Customer Success Operations Manager

Affinity Inc; New York (NY); On-site; USD 106,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Learning & development budget

Wellness reimbursement

Team virtual events

Job summary

Affinity Inc. is building a world-class Customer Success organization and seeks a CS Operations Manager to scale, operate, and deliver customer value. You will drive the roadmap for CS strategy within the Revenue Operations team, powering insights, planning, and processes for the CS function.

You will work cross-functionally with CS leadership, RevOps, Product, and Finance, gaining high visibility. The ideal candidate is analytical, a strong communicator, and passionate about scaling CS.

Qualifications

• 3+ years in a CS Operations role at a high-growth company.
• Strong familiarity with CS metrics and SaaS operating models.
• Proficiency in Excel/Google Sheets and BI tools for data analysis.
• Proficiency using AI to automate operational processes and build artifacts.
• Expert knowledge of Salesforce CRM and CS tools (Gainsight, Planhat).
• Ability to influence and partner cross-functionally with CS, Product, RevOps, and Finance.
• Excellent communication and presentation skills; translate data into strategic insights.
• Strong PM/Program Management skills with proactive execution.
• Experience partnering with FP&A to build revenue plans and capacity models.
• Demonstrated track record of presenting revenue KPIs to leadership.
• Autonomous, self-driven, thrives in ambiguity.

Responsibilities

• Design and operationalize CS strategies around segmentation, journeys, and success planning.
• Build models for CS capacity, productivity, health scoring, and churn/expansion forecasting.
• Track key metrics (GRR, NRR, CSAT, onboarding time) and drive improvements.
• Own the CS org's operational roadmap and customer journeys.
• Collaborate with Finance on budgeting, headcount, and compensation strategy.
• Serve as a systems and tooling expert with data and systems teams.
• Surface actionable insights to CS managers and leadership to scale best practices.

Skills

CS metrics understanding

SaaS operating models

Excel/Google Sheets

BI tools (Looker/Tableau)

AI automation

Salesforce CRM

Gainsight

Planhat

Cross-functional collaboration

Communication & storytelling

Project management

FP&A collaboration

Revenue KPI presentation

Tools

Salesforce CRM

Gainsight

Planhat

Looker

Tableau

Excel/Sheets

Job description

The Role

At Affinity, we’re building a world-class Customer Success organization and we’re looking for a Customer Success Operations Manager to be the key driver for how we scale, operate, and deliver value to our customers. In this role, you’ll drive the roadmap behind our Customer Success strategy within the Revenue Operations team powering insights, planning, and processes that enable our CS team to delight our customers.

In this role you will work cross-functionally with CS leadership, RevOps, Product, and Finance, and have high visibility across the organization. The ideal candidate is highly analytical, a strong communicator, and passionate about scaling a Customer Success Organization.

What You’ll Do

• Partner with Customer Success leadership to design and operationalize strategies around account segmentation, customer journeys, and success planning


• Build and manage models for CS capacity planning, productivity benchmarks, customer health scoring, and churn/expansion forecasting


• Track and analyze key customer metrics—e.g. GRR, NRR, CSAT, onboarding time to identify trends and drive continuous improvement


• Own the Customer Journey and the Customer Success Org’s operational roadmap


• Collaborate with Finance on budgeting, headcount, and compensation strategy for the CS organization


• Serve as a systems and tooling expert—partnering with the Data and Systems teams to ensure the CS tech stack is running efficiently


• Surface actionable insights to Customer Success Managers and CS leadership to help them prioritize actions and scale best practices

Minimum qualifications

• 3+ years of experience in a CS Operations role at a high-growth company


• Strong familiarity with Customer Success metrics and SaaS operating models (e.g. customer health, NPS, GRR, NRR, LTV)


• Proficiency in Excel/Google Sheets and BI tools (e.g. Looker, Tableau) for data analysis and visualization


• Proficiency using AI to automate operational process and build artifacts and/or agents for stakeholders to leverage and work more efficiently (e.g. Claude, ChatGPT)


• Expert level knowledge of Salesforce CRM and Customer Success tools (e.g. Gainsight, Planhat)


• Ability to influence and partner cross-functionally with CS, Product, RevOps, and Finance stakeholders


• Excellent communication and presentation skills; able to translate data into stories and strategic recommendations


• Strong project management and program management skills, with the ability to drive projects to completion with minimal oversight


• Experience partnering with FP&A to build revenue plans, capacity models, compensation plans, and deal desks


• Strong track record of developing and presenting revenue-related KPIs to leadership


• Maintains a long-term outlook while being revenue-focused when leading a team finding solutions to challenges


• Autonomous, self-driven, and able to thrive in ambiguity

Location: San Francisco or New York

For this role we’re embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2–3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team.

What you’ll enjoy at Affinity:

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and \"taste the soup\" by diving deep into experiences to create the best outcomes for our colleagues and clients.


• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.


• Retirement Planning: We offer a 401(k) plan to help you plan for your future.


• Learning & Development: We provide an annual education budget and a comprehensive L&D program.


• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.


• Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.

A reasonable estimate of the current range is $106,000 - $150,000 USD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.