GTM Systems & Operations Manager

Posted 26 Days Ago
Be an Early Applicant
San Francisco, CA, USA
Hybrid
120K-160K Annually
Senior level
Information Technology • Other • Security • Social Impact • Software • Cybersecurity • Data Privacy
Persona helps companies of all sizes verify individuals and businesses and automate any identity-related use case.
The Role
Owns post-sales customer operations by designing lifecycle processes, customer engagement systems, reporting, playbooks, automation, and scalable workflows. Partners with Post-Sales leadership and cross-functional teams to improve customer outcomes, renewals, expansions, adoption, and churn management. Evaluates go-to-market tools, supports onboarding and enablement, coordinates strategic initiatives, and uses data to guide operational improvements.
Summary Generated by Built In

About Persona

Persona is the configurable identity platform built for businesses in a digital-first world. Verifying individuals and organizations is harder — but more important — than ever, with AI enabling fraudsters to launch sophisticated accounts at scale and regulations evolving rapidly.

We’ve built Persona to support practically every use case and industry — that’s why we’re able to serve a wide range of leading companies. For example, Reddit relies on Persona for age assurance and verification to comply with online safety regulations, protecting younger users while maintaining a seamless experience. Meanwhile, OpenAI relies on Persona to keep bad actors out, protecting one of the world’s most powerful AI platforms from large-scale abuse in a time when AI is reshaping the way we work and live.

We’re growing rapidly and looking for exceptional people to join us!

About the role

As Customer Operations Manager, you’ll report to the RevOps lead and partner with Post-Sales leadership to build and scale the strategy, processes, systems, and reporting that support our customer-facing teams.

You’ll lead improvements across the customer lifecycle—from onboarding and engagement through renewal and expansion—by translating business needs into scalable solutions. This includes shaping our Salesforce and GTM infrastructure, applying AI and automation, defining success metrics, and managing initiatives from design through rollout and adoption.

This role is ideal for someone who combines strategic business judgment with a builder mindset and enjoys turning ambiguous problems into practical, measurable solutions.

What you’ll do
  • Design and implement scalable customer lifecycle processes across onboarding, engagement, renewals, expansion, and churn prevention.

  • Translate business needs into process designs, technical requirements, testing criteria, and rollout plans in partnership with Salesforce administrators, engineers, data teams, and Post-Sales leaders.

  • Guide Salesforce solution design, including objects and relationships, automation, permissions, integrations, reporting, and data-quality controls.

  • Identify and implement AI and automation opportunities that reduce manual work and improve activities such as account research, meeting preparation, risk identification, and customer follow-up.

  • Prototype and evaluate AI-enabled solutions, including their logic, exception handling, data access, reliability, and need for human review.

  • Assess and implement tools that improve Post-Sales efficiency, balancing business value, integration requirements, security, and long-term maintainability.

  • Define and validate metrics for adoption, sentiment, advocacy, renewals, expansion, and churn, turning analysis into actionable recommendations.

  • Prioritize operational improvements based on customer impact, business value, and implementation effort, and help leadership evaluate tradeoffs and measure results.

  • Manage solutions from requirements and testing through deployment, monitoring, troubleshooting, and ongoing ownership.

  • Develop playbooks, documentation, and training that drive consistent execution and support onboarding and continual education.

  • Lead cross-functional initiatives such as feature-request processes, renewal management, and coordinated customer outreach.

What you’ll bring
  • At least five years of experience in GTM operations, customer operations, revenue operations, strategy, or business consulting within a SaaS environment.

  • Experience owning systems, processes, and cross-functional initiatives from initial concept through implementation and adoption.

  • Strong knowledge of Customer Success strategies, lifecycle processes, and metrics, including their impact on retention, expansion, and customer outcomes.

  • A solid understanding of Salesforce architecture, including objects, relationships, Flow automation, validation rules, permissions, integrations, and reporting.

  • The ability to guide technical design, investigate issues, and identify solutions that could create unnecessary complexity or data-quality risks.

  • Familiarity with the broader GTM technology stack, APIs, data synchronization, systems of record, security, and maintainability.

  • Practical experience using AI to solve business problems, evaluate outputs, refine solutions, and determine when to use AI, conventional automation, or specialist support.

  • Strong analytical skills, including defining metrics, validating data and calculations, and translating findings into clear business recommendations.

  • Excellent business judgment, attention to detail, and written and verbal communication skills.

  • The ability to navigate ambiguity, prioritize competing initiatives, explain technical tradeoffs, and operate effectively in a fast-paced environment.

  • Direct experience in Customer Success or Solutions Engineering is a plus.

Benefits and Perks

For full-time US-based employees (excluding internship and contractor opportunities), Persona offers a wide range of benefits, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipend, wellness benefits, among others.


For full-time UK employees, Persona offers a wide range of benefits, including private medical insurance, dental insurance, a 6% employer pension contribution, unlimited PTO, a monthly wellness stipend, professional development stipend, co-working stipend, and more.


As part of our interview process, all candidates will be asked to verify their identity with Persona. This step is used solely to confirm that candidates are who they say they are, and will have no impact on hiring decisions.

Skills Required

  • Minimum 5+ years of experience in go-to-market operations, strategy, or business consulting in a SaaS company
  • Deep understanding of Customer Success concepts, metrics, processes, and best practices
  • Track record contributing to strategic improvements, advocating for them internally, and managing end-to-end deployment
  • Ability to prioritize initiatives and perform effectively in fast-paced, ambiguous environments
  • Strong attention to detail and excellent written and verbal communication skills
  • Ability to collaborate cross-functionally and coordinate projects across multiple stakeholders
  • Experience analyzing and visualizing data using Excel, Salesforce, SQL, and BI tools such as Looker or Tableau
  • Ability to communicate data-driven narratives to business stakeholders
  • Direct experience in Customer Success or Solutions Engineering

Persona Identities Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Persona Identities and has not been reviewed or approved by Persona Identities.

  • Fair & Transparent Compensation — Engineering pay is portrayed as market-competitive, and role-specific salary pages display a visible range of titles and pay across functions. Recent compensation submissions indicate strong packages in core roles, supporting market alignment.
  • Retirement Support — A non‑elective company 401(k) contribution is provided, adding reliable retirement value regardless of employee deferrals. This element is consistently highlighted across public benefits descriptions.
  • Parental & Family Support — Paid parental leave of substantial length and support for adoption and surrogacy are explicitly offered, with flexibility to take leave over an extended window. Family‑planning resources further bolster coverage for different paths to parenthood.

Persona Identities Insights

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The Company
HQ: San Francisco, CA
600 Employees
Year Founded: 2018

What We Do

Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure. For example, we help Branch automate their KYC process and Coursera verify learners’ identities before delivering course credentials. Beyond securely collecting and verifying user information such as PII, government IDs, and biometric selfies, our platform also provides flexible case review and orchestration tools to help businesses streamline and automate their identity operations — from setting custom rules to ingesting third-party data and triggering external actions.

Why Work With Us

Persona's a leader in identity verification, offering unmatched flexibility to meet diverse business needs. With customizable building blocks, our product adapts to various industries, use cases, and risk levels. Our core value of having a People-first culture thrives on new perspectives that enrich the workplace and support our mission and value.

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