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Docusign

Runs electronic signing and agreement workflows

CS Strategy & Operations Manager

Business OperationsUpdated on Nov 13
Full-timeHybrid

About the Job

Requirements

  • At least 8 years of experience in a customer-facing or sales team at a management consultancy or technology company.
  • Experience using and developing reports, metrics, and dashboards with Salesforce.com and business intelligence tools, and advanced Excel skills.
  • Education to degree level or equivalent.
  • Fluency in English.

Responsibilities

  • Provide thought leadership regarding data and actionable insights to key stakeholders across the Customer Success Management organization.
  • Create and manage dashboards to provide visibility and monitoring of key metrics relevant to the region, and promote focus areas based on identification of trends and performance differentiators.
  • Perform recurring and ad hoc analysis to identify trends, impacts, and root causes across Customer Success, and articulate key findings to assist decision-making and prioritization.
  • Communicate regularly on business and team performance, making recommendations based on analysis of key performance areas.
  • Present insights on key customer success metrics to other stakeholders to help drive performance in their areas, such as upsell trends and marketing program impacts.
  • Identify inefficiencies, support implementation of solutions, and track progress around Customer Success team productivity, planning, processes, and tools.
  • Create and monitor indicators using multiple data sources to expand understanding of risk in the customer portfolio and assist in developing plans to mitigate risks.
  • Produce weekly, monthly, and quarterly recurring reporting, and fulfill ad hoc data requests.
  • Act as the liaison between the global success operations team and regional leadership, ensuring global initiatives and programs are communicated, aligned, implemented, and measured in the region, and that two-way knowledge sharing drives global best practice.
  • Build executive presentations, such as Quarterly Business Reviews, crafting the messages in collaboration with Sales Leaders.
  • Own and coordinate fiscal-year planning for the Customer Success team, including business planning, headcount allocation, territory carving, quota allocation, and new segment entry.
  • Travel as necessary, typically about 15%.

Desired Qualifications

  • Strong communication skills to engage stakeholders at all levels and across multiple geographies.
  • Compelling storytelling and the ability to leverage data to drive action, including with non-analytical audiences.
  • Attention to detail, organizational skills, and time-management skills.
  • A results-driven, independent mindset and problem-solving abilities.
  • Executive presence and engagement skills.
  • Experience working in a high-growth, performance-focused environment.
  • Background in customer success, support, and consulting services.
  • Background in business-to-business and business-to-business-to-consumer Software as a Service companies.
  • Ability to collaborate across multiple functions and geographies to accomplish complex tasks.
  • A proactive mindset and desire to continually evolve how data is used to drive impactful insights.
  • Ability to see beyond the numbers to drive sound decision-making.
  • Knowledge of FinancialForce software.

About the Company

Docusign

Runs electronic signing and agreement workflows

Docusign runs electronic signing and agreement management software for businesses, letting people approve contracts online and track the steps around each agreement. Its eSignature product routes documents to signers and records who signed, while contract lifecycle tools organize preparation, negotiation, and approvals. The Intelligent Agreement Management platform stores contracts in a searchable repository and uses AI to extract terms and connect agreement data to business workflows. Customers use its web applications or embed signing through APIs, and pay for subscriptions based on users, features, and document allowances. Docusign was founded in 2003 and is headquartered in San Francisco.

Company size
5,001-10,000
Company stage
IPO
Headquarters
San Francisco, CA
Founded
2003

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