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Cvent

Event management SaaS with venue sourcing

Client Services Operations Senior Analyst

Business OperationsConfirmed live in the last 24 hours
Full-timeTysons, VA, USAIn-person

About the Job

Requirements

  • Have 3–5 years of experience in Client Services Operations, client services, program management, or a closely related function in B2B SaaS.
  • Have a strong understanding of customer experience principles, operational workflows, health scoring, and project management methodologies, including Agile and Waterfall.
  • Have hands-on experience with AI-powered workflows and automations, such as tools comparable to Claude or GPT, that reduced measurable human effort in a business context; awareness of AI tools alone is insufficient.
  • Be proficient with project management tools such as Jira or Smartsheet and CRM/CSM platforms such as Salesforce or Gainsight, including configuration and automation.
  • Be able to write and refine agent copy, playbooks, and documentation, present data and insights to leadership, and communicate and organize effectively.
  • Apply systems thinking to process mapping, workflow optimization, and scalable automated solutions, and be comfortable with ambiguity and shifting priorities.
  • Understand data privacy and governance considerations in enterprise software, particularly customer data handling in AI workflows.

Responsibilities

  • Lead end-to-end delivery of Client Services operations initiatives and programs, aligning them with business goals, timelines, and budgets across waterfall and agile workstreams.
  • Build and partner on activation, configuration, testing, and rollout of AI workflows enabled within existing Client Services tools, including setup and adoption.
  • Identify opportunities to improve the client journey through better processes, tools, touchpoints, and automated interventions across the customer lifecycle.
  • Partner with Sales, Product, Marketing, Support, Analytics, Data Warehouse, and Senior Client Services leaders to ensure a seamless, consistent, and data-connected client experience.
  • Define KPIs, build master dashboards, and report on retention, expansion, net revenue retention, customer satisfaction, CSM productivity, and AI adoption and deflection metrics; communicate progress and insights to internal stakeholders and executives.
  • Design and implement scalable processes and automation strategies, eliminating manual work through light automation before formal AI agent deployment to improve efficiency and service quality.
  • Liaise between executive sponsors, stakeholders, and departmental teams, managing expectations and ensuring transparency throughout the program lifecycle.

About the Company

Cvent

Event management SaaS with venue sourcing

Cvent provides a cloud-based set of tools for event management. It offers a SaaS platform with modules for event registration, venue sourcing, event marketing, and attendee engagement, helping clients automate planning, execution, and analysis of events. The platform also includes analytics and reporting to measure success and guide decisions. Revenue comes from annual subscriptions and transaction fees for venue bookings and other transactions, plus premium services like advanced analytics and dedicated support. Cvent differentiates itself by offering an end-to-end, integrated solution that covers planning, sourcing, marketing, and engagement for a diverse client base including corporate planners, hotels, venues, and agencies. The company’s goal is to help organizations run events more efficiently and cost-effectively while providing data-driven insights to improve outcomes.

Company size
5,001-10,000
Company stage
IPO
Headquarters
McLean, VA
Founded
1999

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