Customer Success Operations Analyst

Posted 6 Hours Ago
Easy Apply
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3 Locations
Hybrid
74K-110K Annually
Mid level
Consumer Web • eCommerce • Marketing Tech • Retail • Software • Analytics • Generative AI
Best place for ambitious people to learn and grow.
The Role
Own customer success capacity and coverage models, account assignments, territory planning, renewal operations reporting, dashboards, and business review data. Analyze churn, coverage gaps, and capacity constraints; provide recommendations to leadership; automate recurring reports; and align definitions across Customer Success, Sales Operations, Finance, and Data teams. The role requires strong SQL, BI, spreadsheet, Salesforce, and Gainsight skills, with preferred Python or Snowflake experience.
Summary Generated by Built In

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.

About the role

Our Customer Success Managers and Renewals Specialists do their best work when the plan, data, and rhythm behind them are solid. This role builds and runs all three. You'll own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing, then turn them into reporting our leaders actually use.

You'll sit between CS leadership, Sales Ops, Finance, and Data. Some weeks you'll be modeling territory options before a quarter starts. Other weeks you'll be building the renewal ops view the team checks every morning. If you like work where the answer ships and people use it, you'll like this job.

What you'll do

Capacity, coverage, and assignments

  • Maintain headcount and capacity models, and keep them current as hiring, attrition, and book growth change the picture.
  • Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leaves or a customer's needs change.
  • Keep assignment data clean and consistent across Salesforce, Gainsight, and reporting, so what the field sees matches what leadership sees.
  • Flag where coverage doesn't match customer value or risk, and recommend how to fix it.

Business reviews and performance reporting

  • Build and run the data behind weekly, monthly, and quarterly business reviews (QBR/MBR), delivering inputs on time and with a clear point of view.
  • Own renewal ops reporting: upcoming renewals, renewal status and activity, at-risk accounts, and retention outcomes. Forecast and pipeline are owned elsewhere; you'll use the same definitions.
  • Create and maintain CS dashboards and reports that CSMs, managers and LT rely on to run their books.
  • Help drive and maintain rhythm of business reporting across all CS and Renewals segments

Analysis and improvement

  • Answer ad hoc questions from leaders with a recommendation, not a spreadsheet dump.
  • Spot patterns in the data (churn drivers, coverage gaps, capacity strain) and bring them to the team before they're asked for.
  • Automate recurring pulls and reports, and document the process so it doesn't live in one person's head.
  • Work with Sales Ops, Finance, and Data teams to make sure definitions and numbers match across the company.
Who you are
  • 3-5 years in Customer Success Ops, Sales/Revenue Ops, FP&A, or an analytics role supporting a go-to-market team, ideally at a SaaS company.
  • Strong SQL and comfort in Tableau or a similar BI tool.
  • Salesforce and Gainsight experience
  • Advanced spreadsheet skills. You can build a capacity model that someone else can pick up and trust.
  • Experience with territory design, account assignment, or capacity planning is a big plus.
  • You explain data clearly to people who don't live in it, and you can tell a CSM, a director, and a VP what a number means for them.
  • You're careful with details and still move fast. Reporting that's late or wrong doesn't help anyone.
  • You're curious about why the number moved, not just what it is.
  • You build tools and processes you'd want to inherit, not just ones that get you through this week.
Nice to have
  • Experience supporting renewals or retention teams.
  • Familiarity with health scoring or segmentation work.
  • Python or Snowflake experience.

Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. 

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.

Base Pay Range For US Locations:
$73,600—$110,400 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. 

By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.
 
By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice.  If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.  You can find our Job Applicant Privacy Notice here and here (FR).
 

