CX Operations Lead

Posted 2 Days Ago
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Boston, MA
Senior level
Information Technology • Security • Cybersecurity
The Role
The CX Operations Lead will drive operational strategies to enhance customer experience, manage processes using tools like ChurnZero and Certinia PSA, analyze data for insights, and collaborate with teams to develop scalable strategies. This role demands strong organizational and problem-solving skills to thrive in a fast-paced environment.
Summary Generated by Built In

Welcome to the future of cloud networking and security!  

Cato Networks is the first company to converge enterprise networking and security into one centralized and global service that is delivered by cloud. It is led by networking and security pioneer Shlomo Kramer (Check Point, Imperva) and early investor (Palo Alto Networks, Exabeem, Trusteer and more).  Cato’s unique technology inspired a brand-new product category, later named “SASE” by Gartner and a market expected to reach $25 billion by 2027.
This is your opportunity to get on the rocket ship and join a company that is building a cutting-edge enterprise network and secure cloud platform, and is on a fast track to becoming the worldwide market leader – don’t miss it!


We are seeking a highly skilled and detail-oriented Customer Experience (CX) Operations Lead to support our growing Customer Experience team. This role will drive internal operations and strategic growth initiatives, optimizing processes and implementing solutions that enhance efficiency and performance.

As a key player in our Customer Success and Professional Services teams, you will analyze data, identify process improvements, and collaborate across teams to develop scalable strategies. The ideal candidate thrives in fast-paced environments, enjoys solving complex operational challenges, and is passionate about delivering impactful results.
 
Key Responsibilities

•    Develop and implement operational strategies that enhance customer experience efficiency and effectiveness.
•    Manage and optimize ChurnZero and Certinia PSA processes, including administration, reporting, and training.
•    Automate workflows and improve process efficiency to support scaling operations.
•    Analyze large datasets to provide actionable insights and drive strategic decision-making.
•    Partner with cross-functional teams, including developers, to enhance internal tools and systems.
•    Create detailed reports, training materials, and documentation for internal stakeholders.
•    Support change management efforts in a dynamic, high-growth environment.
 
About You

•    Exceptional organizational skills with a keen eye for detail and analytical thinking.
•    Proven ability to thrive in a fast-paced, evolving environment and adapt to change seamlessly.
•    Passionate about data-driven decision-making, process improvement, and operational excellence.
•    Comfortable collaborating with stakeholders at all levels, including senior leadership.
•    Strong problem-solving skills with the ability to develop creative and scalable solutions.
 
Qualifications & Requirements

•    5+ years of experience in post-sales operations (Customer Success, Sales Ops, or Professional Services Ops).
•    Experience in a high-tech, SaaS, or startup environment is preferred.
•    Strong technical proficiency in relevant CX tools, including:
o    Salesforce
o    ChurnZero, Gainsight, or similar platforms
o    Certinia PSA or equivalent systems
•    Advanced Microsoft Excel skills and proficiency in Microsoft Office Suite.
•    Excellent written and verbal communication skills.
•    Self-motivated, service-oriented team player with a positive attitude.
 
Why Join Us?

This is an exciting opportunity to play a pivotal role in scaling our CX operations, driving impactful initiatives, and shaping the future of our Customer Experience strategy. If you're passionate about operational excellence and want to make a difference in a growing organization, we’d love to hear from you!

Apply today and be part of our mission to deliver world-class customer experiences!

As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

 

#LI-AL1



Top Skills

Certinia Psa
Churnzero
Gainsight
Salesforce
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The Company
931 Employees
On-site Workplace
Year Founded: 2015

What We Do

WE ARE SASE

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