Revenue Operations Manager – Customer Success

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OpenLoop

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

☁️ SaaS

🤝 B2B

🏢 Enterprise

💰 $15M Series A - OpenLoop Health on 2023-03

SaaS • B2B • Enterprise

OpenLoop is a white-label telehealth platform and managed services provider that helps organizations launch and scale virtual care programs. It combines SaaS-based, brandable technology (scheduling, booking, payments, EHR/API integrations) with clinical staffing, credentialing, payer coverage and RCM, regulatory/legal support, and 24/7 patient support. OpenLoop serves health plans, hospitals and health systems, retailers, employers and digital health companies with AI-powered operations, a nationwide clinician network and broad insurance coverage including Medicare and Medicaid.

📋 Description

• Design and manage standardized onboarding workflows that reduce time-to-value, ensure consistency across customers, and create a repeatable, measurable experience from contract sign to go-live. • Build and maintain customer health scoring models that give CS teams early warning on churn risk and actionable signals for expansion—integrating product usage, engagement, and CRM data. • Own the operational processes for renewal and expansion, including pipeline tracking, playbook documentation, and the CRM workflows that ensure nothing falls through the cracks. • Build and maintain the dashboards and reports that give CS leadership visibility into retention performance, customer health, and team efficiency—supporting both operational decisions and executive reporting. • Map and optimize the full customer lifecycle—from onboarding through adoption, renewal, and expansion—identifying friction points and building solutions that scale. • Partner with CS leaders to identify at-risk customers early and design the interventions, escalation paths, and playbooks that protect retention. • Work closely with Sales, RevOps, and Systems teams to ensure post-sale processes are connected to pre-sale data and that CRM reflects the reality of the customer relationship.

🎯 Requirements

• 5+ years in Customer Success Operations, Revenue Operations, or a similar post-sale operational role at a B2B SaaS company • Strong understanding of the customer lifecycle and the operational levers that drive retention and expansion • Hands-on experience with CRM platforms (Salesforce strongly preferred) and CS tooling (Gainsight, ChurnZero, Totango, or similar) • Analytical mindset—comfortable building health scoring models, interpreting retention data, and translating findings into operational recommendations • Process-oriented with strong documentation skills and a track record of getting processes to actually stick • Strong stakeholder management and cross-functional collaboration skills • Comfortable with ambiguity and energized by building systems from scratch.

🏖️ Benefits

• Medical, Dental, and Vision plans • Flexible Spending/Health Savings Accounts • Flexible PTO • 401(k) + Company Match • Life Insurance, Pet insurance, and more