technical Skills

  • Proficiency in SQL

  • Familiarity with other sales tools and software (e.g., Gong, Apollo, Salesloft)

Compensation & Benefits

  • $120-$150k base, bonus eligible

  • Exceptional health, vision, and dental care

  • Equity in a fast-growing company

  • Hybrid on-site model (coming into our New York office minimum 2 days/wk)

  • Flexible PTO

Equal Opportunity

Thoropass provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Even if you feel you don’t meet every requirement, consider applying! Thoropass acknowledges the research which shows that women and people of color are less likely to apply for jobs when they don’t meet all of the stated qualifications. However, we’re looking for authentic innovators to blaze new trails and you just may be the right person for this or another role.

Top Skills

Excel
SQL
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The Company
HQ: New York, NY
200 Employees
On-site Workplace
Year Founded: 2019

What We Do

We’re compliance experts, so you don’t have to be. Through easy software and hands-on services, we embed in your process to prepare you to pass any audit, every year, with flying colors. Thoropass makes it as easy to do the right thing as it is to check a box—because we want to build a world where compliance is never a barrier to progress. (p.s. We’re hiring!)

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