Skills Required

  • 3-5 years of experience in Customer Success Operations, Sales or Revenue Operations, FP&A, or analytics supporting a go-to-market team
  • Strong SQL skills
  • Experience with Tableau or a similar business intelligence tool
  • Salesforce experience
  • Gainsight experience
  • Advanced spreadsheet skills, including building reliable capacity models
  • Ability to explain data clearly to CSMs, directors, and VPs
  • Strong attention to detail and ability to work quickly
  • Experience with territory design, account assignment, or capacity planning
  • Experience supporting renewals or retention teams
  • Familiarity with health scoring or segmentation work
  • Python experience
  • Snowflake experience

What the Team is Saying

Amit
Eva
Tai
Mads
Uche
Ben
Risa
Kit
Angela
Laksh
Laksh
Devin
Anthoney Kelley
Carmel
Carmel
Andrew Bialecki
Mohamed Ali

Klaviyo Compensation & Benefits Highlights

How does Klaviyo ensure its pay and bonus plans are competitive?

Klaviyo supports competitive pay through a total rewards approach that combines salary, equity, bonus opportunities, benefits, learning support and a performance culture tied to measurable impact. 

  • Competitive total rewards: Klaviyo’s benefits overview highlights competitive salaries, 401(k) match, employee referral bonuses, equity, an employee stock purchase plan, flexible paid time off, commuter/transit support, fitness reimbursements, mental and emotional wellbeing programming and learning support. External reviews reinforce the value of the package, with employees citing competitive pay, bonuses, RSUs, ESPP, health insurance, parental leave, unlimited PTO and learning stipends as meaningful parts of the employee experience.
  • Pay connected to impact and outcomes: Klaviyo’s handbook frames performance around ownership, clarity and measurable results. The value “Know the score” states that results matter more than effort alone, while “Drivers wanted” emphasizes proactive ownership and “Be meticulous in your craft” reinforces a high bar for work quality. That creates a compensation and recognition philosophy where strong outcomes, not just activity, are central to advancement and rewards.
  • Equity and long-term value: Equity is a visible part of Klaviyo’s rewards story. Klaviyo offers equity packages to all full-time employees, vesting over four years, and provides an employee stock purchase plan. That ownership opportunity sits within a growing business: in Q1 2026, Klaviyo reported $358 million in revenue, up 28% year over year, and raised full-year 2026 revenue guidance to $1.514 billion to $1.522 billion. Those business results give employees a clear connection between company performance, long-term growth and the value of ownership-based compensation.
  • Rewards supported by growth and development benefits: Klaviyo’s compensation package is paired with benefits that help employees grow their careers and build long-term value. K-Pro Learn, learning stipends, mentorship, Career Architecture and manager development programs support continued skill-building. A customer success manager noted that Klaviyo offers a learning stipend for job-related coaching or training, while employee survey insights show 78% of respondents feel they are gaining the skills and experience to grow their careers.
  • External signals:
    • Compensation Sentiment: External reviews frequently praise Klaviyo’s competitive salary, bonuses, equity, RSUs, ESPP, 401(k) match, learning stipend and generous benefits. (Glassdoor; Comparably)
    • Rewards Ratings: Comparably rates Klaviyo’s compensation an A and perks and benefits an A. (Comparably)
    • Employee Value Signals: Reviews highlight PTO, health insurance, parental leave, office amenities, learning support and work-life balance as part of the overall rewards package. (Glassdoor; Comparably)

Bottom line: Klaviyo keeps compensation competitive by combining salary, bonus opportunities, equity, ESPP, retirement support, benefits and learning resources with a culture that rewards ownership, measurable outcomes and long-term impact.

Klaviyo Insights

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The Company
Boston, MA
2,400 Employees
Year Founded: 2012

What We Do

Klaviyo (NYSE: KVYO) is the B2C CRM. Powered by its built-in data platform and AI, Klaviyo combines marketing automation, analytics, and customer service into one unified solution, making it easy for businesses to know their customers and grow faster. Klaviyo (CLAY-vee-oh) helps over 183,000 brands like Mattel, Glossier, Daily Harvest, and Liquid Death deliver 1:1 experiences at scale, improve efficiency, and drive revenue.

Why Work With Us

We refer to our employees as ‘Klaviyos’, and we make up a diverse community united around shared values: We’re curious, collaborative, driven, innovative, fun, and fully ourselves at work. No matter which team you join, your work won’t just impact Klaviyo. It’ll help empower our customers and enable creators across the globe to own their destinies.

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Klaviyo Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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