Customer Success Operations Analyst

Klaviyo; Boston (MA); On-site; USD 74,000 - 110,000; Full time

Benefits offered by this job

Annual bonus plan

Equity

Sign-on bonus

Health benefits

Job summary

Klaviyo is hiring a Customer Success Ops / Revenue Ops specialist to own capacity, coverage and renewal reporting. You will model headcount, run quarterly rebalancing, maintain assignment data in Salesforce and Gainsight, and deliver dashboards for CS leadership and executives.

You’ll build reports for weekly/monthly business reviews, track renewal status, at-risk accounts, and retention outcomes, and work with Sales Ops, Finance, and Data teams to align definitions across the company.

Qualifications

• 3–5 years in Customer Success Ops, Sales/Revenue Ops, FP&A, or analytics supporting a go-to-market team, ideally at a SaaS company.
• Strong SQL and comfort in Tableau or a similar BI tool.
• Salesforce and Gainsight experience.
• Advanced spreadsheet skills. You can build a capacity model that someone else can pick up and trust.

Responsibilities

• Maintain headcount and capacity models, and keep them current as hiring, attrition, and book growth change the picture.
• Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leaves or a customer's needs change.
• Keep assignment data clean and consistent across Salesforce, Gainsight, and reporting, so what the field sees matches what leadership sees.
• Flag where coverage doesn't match customer value or risk, and recommend how to fix it.
• Build and run the data behind weekly, monthly, and quarterly business reviews (QBR/MBR).
• Own renewal ops reporting: upcoming renewals, renewal status and activity, at-risk accounts and retention outcomes.
• Create and maintain CS dashboards and reports that CSMs, managers and LT rely on to run their books.

Skills

SQL

Tableau

BI tools

Territory design

Account assignment

Tools

Salesforce

Gainsight

Excel

Job description

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.

About the role

Our Customer Success Managers and Renewals Specialists do their best work when the plan, data, and rhythm behind them are solid. This role builds and runs all three. You'll own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing, then turn them into reporting our leaders actually use.

You'll sit between CS leadership, Sales Ops, Finance, and Data. Some weeks you'll be modeling territory options before a quarter starts. Other weeks you'll be building the renewal ops view the team checks every morning. If you like work where the answer ships and people use it, you'll like this job.

What you'll do

Capacity, coverage, and assignments

• Maintain headcount and capacity models, and keep them current as hiring, attrition, and book growth change the picture.
• Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leaves or a customer's needs change.
• Keep assignment data clean and consistent across Salesforce, Gainsight, and reporting, so what the field sees matches what leadership sees.
• Flag where coverage doesn't match customer value or risk, and recommend how to fix it.

Business reviews and performance reporting

• Build and run the data behind weekly, monthly, and quarterly business reviews (QBR/MBR), delivering inputs on time and with a clear point of view.
• Own renewal ops reporting: upcoming renewals, renewal status and activity, at‑risk accounts, and retention outcomes. Forecast and pipeline are owned elsewhere; you'll use the same definitions.
• Create and maintain CS dashboards and reports that CSMs, managers and LT rely on to run their books.
• Help drive and maintain rhythm of business reporting across all CS and Renewals segments.

Analysis and improvement

• Answer ad hoc questions from leaders with a recommendation, not a spreadsheet dump.
• Spot patterns in the data (churn drivers, coverage gaps, capacity strain) and bring them to the team before they're asked for.
• Automate recurring pulls and reports, and document the process so it doesn't live in one person's head.
• Work with Sales Ops, Finance, and Data teams to make sure definitions and numbers match across the company.

Who you are

• 3-5 years in Customer Success Ops, Sales/Revenue Ops, FP&A, or an analytics role supporting a go-to-market team, ideally at a SaaS company.
• Strong SQL and comfort in Tableau or a similar BI tool.
• Salesforce and Gainsight experience
• Advanced spreadsheet skills. You can build a capacity model that someone else can pick up and trust.
• Experience with territory design, account assignment, or capacity planning is a big plus.
• You explain data clearly to people who don't live in it, and you can tell a CSM, a director, and a VP what a number means for them.
• You're careful with details and still move fast. Reporting that's late or wrong doesn't help anyone.
• You're curious about why the number moved, not just what it is.
• You build tools and processes you'd want to inherit, not just ones that get you through this week.

Nice to have

• Experience supporting renewals or retention teams.
• Familiarity with health scoring or segmentation work.
• Python or Snowflake experience.

Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location.

• In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign‑on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

$73,600-110,400 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.