Senior Manager, Customer Success Operations
Fieldguide(2 months ago)
About this role
The Senior Manager, Customer Success Operations at Fieldguide is responsible for enhancing the efficiency of the Customer Success team by managing systems, data, and processes integral to customer engagement and outcomes. This role involves configuring tools like Salesforce and Vitally, designing reporting frameworks, and optimizing workflows to improve customer retention and expansion. Additionally, you will lead cross-functional collaborations with RevOps, Product, and GTM Systems to ensure that the Customer Success organization operates with precision and clarity, ultimately driving a better customer experience.
Required Skills
- Customer Success
- Systems & Tooling
- Data Model
- Health Scoring
- Engagement Tracking
- Dashboard Creation
- Reporting Frameworks
- Data Synthesis
- Automation
- Change Management
+11 more
About Fieldguide
www.fieldguide.ioFieldguide is an AI-powered audit and advisory automation platform designed to streamline workflows and enhance client collaboration for audit and advisory firms. It provides a comprehensive suite of tools including document management, engagement management, and automated reporting, enabling firms to increase efficiency and margins. With a focus on modernizing the advisor-client experience, Fieldguide is trusted by leading firms in the industry to drive innovation and deliver exceptional services.