Full-Time

Customer Success Operations Manager

Posted on 10/2/2024

EliseAI

EliseAI

201-500 employees

AI solutions for real estate and healthcare

Enterprise Software
AI & Machine Learning
Real Estate
Healthcare

Compensation Overview

$110k - $130kAnnually

+ Equity + Bonus

Mid

New York, NY, USA

Relocation packages available for candidates outside of the Greater NYC metro area.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
SQL
Salesforce
Data Analysis
Requirements
  • 3+ years of experience in customer success facing roles within tech, SaaS, is a plus.
  • Proven experience with Customer Success platforms such as Planhat and Salesforce.
  • Proficiency with APIs and webhooks for system integrations and automations.
  • SQL knowledge for database queries and reporting.
  • Strong problem-solving skills with the ability to troubleshoot technical issues.
  • Excellent organizational skills and attention to detail in managing multiple workflows and data sets.
  • Strong communication and collaboration skills to work with cross-functional teams.
  • Ability to analyze data and generate insights to support business decisions.
Responsibilities
  • Support and manage the implementation and optimization of our CS tech stack, including Planhat and Salesforce.
  • Work with webhooks and APIs to streamline customer data flows between systems, ensuring accurate and timely reporting.
  • Collaborate with the Customer Success and Operations teams to build efficient processes for onboarding, renewals, and client health monitoring.
  • Maintain and manage system integrations, workflows, and automations that support customer lifecycle management.
  • Design and generate reports and dashboards to provide actionable insights on key CS metrics.
  • Troubleshoot and resolve any system or data issues impacting the CS team.
  • Manage custom configurations, fields, and workflows in Salesforce and Planhat to meet the evolving needs of the CS team.

EliseAI provides conversational artificial intelligence solutions tailored for businesses in the real estate and healthcare sectors. The platform automates customer interactions and operational workflows, integrating with existing systems like Property Management Systems and Customer Relationship Management systems. For real estate clients, EliseAI streamlines the leasing process with tools for automated tour scheduling and 24/7 inquiry handling, resulting in a significant portion of appointments being scheduled outside of regular hours. In healthcare, EliseAI acts as an AI assistant to manage patient communications and appointment scheduling, enhancing efficiency in medical facilities. The company operates on a Software-as-a-Service model, charging subscription fees based on service levels and customization. EliseAI's goal is to improve operational efficiency and customer satisfaction by automating routine tasks and providing valuable insights through analytics.

Company Stage

Series D

Total Funding

$138M

Headquarters

New York City, New York

Founded

2017

Growth & Insights
Headcount

6 month growth

36%

1 year growth

74%

2 year growth

127%
Simplify Jobs

Simplify's Take

What believers are saying

  • EliseAI's Series D funding of $75M boosts its market expansion and product development.
  • The platform's AI-driven predictive analytics improve rental pricing and occupancy forecasting.
  • Growing demand for AI in telehealth services aligns with EliseAI's HealthAI expansion.

What critics are saying

  • Increased competition from companies like Colleen AI and Funnel may erode market share.
  • Expansion into healthcare faces challenges due to regulatory requirements and integration issues.
  • Reliance on proprietary technology poses risks if competitors develop superior solutions.

What makes EliseAI unique

  • EliseAI integrates seamlessly with PMS, CRM, and calendar applications for efficient communication.
  • The platform handles 50% of tour appointments, with 27% scheduled after business hours.
  • EliseAI supports multiple languages, enhancing its utility in diverse markets.

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