We’re looking for a CX Operations Lead to help our Customer Experience team work more efficiently.
This is an internal operations role focused on data, reporting, systems, process improvement, and cross-functional projects. You’ll look at data and workflows to identify problems, build solutions, and help teams stay aligned.
A background in Business Intelligence, Data Analytics, Operations, or Customer Success Operations could be a great fit.
What You’ll Do
Reporting & Analytics
- Build and maintain weekly CX reports and dashboards.
- Analyze customer, support, project, and NPS data to identify trends and risks.
- Monitor customer and project health and flag potential issues.
- Turn data into clear insights and recommendations for leadership.
- Track key CX metrics and performance.
Process Improvement
- Identify inefficient or manual processes and find ways to improve them.
- Build workflows, playbooks, and processes that make CX teams more efficient.
- Use automation and AI to reduce repetitive work.
- Standardize processes across Customer Success, Services, and Support.
Systems & Tools
- Manage and maintain CX systems such as Rocketlane, RingCentral, HubSpot, Gong, Appcues, and AnnounceKit.
- Keep systems, workflows, and data accurate and up to date.
- Help implement new tools and processes.
- Support CX teams when system or workflow issues come up.
- Review new product releases and make sure CX systems and documentation are updated.
Cross-Functional Projects
- Lead or coordinate projects that improve the customer experience.
- Work with Sales, Customer Success, Support, Product, Engineering, and Operations.
- Create project plans, track progress, identify risks, and keep stakeholders informed.
- Help move projects from an idea to implementation and adoption.
- Monitor customer and project activity for potential risks.
- Flag stalled projects, high support volume, low NPS scores, and other warning signs.
- Make sure issues are routed to the right teams before they become larger problems.
What Success Looks Like
You’ll be successful if:
- Leadership has clear and reliable CX reporting.
- CX teams have accurate systems and efficient processes.
- Potential customer and revenue risks are identified early.
- Manual work is reduced through automation and better workflows.
- Cross-functional projects are organized, completed, and adopted.
What We’re Looking For
- 2–3+ years of experience in BI, Data Analytics, Business Operations, Customer Success Operations, Revenue Operations, or a similar role.
- Strong analytical and problem-solving skills.
- Experience building dashboards, reports, and KPIs.
- Ability to turn data into actionable business insights.
- Experience improving processes or building workflows/automation.
- Comfortable working with business systems and learning new tools.
- Strong project management and organizational skills.
- Comfortable working with teams across Sales, Customer Success, Support, Product, and Engineering.
- Strong written and verbal communication skills.
- Comfortable working independently and taking ownership of projects.
- Experience using AI or automation tools is a plus.
- Experience with tools such as Rocketlane, HubSpot, Gong, Appcues, or RingCentral is a plus.