Senior CS Operations & Automation Architect

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

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