Customer Success Operations Manager

The Role

At Affinity, we're building a world-class Customer Success organization and we’re looking for a Customer Success Operations Manager to be the key driver for how we scale, operate, and deliver value to our customers. In this role, you’ll drive the roadmap behind our Customer Success strategy within the Revenue Operations team powering insights, planning, and processes that enable our CS team to delight our customers.

In this role you will work cross-functionally with CS leadership, RevOps, Product, and Finance, and have high visibility across the organization. The ideal candidate is highly analytical, a strong communicator, and passionate about scaling a Customer Success Organization.

What You’ll Do

• Partner with Customer Success leadership to design and operationalize strategies around account segmentation, customer journeys, and success planning

• Build and manage models for CS capacity planning, productivity benchmarks, customer health scoring, and churn/expansion forecasting

• Track and analyze key customer metrics—e.g. GRR, NRR, CSAT, onboarding time—to identify trends and drive continuous improvement

• Own the Customer Journey and the Customer Success Org’s operational roadmap

• Collaborate with Finance on budgeting, headcount, and compensation strategy for the CS organization

• Serve as a systems and tooling expert—partnering with the our Data and Systems teams to ensure the CS tech stack is running efficiently

• Surface actionable insights to Customer Success Managers and CS leadership to help them prioritize actions and scale best practices

Minimum qualifications

• 3+ years of experience in a CS Operations role at a high-growth company

• Strong familiarity with Customer Success metrics and SaaS operating models (e.g. customer health, NPS, GRR, NRR, LTV)

• Proficiency in Excel/Google Sheets and BI tools (e.g. Looker, Tableau) for data analysis and visualization

• Proficiency using AI to automate operational process and build artifacts and/or agents for stakeholders to leverage and work more efficiently (e.g. Claude, ChatGPT)

• Expert level knowledge of Salesforce CRM and Customer Success tools (e.g. Gainsight, Planhat)

• Ability to influence and partner cross-functionally with CS, Product, RevOps, and Finance stakeholders

• Excellent communication and presentation skills; able to translate data into stories and strategic recommendations

• Strong project management and program management skills, with the ability to drive projects to completion with minimal oversight

• Experience partnering with FP&A to build revenue plans, capacity models, compensation plans, and deal desks

• Strong track record of developing and presenting revenue-related KPIs to leadership

• Maintains a long-term outlook while being revenue-focused when leading a team finding solutions to challenges

• Autonomous, self-driven, and able to thrive in ambiguity

Location: San Francisco or New York

For this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2–3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team.

What you'll enjoy at Affinity:

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.

• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.

• Retirement Planning: We offer a 401(k) plan to help you plan for your future.

• Learning & Development: We provide an annual education budget and a comprehensive L&D program.

• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.

• Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.

A reasonable estimate of the current range is $106,000 - $150,000 USD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

About Affinity

Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship, interaction and deal data, Affinity automatically captures activity, maps firm networks, and surfaces the connections and insights that help investors source, evaluate and win opportunities.

Trusted by more than 3,300 private capital firms, including 40% of the venture capital market and more than 330 private equity buyout teams, Affinity powers one of the industry's deepest relationship graphs. The platform is built on more than 130 billion structured relationships, 177 million people tracked, 88 million companies tracked and 31 billion interactions, helping firms uncover opportunities sooner, move with greater conviction and scale institutional knowledge over time.

Learn more: affinity.co