Customer Success Operations

Posted 3 Days Ago
Be an Early Applicant
San Francisco, CA
In-Office
130K-180K Annually
Mid level
Artificial Intelligence • Software
The Role
The Customer Success Operations Associate will analyze data, manage tools, execute CS processes, and create dashboards for KPIs while supporting the Head of Customer Success.
Summary Generated by Built In
At Pylon, we're building the future of B2B Post Sales.

We’re building the all-in-one B2B post-sales support platform powered by conversational data and layered with intelligence to help our customers run their operations in real-time. We’re backed by a16z, BCV, General Catalyst, Y Combinator.

Currently more than 1000 companies including Linear, Cognition (makers of Devin), Modal Labs, and Incident.io use us everyday to run their support and customer success workflows. You'll also find us on this year's Enterprise Tech 30 List.

We’re now looking for our first Customer Success Operations Associate to help us centralize our data and build the foundation for company-wide reporting and insights.

Our GTM tech stack includes tools like Salesforce, Pylon, Clay, Default, and Equals.

As our first CS Ops hire you will:
  • Be responsible for supporting Customer Success data analyses, tool administration, and end-to-end execution of Customer Success processes and daily business operations

  • Work closely with Head of Customer Success to instrument CS processes and discover points of leverage. CS scope includes setup and onboarding customers, driving adoption, and closing upsells and renewals

  • Create dashboards to provide organizational visibility of customer and expansion KPIs

  • Execute ad hoc tactical activities to help scale day-to-day CS operations

Sample priority projects now:
  • Store previous ARR data for churned customers in SFDC

  • Rollup product-level ARR onto Accounts

  • Improve auto-renewal process

  • Auto turn on/off products based on CPQ-SFDC-Pylon sync

  • Improve forecasting for renewals

  • Improve context-sharing on future expansion opportunities when Sales hands over customer to CS

  • Auto-set CSMs for new customers

  • Help determine expansion potential by product line in existing base

You might be a fit if the below describes you...

  • 3+ years of experience in sales/revenue/CS operations, GTM operations, management consulting, investment banking, or other related field

  • Expertise in Salesforce

  • Analytical and data-driven

  • Excited to ramp up and help shape tech stack: Equals for revenue reporting, Salesbricks CPQ, Pylon for customer success and support, Salesforce for opportunities, Hightouch for data ingestion

  • Experience working at a high-growth startup

  • You’re motivated by autonomy, high ownership, and fast iteration

  • You’re in SF (or open to relocating) and want to help shape our data culture from the start

Our perks

🍽 Lunch, dinner and snacks at the office

🏥 Fully covered medical, dental, and vision insurance for employees

🏦 Retirement savings

🏝️ 14 company holidays + unlimited PTO

🗺️ Annual offsite

✈️ Relocation and immigration support

🏋️ Fitness Stipend $

More about Pylon

Funding: Recently announced our Series B led by a16z and BCV ($51M total raised)

Founders: Advith Chelikani, Robert Eng, and Marty Kausas

Team: Currently 60+ and growing!

Top Skills

Clay
Default
Equals
Pylon
Salesforce
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The Company
HQ: San Francisco, CA
43 Employees

What We Do

Pylon is the modern alternative to Zendesk, optimized for B2B.

We bring together everything a post-sales teams team needs including a ticketing system, B2B omnichannel integrations (Slack Connect, Microsoft Teams), modern chat widget, knowledge base, AI support bot, account management, customer marketing, and more.

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