Customer Success Operations Specialist

Cardata; California (MO); Hybrid; USD 54,000 - 64,000; Full time

Benefits offered by this job

Remote work

Mentorship and development

Extended medical & dental benefits

Health Spending Account

Health and Wellness Spending Account

Employee assistance program (EAP)

Unlimited Time Off

Job summary

Cardata is seeking a Customer Success Operations Specialist to empower customer-facing teams and educate customers. You will build scalable processes, training resources, and communications that drive adoption of new features across North American customers.

You will partner with Product, Support, Implementation and Marketing to deliver demonstrations, trainings, and certifications, while turning feedback into actionable improvements. This full-time remote role offers growth and impact.

Qualifications

• 3-5 years of experience in Customer Success Operations, enablement or similar role.
• Ability to learn a product deeply and explain complex features to internal teams and customers.
• Experience developing and delivering training, product demos and enablement content.
• Hands-on experience with Mailchimp or similar for customer communications.
• Strong writing, facilitation and project management with cross-team coordination.
• Familiarity with Guru, Loom or Navattic is a plus; knowledge of Gainsight, Zendesk and Hubspot is an asset.

Responsibilities

• Meet with Product and stakeholders to understand releases and who benefits.
• Translate release notes into practical training, demos, talking points and FAQs.
• Help CSMs explain new features and identify adoption opportunities with customers.
• Develop training resources and coaching to address knowledge gaps.
• Review and verify internal documentation in Guru for accuracy.
• Plan customer communications using tools like Mailchimp for targeted audiences.

Skills

Training delivery

Cross-team coordination

Communication

Project management

Knowledge sharing

Tools

Guru

Loom

Navattic

Gainsight

Zendesk

Hubspot

Mailchimp

Job description

Cardata is where driven people make an outsized impact. We’re a small but mighty team transforming how businesses manage vehicle reimbursement — replacing outdated programs with smart, automated solutions.

Our vision is bold: to provide the most comprehensive, intelligent, and automated software and services for creating ideal vehicle programs. And we’re building toward that vision every single day.

Join us and you’ll find challenge, growth, and the chance to deliver real impact — helping hundreds of companies and thousands of drivers across North America focus on the work that matters most to them.

Cardata is looking for a Customer Success Operations Specialist to strengthen how we equip our customer-facing teams and educate our customers. You’ll connect Customer Success, Product, Support, Implementation and Product Marketing, making sure product changes are understood, customer questions are heard, and the right training and communications reach the right people.This is an operations and enablement role. Your focus will be building repeatable processes, resources and communications that help the whole CS team succeed.

What you’ll do

• Meet with Product at the end of each sprint to understand what has been completed, when it will be released and which customers will benefit
• Translate release notes into practical training for CS and Support, including feature demonstrations, customer use cases, talking points and answers to likely questions
• Help CSMs explain the value of new features and identify opportunities to introduce them to existing customers
• Monitor questions from CSMs and customer admins to spot knowledge gaps, then develop group training, individual coaching or resources to address them
• Regularly review and verify internal documentation in Guru so customer-facing teams can rely on it
• Plan and manage communications to drivers, admins and customer contacts, using Mailchimp to reach the right audiences with clear, timely information
• Demonstrate new features to existing customers through webinars or other training sessions, and answer questions about how to use them
• Partner with Product Marketing to create customer enablement materials, including emails, webinars, guides and certifications
• Share customer insights with Product Marketing to help shape customer campaigns, then brief the CS team on upcoming campaigns and how they can use them in customer conversations
• Work with the Implementation Specialist to develop live and self-serve training, using tools such as Loom and Navattic where appropriate
• Work with Support to identify ticket trends by program type, customer segment and account, and translate those trends into useful insights for CS and Product
• Bring recurring customer questions, feedback and adoption barriers to Product as a trusted voice of the customer
• Turn repeated questions into practical resources, such as videos, guides and one-pagers, and improve those resources based on how teams and customers use them

What you bring

• 3-5 years of experience in Customer Success Operations, customer enablement, customer education or a related role
• The ability to learn a product in depth and explain complex features in clear, useful language for internal teams and customers
• Experience developing and delivering training, product demonstrations and written enablement materials
• Hands‑on experience with Mailchimp or a similar platform for building, segmenting and sending customer communications
• Strong writing, facilitation and project management skills, with the ability to coordinate work across several teams
• Comfort using customer feedback, support trends and recurring questions to decide where training or documentation is needed
• Experience with knowledge and training tools such as Guru, Loom or Navattic is an asset
• Hands‑on experience with Customer Success and Support tools such as Gainsight, Zendesk, and Hubspot is an asset

Compensation:

In line with Ontario’s Pay Transparency legislation, the expected base compensation for this role is $75,000–$90,000 CAD annually (dependent on experience and competency). This is a vacant position, and we are hiring with intention and seeking someone who will bring new perspective, contribute meaningfully to the team, and grow with the organization.

Why you’ll love working at Cardata:

We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast‑paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in.

You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way.

What we offer in return for you bringing your best:

• Remote work and flexible working hours
• Mentorship and development opportunities (to help you achieve your career goals!)
• Extended medical & dental benefits
• Healthcare spending account
• $3,000 annual Health and Wellness Spending Account to support your overall wellbeing
• Employee assistance program (EAP)
• Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust‑based, flexible approach to time away.

Cardata is an equal opportunity employer. All candidates will be equally considered without regard to race, ancestry, place of origin, colour, ethnic origin, language, citizenship, creed, religion, gender/gender identity, sexual orientation, age, marital status, physical and/or mental handicap or financial ability. We are dedicated to creating an inclusive environment where everyone feels welcome to bring their authentic selves to work.

If you require accommodations during the recruitment process, please let us know.

Why you’ll love working at Cardata:

We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast‑paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in.

You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way.

What we offer in return for you bringing your best:

• Remote work and flexible working hours
• Mentorship and development opportunities (to help you achieve your career goals!)
• Extended medical & dental benefits
• Healthcare spending account
• $3,000 annual Health and Wellness Spending Account to support your overall wellbeing
• Employee assistance program (EAP)
• Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust‑based, flexible approach to time away.

Cardata is an equal opportunity employer. All candidates will be equally considered without regard to race, ancestry, place of origin, colour, ethnic origin, language, citizenship, creed, religion, gender/gender identity, sexual orientation, age, marital status, physical and/or mental handicap or financial ability. We are dedicated to creating an inclusive environment where everyone feels welcome to bring their authentic selves to work.

If you require accommodations during the recruitment process, please let us know.