Full-Time

Customer Success Strategic Operations Lead

Posted on 11/22/2024

AngelList

AngelList

501-1,000 employees

Provides fundraising tools for startups

Venture Capital
Financial Services

Senior

New York, NY, USA

Requires in-office presence in NYC at least twice a week.

Category
Customer Success
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Python
SQL
Tableau
Salesforce
Data Analysis
Requirements
  • 5+ years of experience in customer success, operations, or process optimization roles, ideally within a SaaS, B2B technology, or high-growth startup environment where they’ve managed scalable solutions and driven data-informed strategies across customer-focused teams.
  • Proficient in Customer Success, CRM, and Data Analytics Tools: Proficiency in platforms like Gainsight, Salesforce, Metabase, Tableau, and Excel to track customer health, manage data, and generate insights for decision-making.
  • Experience with Project Management and Collaboration Software: Familiarity with tools like Linear, Notion, and Slack for workflow optimization, cross-functional collaboration, and maintaining a centralized knowledge base.
  • Strategic and Big-Picture Focused: Skilled in aligning customer success and product goals with broader business strategies.
  • Process Optimization Expert: Experienced in creating efficient, automated, and scalable solutions that enhance team productivity.
  • Customer-Centric Approach: Deeply empathetic to customer needs, ensuring exceptional service and experience.
  • Data-Analysis Experience: Basic programming skills (python, sql, workflow tooling) to be leveraged to drive insights and track performance metrics.
  • Strong Cross-Functional Communicator: Collaborative, bridging technical and customer-focused teams effectively across the organization.
Responsibilities
  • Optimize Workflows & Automate Processes: Streamline and automate workflows to reduce costs, improve team productivity, and allow a stronger focus on strategic customer interactions.
  • Enhance Customer Experience & Drive Retention: Develop and implement tools and processes to address pain points, improve satisfaction, reduce churn, and increase customer lifetime value.
  • Enable Revenue Growth through Account Monitoring: Establish frameworks for monitoring account health to identify upsell and cross-sell opportunities, and manage CS system architecture for continuous improvement.
  • Leverage Data for Strategic Insights: Analyze customer data to optimize pre- and post-sales strategies, track experience indicators, and generate actionable insights for leadership decision-making.
  • Manage Customer Lifecycle & Product Alignment: Refine lifecycle and segmentation strategies, facilitate feedback loops between Product and CS, and maintain a central knowledge base to align efforts across teams.

AngelList operates in the venture capital market, offering tools for startups and investors to facilitate fundraising. Its main products include modern cap tables, syndicates, and investor portals, which help startups raise capital more efficiently. Unlike many competitors, AngelList focuses on creating a streamlined process for both startups and investors, making it easier for them to connect and collaborate. The company's goal is to boost innovation by increasing the number of successful startups around the world.

Company Stage

Series C

Total Funding

$120.7M

Headquarters

San Francisco, California

Founded

2010

Growth & Insights
Headcount

6 month growth

2%

1 year growth

1%

2 year growth

9%
Simplify Jobs

Simplify's Take

What believers are saying

  • AngelList can capitalize on the growing market for AI-driven startups.
  • The rise of event-driven systems presents opportunities in developer tools and infrastructure.
  • Interest in health tech and wellness startups offers portfolio expansion opportunities.

What critics are saying

  • Emerging platforms like Bemi could challenge AngelList's dominance in the tech startup ecosystem.
  • Increased competition from AI-driven platforms may impact AngelList's market share.
  • Alternative funding sources could reduce AngelList's influence in the venture capital market.

What makes AngelList unique

  • AngelList offers modern cap tables and professional fundraising tools for startups.
  • The platform supports over 18,000 startups and manages $15 billion in assets.
  • AngelList simplifies capital-raising with innovative solutions like syndicates and investor portals.

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