Lead, Customer Success Operations Analyst

Rubrik; Palo Alto (CA); On-site; USD 123,000 - 185,000; Full time

Job summary

Rubrik is seeking a Senior Customer Success Operations professional to design automation across the customer lifecycle and own reporting for CS and Renewals. You will partner with Product, Engineering, and Sales Ops to instrument signals, build dashboards, and ensure data integrity in Salesforce, CS platforms, Snowflake, and Tableau.

Ideal candidates bring 6+ years in CS/Revenue Ops, strong Excel and SQL skills, and hands-on AI tooling experience to automate workflows and analytics for senior

Qualifications

• 6+ years in Customer Success Operations, Revenue Operations, Sales Ops, or a CS/analytics function in B2B SaaS or enterprise technology.
• Bachelor's degree in Engineering, Computer Science, or a related technical field preferred.
• Excel skills, plus fluency in SQL, Tableau, and Snowflake - able to independently build dashboards from multi-source data.
• Demonstrated experience designing and building automations: workflow automation, triggered actions, CS-platform configuration.
• Hands-on experience applying AI/LLM tools to automate reporting, analysis, or operational workflows; deep familiarity with Salesforce and a Customer Success platform (Gainsight, Totango, Planhat, or similar).
• Fluency in core post-sales metrics - GRR, NRR, churn, downsell, health scoring, segmentation, renewal motions - and judgment on which drive decisions.

Responsibilities

• Design and build automation across the customer lifecycle - onboarding, adoption tracking, renewal triggers, risk alerts, health-score refreshes.
• Partner with Product and Engineering to instrument signals into the reporting layer and close gaps surfaced by CS/ Renewals data.
• Build and own CS/Renewals dashboards and executive data packs covering GRR/NRR, renewal trends, churn/downsell drivers, at-risk accounts, health distribution, adoption, and time-to-value.
• Design and govern product metrics across product/eng and post sales teams; own data integrity across Salesforce, CS platform, Snowflake, and Tableau.
• Apply AI/LLM tools to automate reporting, build workflows, and set standards for post-sales AI usage to scale.
• Act as bridge across RevOps, Sales Ops, Finance, Support Ops, Enablement, and Data/BI; lead cross-functional programs and data alignment.
• Deliver ad hoc and recurring analysis turning raw data into decision-ready insight for CS and Renewals leadership.

Skills

SQL

Tableau

Snowflake

Excel

Data analysis

Education

Bachelor's degree in Engineering/CS

Tools

Salesforce

Gainsight

Totango

Planhat

Tableau

Job description

About the role

Rubrik's Customer Success and Renewals organization is the operational backbone that keeps our retention and growth motions running as a measurable, automated, insight-driven system. We're looking for a senior Customer Success Operations professional to be the operational engine behind these motions - building the automation that removes manual toil, turning scattered data into trusted analytics, and acting as the connective tissue between Customer Success, Renewals, RevOps, Product, and Engineering.

What You’ll Do

Design and build automation across the customer lifecycle - onboarding, adoption tracking, renewal triggers, risk alerts, health-score refreshes - replacing manual workflows with scalable, self-refreshing processes.

Partner with Product and Engineering to instrument customer and telemetry signals into the reporting layer, and coordinate on closing technical/product gaps surfaced by CS and Renewals data.

Build and own CS/Renewals dashboards and executive data packs covering GRR/NRR, renewal trends, churn/downsell drivers, at-risk accounts, health distribution, adoption, and time-to-value.

Design and govern product metrics across product/eng and post sales teams; own data integrity across Salesforce, the CS platform, Snowflake, and Tableau.

Apply AI/LLM tools to automate reporting, build workflows and frameworks from scratch, accelerate analysis, and reduce manual operational work - and help set the standard for how the post-sales org uses AI to scale.

Act as the operational bridge across RevOps, Sales Ops, Finance, Support Ops, Enablement, and Data/BI - leading cross-functional programs and driving alignment on data, definitions, and scaling initiatives.

Deliver ad hoc and recurring analysis that turns raw data into decision-ready insight for CS and Renewals leadership.

Experience you’ll need

6+ years in Customer Success Operations, Revenue Operations, Sales Ops, or a CS/analytics function in B2B SaaS or enterprise technology.

Bachelor's degree in Engineering, Computer Science, or a related technical field preferred.

Excel skills, plus fluency in SQL, Tableau, and Snowflake - able to independently build dashboards, + skills and frameworks/apps or agents, define metrics, and derive insight from complex, multi-source data.

Demonstrated experience designing and building automations: workflow automation, triggered actions, CS-platform configuration.

Hands-on experience applying AI/LLM tools to automate reporting, analysis, or operational workflows. Deep familiarity with Salesforce and a Customer Success platform (Gainsight, Totango, Planhat, or similar).

Fluency in core post-sales metrics - GRR, NRR, churn, downsell, health scoring, segmentation, renewal motions - and judgment on which ones drive decisions.

Strong technical/product reasoning, program-management ability, and a track record presenting metrics and insight to senior leadership.

US Pay Range

$123,100 - $184,700 USD

Join Us in Securing and Accelerating the World's AI Transformation

Rubrik (RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes.

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Inclusion @ Rubrik

At Rubrik, we are dedicated to fostering a culture where people from all backgrounds are valued, feel they belong, and believe they can succeed. Our commitment to inclusion is at the heart of our mission to secure the world's data.

Our goal is to hire and promote the best talent, regardless of background. We continually review hiring practices to ensure fairness and strive to create an environment where every employee has equal access to opportunities for growth and excellence. We believe in empowering everyone to bring their authentic selves to work and achieve their fullest potential.

Our inclusion strategy focuses on three core areas of our business and culture:

Our Company: We are committed to building a merit-based organization that offers equal access to growth and success for all employees globally. Your potential is limitless here.

Our Culture: We strive to create an inclusive atmosphere where individuals from