Must-Have Skills
7+ years of experience in revenue operationscustomer success operationsor related data roleHands-on proficiency with SalesforceExcel proficiencyDeep understanding of post-sale metrics and motions (net revenue retentionchurn analysishealth scoringrenewal forecastingexpansion pipeline management)Experience designing and operationalizing customer health scores and early-warning frameworksExperience collaborating cross functionally with FinanceHRand Sales to align on data definitions and shared reporting infrastructureStrong business acumen in B2B SaaSExcellent communication skillsSelf-starter mentality with the ability to work autonomouslymanage multiple projects and prioritize in a fast-moving environment
Nice-to-Have Skills
Experience with Planhat or similar Customer Success platformsExperience at a high-growth SaaS company or in the Microsoft ecosystem (AzureAVDIntune)Hands on experience with leveraging AI tooling like ClaudeGeminior ChatGPT to improve productivityExperience with Snowflake (data warehousingquerying)and Power BI (DAXdata modeling)
Tools & Platforms
SalesforcePower BIMicrosoft ExcelPlanhatSnowflake
Hard Skills
SalesforcePower BIExcelCustomer Health ScoringEarly-warning frameworksRenewal ForecastingNet Revenue RetentionChurn AnalysisPlanhatB2B SaaS
Soft Skills
communicationcross-functional collaborationproblem solvingprioritizationself-motivationstakeholder managementanalytical thinkingattention to detail
Keywords for Your Resume
Revenue OperationsCustomer SuccessSalesforcePower BIExcelCustomer Health ScoringEarly-warning frameworksRenewal ForecastingNet Revenue RetentionChurn AnalysisPlanhatB2B SaaSData GovernanceDashboardsKPIsCross-functional collaborationCS metricsRemoteUSExpansion PipelineSaaSForecastingHealth scores
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