The RevOps Analyst will analyze and visualize data across Marketing, Sales, and Customer Success to provide actionable insights, improve processes, and support customer-centric growth strategies.

Manage customer onboarding to ensure successful implementation of Casebook's SaaS solutions, guiding clients to their first major success and fostering collaboration across teams.

The Customer Success Manager at Casebook PBC manages customer retention and advocacy for a portfolio of small-to-mid-sized clients, focusing on adoption and measurable outcomes, while collaborating with onboarding and marketing teams.