Customer Success Operations Analyst

Hybrid Full TimeBoston, Massachusetts, United StatesKlaviyo

Role Overview

The Customer Success Operations Analyst will build and run all the plans, data, and rhythm behind the Customer Success Managers and Renewals Specialists. This role will own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing.

What You Will Do

The analyst will maintain headcount and capacity models, support account assignment and territory planning, keep assignment data clean, flag where coverage doesn’t match customer value or risk, build and run the data behind business reviews, create and maintain CS dashboards and reports, and automate recurring pulls and reports.

Why It Might Be a Fit

The ideal candidate will have 3-5 years of experience in Customer Success Ops, Sales/Revenue Ops, FP&A, or an analytics role supporting a go-to-market team, and strong SQL and Tableau skills.

Requirements

  • 3-5 years in Customer Success Ops, Sales/Revenue Ops, FP&A, or an analytics role supporting a go-to-market team
  • Strong SQL and comfort in Tableau or a similar BI tool
  • Salesforce and Gainsight experience
  • Advanced spreadsheet skills
  • Experience with territory design, account assignment, or capacity planning is a big plus

Benefits

  • Participation in the company’s annual cash bonus plan
  • Variable compensation (OTE) for sales and customer success roles
  • Sign-on payments
  • Comprehensive range of health, welfare, and wellbeing benefits based on eligibility

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To apply for this job please visit klaviyo.com.

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