Customer Success Operations Engineer

Posted 4 Hours Ago
Be an Early Applicant
San Jose, CA, USA
In-Office
128K-134K Annually
Mid level
Artificial Intelligence • Hardware • Machine Learning • Natural Language Processing • Software • Generative AI
SambaNova is the #1 platform for business AI.
The Role
Build and operate an AI-first Customer Success operations engine. Design AI workflows for onboarding, health scoring, renewal risk, QBR preparation, and escalations; evaluate and configure CRM, customer success, automation, and AI tools; maintain dashboards, data integrity, metrics, and playbooks; support forecasting and segmentation; and train cross-functional teams on AI-enabled workflows.
Summary Generated by Built In

The era of pervasive AI has arrived. In this era, organizations will use generative AI to unlock hidden value in their data, accelerate processes, reduce costs, drive efficiency and innovation to fundamentally transform their businesses and operations at scale.

SambaNova Suite™ is the first full-stack, generative AI platform, from chip to model, optimized for enterprise and government organizations. Powered by the intelligent SN40L chip, the SambaNova Suite is a fully integrated platform, delivered on-premises or in the cloud, combined with state-of-the-art open-source models that can be easily and securely fine-tuned using customer data for greater accuracy. Once adapted with customer data, customers retain model ownership in perpetuity, so they can turn generative AI into one of their most valuable assets.

About the Role

We're looking for a Customer Success Operations Specialist to build and run the operating engine behind our Customer Success organization — and to make AI tools and AI-driven workflows the core building block of how that engine works, not an add-on to it.


This isn't a traditional "reporting and process" ops role. You'll be expected to design CS workflows around AI from the ground up: using AI to synthesize customer signals, draft and route communications, automate health scoring and QBR prep, and surface insights that used to take a CSM hours to find. You'll partner closely with CS leadership to identify where AI can replace manual, repetitive work and where it should augment human judgment — then build, test, and own those workflows end to end.


This is a great fit for someone who's naturally curious about AI tooling (LLM-based assistants, automation platforms, AI features inside CRM/CS platforms), comfortable prototyping quickly, and excited to shape how a growing CS org operates in an AI-first way.


What You'll Do

AI-Driven Operations (Core Focus)


  • Design and own AI-powered workflows across the customer lifecycle — onboarding, health scoring, renewal risk detection, QBR prep, and escalation triage
  • Evaluate, pilot, and implement AI tools (e.g., AI features within Gainsight/Salesforce, LLM-based assistants, automation platforms like Zapier/Workato) to reduce manual work for CSMs
  • Build AI-assisted reporting and insight generation — using AI to summarize account activity, flag churn risk, and generate customer-facing or internal-facing drafts (renewal emails, QBR decks, health summaries)
  • Create and maintain prompt libraries, playbooks, and guardrails so AI tools are used consistently, accurately, and safely across the team
  • Continuously test new AI capabilities against real CS use cases and make recommendations on what to scale, adjust, or retire

Systems, Process & Reporting


  • Own and maintain the Customer Success tech stack (CRM, CS platform, automation/AI tools), including configuration, data hygiene, and integrations
  • Build and maintain dashboards that track health scores, renewals, churn/retention, NPS/CSAT, and the performance of AI-assisted workflows themselves
  • Design, document, and continuously improve CS workflows and playbooks with AI as the default first step, not a bolt-on
  • Partner with CS leadership to define and track key metrics (NRR, GRR, churn, time-to-value, AI-driven efficiency gains)
  • Support CS forecasting, capacity planning, and account segmentation as the customer base grows

Cross-Functional & Enablement


  • Act as the liaison between Customer Success, Sales, Product, and Data/IT on tooling, integrations, and AI adoption
  • Train and enable CSMs on new AI tools and workflows, and gather feedback to iterate quickly
  • Maintain data integrity across systems, since clean data is the foundation every AI workflow depends on

What We're Looking For
  • 2–5 years of experience in Operations, Business Operations, Revenue Operations, Sales Operations, or Customer Success Operations (SaaS/tech environment preferred)
  • Genuine hands-on experience using AI tools in a work context — e.g., building workflows with LLM-based assistants, using AI features inside a CRM/CS platform, or automating tasks with AI-enabled platforms (Zapier, Workato, Make, etc.)
  • Comfort experimenting with new AI tools quickly, evaluating what works, and turning a rough idea into a repeatable workflow
  • Hands-on experience with a CRM (Salesforce or HubSpot) and, ideally, a Customer Success platform (Gainsight, Totango, ChurnZero, Vitally, or similar)
  • Strong analytical skills — comfortable building reports/dashboards and translating data into clear recommendations
  • Advanced Excel/Google Sheets skills; SQL experience is a plus
  • A process-improvement mindset — you naturally look for ways to make things faster, cleaner, and more scalable, with AI as your default lever
  • Strong project management skills and the ability to juggle multiple workstreams independently
  • Excellent written and verbal communication skills; comfortable working cross-functionally with Sales, Product, Data/IT, and CS leadership
  • A high level of ownership, curiosity, and attention to detail

