Full-Time

Customer Success Operations Senior Associate

Posted on 2/3/2024

Glia

Glia

201-500 employees

Digital customer service platform for financial institutions

Fintech
AI & Machine Learning

Senior

Remote in USA

Required Skills
Sales
Communications
Management
Salesforce
Marketing
Requirements
  • 3+ years of work experience in B2B SaaS CS Operations, Sales Operations, or Management Consulting
  • Familiarity with Salesforce CRM
  • Experience with CS Management Systems is a plus (i.e. Gainsight, Catalyst, ChurnZero etc.,)
  • Advanced analytical skills (including data modeling) and business insights
  • Experience dealing with ambiguity in a fast paced environment
  • Ability to build clear and concise presentations
  • Effective communication with peers and leadership
  • Strong project management skills
Responsibilities
  • Identify necessary metrics, sources and frequency to inform business decisions and improve efficiency of the CS and Professional Services orgs
  • Develop and implement lifecycle processes and policies to support customer outcomes and business growth, defining the appropriate touch points throughout the customer journey
  • Build and evolve key reporting for the leadership team (i.e., forecasts, renew, expand, churn)
  • Analyze customer data across accounts to create business rules and triggers for proactive engagement with our clients
  • Identify signals of at-risk clients and design a playbook to proactively drive clients back to success with our team
  • Improve efficiencies through automation, additional tools and resource creation
  • Work cross functionally with the greater solutions team and technical partners to optimize the platform for customer success goals
  • Manage revenue forecasts for renewals, expansion and at-risk revenue
  • Partner with other GTM teams including Marketing, Alliances, and Sales to drive alignment across the org

The Glia Interaction Platform offers a ChannelLess™ Architecture, integrating digital customer service, call center, and automation to enable seamless channel shifting, adopted by over 400 financial institutions worldwide to enhance customer experience and drive business results.

Company Stage

Series D

Total Funding

$152.3M

Headquarters

New York, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

4%

2 year growth

52%
INACTIVE