Strategy & Operations Analyst, Customer Success

🕒 vor 2 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $100.000 - $125.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🏆 Customer Success

🦅 H1B-Visum-Sponsor

info

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of EverCommerce

EverCommerce

1001 - 5000 Mitarbeiter

Gegründet 2016

☁️ SaaS

🤝 B2B

🛍️ eCommerce

💰 Private Equity Round im 2019-07

SaaS • B2B • eCommerce

EverCommerce ist die führende Plattform für Service Commerce und bietet vertikal angepasste, integrierte SaaS-Lösungen für über 500. 000 servicebasierte Unternehmen weltweit. Gegründet im Jahr 2016, bietet EverCommerce Softwarelösungen an, die Unternehmen dabei helfen, ihre Dienstleistungen zu vermarkten, den täglichen Betrieb zu optimieren und die Kundenbindung zu stärken. Das Unternehmen ist darauf spezialisiert, die Servicewirtschaft mit digitaler Transformation in verschiedenen Branchen, einschließlich Haus- & Außendienstleistungen, Gesundheitsdiensten sowie Fitness & Wellness, voranzutreiben. Die Technologie von EverCommerce zielt darauf ab, das Wachstum von kleinen und mittleren Unternehmen zu beschleunigen, die Betriebsabläufe zu verbessern und die Kundenbindung zu erhöhen, indem sie die Interaktion mit Kunden durch moderne digitale und mobile Anwendungen transformiert.

Beschreibung

• Document current-state workflows across CS, Implementation, and Support — including handoffs, escalation paths, and SLA frameworks • Identify gaps or inconsistencies in existing processes and propose improvements • Build CX Ops playbooks, SOPs, and operating guides, and keep them current as processes evolve • Support implementation of new workflows as the team rolls out operational improvements • Maintain and evolve the operating framework for Customer Success, Support, and Professional Services • Own the workflow configuration, data hygiene, and user administration for CX Ops tooling: ChurnZero, GuideCX, Zendesk and any additional platforms • Collaborate with the Business Operations team on Salesforce strategy to support CX initiatives within the greater company strategy • Submit and track tool-related requests with vendors and internal Business Operations teams • Identify tooling gaps that create manual work for CX teams and surface them with recommendations • Support project tracking for strategic initiatives, providing clarity of ownership and next steps to ensure timely execution toward goals • Run operational cadences and translate leadership decisions into tracked execution • Track and follow up on action items from CX leadership reviews and cross-functional syncs • Set and track clear goals, KPIs, and metrics to measure success.

🎯 Anforderungen

• 4+ years of experience in operations, analytics, Customer Success, Support, or a related function in B2B SaaS • Advanced Excel or Google Sheets — pivot tables, formulas, data cleaning, and structured analysis • Experience with Salesforce or a comparable CRM — data hygiene, reporting, or administration • Ability to run operational analyses (cohort views, process efficiency metrics, SLA performance) and translate findings into recommendations • Strong communication skills — you write clearly, organize logically, and build clear materials and documentation • Strong understanding of Customer Success processes, key metrics, and operational excellence • Project coordination experience — managing task lists, timelines, and stakeholder communications • High attention to detail – you catch errors, notice inconsistencies, and care about data quality • Organized and proactive — you manage your own workload, flag risks early, and follow through without reminders.

🏖️ Vorteile

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid • Continued investment in your professional development • Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. • 401k with up to a 4% match and immediate vesting • Flexible and generous (FTO) time-off • Employee Stock Purchase Program

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