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Docusign

Runs electronic signing and agreement workflows

Customer Success Management Operations Manager

Sales OperationsUpdated on Nov 13
Full-time

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 8 years of experience in a customer-facing or sales team at a management consultancy or technology company is required.
  • Experience leveraging artificial intelligence tools and technologies to analyze data, optimize processes, or drive operational efficiencies is required.
  • Experience using and developing reports, metrics, and dashboards with Salesforce, business intelligence tools, and advanced Excel is required.
  • Willingness and ability to travel as necessary, typically about 15%, is required.

Responsibilities

  • Provide thought leadership regarding data and actionable insights to key stakeholders across the Customer Success Management organization.
  • Provide visibility and monitoring of key metrics relevant to the region and promote focus areas based on identified 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 about business and team performance, making recommendations based on analysis of key performance areas.
  • Present insights on key customer success metrics to stakeholders to help them drive performance in their areas, including upsell trends and marketing program impacts.
  • Identify inefficiencies, support implementation of solutions, and track progress relating to Customer Success team productivity, planning, processes, and tools.
  • Create and monitor indicators using multiple data sources to deepen understanding of risk in the customer portfolio and assist in developing plans to mitigate risks.
  • Produce weekly, monthly, and quarterly recurring reports 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 practices.
  • Build executive presentations, such as Quarterly Business Reviews, crafting messages in collaboration with Customer Success 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.

Desired Qualifications

  • Strong communication skills and the ability to engage stakeholders at all levels and across multiple geographies.
  • Compelling storytelling and the ability to use data to drive action, including with non-analytical audiences.
  • Attention to detail, strong organizational skills, and time management skills.
  • A results-driven, independent approach with demonstrated problem-solving abilities.
  • Strong executive presence and engagement skills.
  • Experience working in a high-growth, performance-focused environment.
  • Experience in customer success, support, and consulting services.
  • Experience in business-to-business (B2B) and business-to-business-to-consumer (B2B2C) software-as-a-service (SaaS) companies.
  • Experience measuring adoption metrics across customer success organizations.
  • Resourcefulness and ability to collaborate across multiple functions and geographies to accomplish complex tasks.
  • A proactive mindset and interest in continually evolving how data is used to drive impactful insights.
  • Ability to interpret data beyond the numbers to support sound decision-making.
  • Experience with Gainsight and Salesforce platforms.

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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