Nice to Have
  • Experience building or configuring AI agents, custom GPTs, or automation flows for a business function
  • Familiarity with prompt engineering basics and AI governance/guardrails in a business setting
  • Experience with BI/visualization tools (Tableau, Looker, Power BI)
  • Familiarity with customer health scoring models and renewal/forecasting methodologies
  • Experience supporting a Customer Success org through a period of growth or scaling

Base Salary Range:

Base Pay Range
$128,000$134,000 USD

Submission Guidelines
Please note that in order to be considered an applicant for any position at SambaNova Systems, you must submit an application form for each position for which you believe you are qualified. 

EEO Policy
SambaNova Systems is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard basis of age (40 and over), color, disability, gender identity, genetic information, marital status, military or veteran status, national origin/ancestry, race, religion, creed, sex (including pregnancy, childbirth, breastfeeding), sexual orientation, and any other applicable status protected by federal, state, or local laws.

Benefits Summary for US-Based, Full-Time Employment Positions
SambaNova offers a competitive total rewards package, including the base salary, plus equity and benefits. We cover 95% premium coverage for employee medical insurance, and 77% premium coverage for dependents and offer a Health Savings Account (HSA) with employer contribution. We also offer Dental, Vision, Short/Long term Disability, Basic Life, Voluntary Life, and AD&D insurance plans in addition to Flexible Spending Account (FSA) options like Health Care, Limited Purpose, and Dependent Care. Our library of well-being benefits available to you and your dependents includes a full subscription to Headspace, Gympass+ membership with access to physical gyms, One Medical membership, counseling services with an Employee Assistance Program, and much more.

Skills Required

  • 2-5 years of experience in Operations, Business Operations, Revenue Operations, Sales Operations, or Customer Success Operations
  • Experience in a SaaS or technology environment preferred
  • Hands-on experience using AI tools in a work context
  • Experience building workflows with LLM-based assistants, CRM or customer success platform AI features, or AI-enabled automation platforms
  • Ability to evaluate AI tools and convert prototypes into repeatable workflows
  • Hands-on experience with Salesforce or HubSpot
  • Experience with a Customer Success platform such as Gainsight, Totango, ChurnZero, Vitally, or similar
  • Strong analytical skills, including building reports and dashboards and translating data into recommendations
  • Advanced Excel or Google Sheets skills
  • SQL experience
  • Process-improvement mindset with a focus on scalable AI-enabled workflows
  • Strong project management skills and ability to manage multiple workstreams independently
  • Excellent written and verbal communication skills
  • Ability to work cross-functionally with Sales, Product, Data/IT, and Customer Success leadership
  • High ownership, curiosity, and attention to detail
  • Experience building or configuring AI agents, custom GPTs, or business automation flows
  • Familiarity with prompt engineering basics and AI governance or guardrails
  • Experience with Tableau, Looker, or Power BI
  • Familiarity with customer health scoring models and renewal or forecasting methodologies
  • Experience supporting a Customer Success organization during growth or scaling
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The Company
HQ: Palo Alto, CA
500 Employees
Year Founded: 2017

What We Do

AI is changing the world and at SambaNova, we believe that you don’t need unlimited resources to take advantage of the most advanced, valuable AI capabilities - capabilities that are helping organizations explore the universe, find cures for cancer, and giving companies access to insights that provide a competitive edge. We deliver the world’s fastest and only complete AI solution for enterprises and governments with world-record inference performance and accuracy. Powered by the SambaNova SN40L Reconfigurable Dataflow Unit (RDU), organizations can build a technology backbone for the next decade of AI innovation with SambaNova Suite. Our fully integrated hardware-software system, DataScale®, enables organizations to train, fine-tune, and deploy the most demanding AI workloads using the largest and most challenging models. Most recently, with the launch of our newest offering, SambaNova Cloud, developers can supercharge AI-powered applications on Llama 3.2 models. SambaNova was founded in 2017 in Palo Alto, California, by a group of industry luminaries, business leaders, and world-class innovators who understand AI. Today, we’ve built an incredibly smart and motivated team dedicated to making a lasting impact on the industry and equipping our customers to thrive in the new era of AI.

Why Work With Us

As a talent first company, we aim to hire the greatest and most innovative minds in the industry- driving the next generation of AI computing where no barrier is too high and the possibilities are truly limitless. We encourage our peers to take risks and take the initiative to make a lasting impact on the AI and ML industries.

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