Position Details

Salary $150K – $170K USD / year

Type Full-Time

Experience senior

Exp. Years 7+ years

Education Not specified

Category Customer Success & Support

About this role

Senior Revenue Operations role supporting the Customer Success organization with data, processes, and strategic analytics to improve retention and expansion. You’ll own dashboards, forecasting, and health scoring to provide leadership with actionable insights.

Key Responsibilities

Design and maintain CS dashboards in Salesforce and Power BI
Build renewal/expansion forecasting framework
Develop customer health scores and early-warning systems
Align CS data with company reporting/forecasting
Collaborate across Finance, HR, and Sales

Technical Overview

Responsible for CS data integration across tools (Salesforce, Power BI, Excel), design of health scoring models, and forecasting framework. Proficient in Planhat, Snowflake, and BI dashboard development.

Ideal Candidate

The ideal candidate is a senior revenue operations professional with 7+ years in a B2B SaaS environment, strong Salesforce and Excel skills, and proven ability to build customer health dashboards in Power BI. They should excel at translating analytics into actionable business recommendations to drive retention and expansion.

Must-Have Skills

7+ years experience in revenue operations or related data roleHands-on proficiency with Salesforce (CRM dataaccount/opportunity objectsrenewal workflows)Excel proficiencyUnderstanding of post-sale metrics (net revenue retentionchurn analysishealth scoringrenewal forecasting)Experience designing and operationalizing customer health scoresCross-functional collaboration with FinanceHRand SalesAbility to translate complex analysis into clear recommendationsSelf-starter/autonomous work style

Nice-to-Have Skills

Planhat or similar CS platformsExperience at a high-growth SaaS company or in the Microsoft ecosystem (AzureAVDIntune)Experience with AI tooling like ClaudeGeminior ChatGPTSnowflake and Power BI a plus

Tools & Platforms

SalesforcePower BIExcelPlanhatSnowflake

Required Skills

Revenue operationsCustomer success operationsSalesforcePower BIExcelDAXSnowflakePlanhatcustomer health scoresrenewal forecastingnet revenue retentionchurn analysis

Hard Skills

SalesforcePower BIExcelDAXSnowflakePlanhat

Soft Skills

communicationstakeholder managementself-motivationautonomycollaborationproblem solving

Industry & Role

Industry SaaS

Job Function Operate revenue operations for customer success to drive retention and growth through data-driven insights

Role Subtype Customer Success Operations

Tech Domains Salesforce, Power BI, Microsoft Excel, Snowflake, Planhat

Keywords for Your Resume

Revenue operationsCustomer success operationsSalesforcePower BIExcelDAXSnowflakePlanhatcustomer health scoresrenewal forecastingnet revenue retentionchurn analysispost-sale metricsKPIdashboarddata governancecross-functionalfinanceHRsalesSaaScross-functional collaboration

Deal Breakers

7+ years experience in revenue operations or related data role, Hands-on proficiency with Salesforce, Excel proficiency, Experience designing health scores and renewal forecasting

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Revenue Operations Manager, Customer Success

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