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Customer Success Operations Specialist Jobs (NOW HIRING)

Tenna

Customer Success Operations Manager

OR · Remote

Position Description Tenna is hiring a Customer Success Operations Manager to support the scaling of our Customer Success and Professional Services teams. This is a cross-functional, high-impact role ...

Tekmetric

Director, Customer Success Operations

As Director, Customer Success Operations, you'll be the operational engine behind a ~70-person team and the systems they use every day. This is a builder role. In the near term, you'll own the work ...

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How much do customer success operations specialist jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for customer success operations specialist in the United States is $21.48, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $24.52 per hour, depending on experience, location, and employer.

What is a customer success operations specialist?

Customer Success Operations Specialists are professionals who support customer success teams by optimizing processes, managing data, and implementing tools to improve customer experience and retention. They analyze metrics, streamline workflows, and ensure that customer-facing teams have the resources and insights needed to serve clients effectively. Their work helps align customer success strategies with business goals, ultimately enhancing customer satisfaction and loyalty.

What are the key skills and qualifications needed to thrive as a customer success operations specialist?

To thrive as a Customer Success Operations Specialist, you need strong analytical abilities, process improvement skills, and a background in business or related fields. Familiarity with CRM platforms (like Salesforce), customer success software, and data visualization tools is typically required. Excellent communication, problem-solving, and cross-functional collaboration skills help you support both customers and internal teams. These skills ensure efficient operations, enhanced customer experiences, and the achievement of business objectives.

How does a customer success operations specialist typically collaborate with customer success managers and other departments?

Customer Success Operations Specialists work closely with customer success managers to streamline processes, provide data-driven insights, and ensure seamless onboarding and support for clients. They often coordinate with sales, product, and support teams to align customer touchpoints and address operational bottlenecks. This role is central to building scalable workflows and implementing tools that help customer-facing teams deliver consistent value, making cross-functional communication and collaboration a key part of their daily responsibilities.

What is the difference between Customer Success Operations Specialist vs Customer Success Manager?

AspectCustomer Success Operations SpecialistCustomer Success Manager
Primary FocusOptimizing processes, tools, and data to support customer success teamsBuilding relationships and ensuring customer satisfaction and retention
Required SkillsData analysis, CRM tools, process improvementCustomer communication, relationship management, strategic planning
Work EnvironmentCross-functional teams, operations, analyticsCustomer-facing, account management, client interactions
Common UsageUsed in tech and SaaS companies to streamline customer success effortsUsed across industries to manage key accounts and customer relationships

The Customer Success Operations Specialist focuses on improving internal processes and tools to support customer success teams, while the Customer Success Manager directly manages customer relationships to ensure satisfaction and retention. Both roles are essential but serve different functions within customer success strategies.

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Customer Success Operations Specialist jobs near you
Infographic showing various Customer Success Operations Specialist job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $44,681 per year, or $21.5 per hour.

Customer Success Operations Engineer

SambaNova

San Jose, CA

Full-time

Posted 5 days ago

Job description

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

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