Customer Success Ops

ABOUT THE COMPANY

A bootstrapped, US-based B2B SaaS company in the earned-media / digital-PR space. Their platform helps brands place stories on major publisher wires so those brands surface as the authority when buyers search and when AI answers questions. They pivoted from a services model to pure SaaS in 2024 and now sell packaged, tiered, annual subscriptions. Small, frugal, and moving fast.

THE ROLE

This is a customer operations role that is really RevOps wearing a CS jacket. The post-sale org runs on spreadsheets and a patchwork of HubSpot, and leadership needs the customer data to go from roughly 75% trusted to 95% trusted. You will be the operational right hand to the Sr. Director of GTM Operations, owning the systems, data, and reporting that let the Account Management team retain and grow revenue.

Your first six months are about execution and data integrity: deal-desk hygiene, clean contract and renewal data, and the inputs behind health scoring. You are not setting strategy, you are making it real. Over time you earn the room to shape the health-score model and influence CS tooling decisions. You report to the Sr. Director of GTM Operations and work day to day as an extension of the AM team.

WHAT YOU'LL OWN

- Take HubSpot data confidence from roughly 75% to 95%, and clearly document the 5% of edge cases (early renewals, incremental splits) that HubSpot cannot cleanly hold, and why

- Standardize the AM motion from proposal through signed contract, and build clean visibility across deal stages and who owns what

- Audit and maintain customer, contract, renewal, and expansion data across HubSpot and PandaDoc so forecasting is trustworthy

- Build and maintain the inputs behind the customer health score, partnering with leadership to shape the model (you own the inputs, leadership owns the score)

- Stand up basic ticketing visibility by capturing requests out of Slack using the internal AI (LVX), so AM work stops disappearing into DMs

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