Strategic Client Success & Operations Lead

Visa Hunt; United States; Hybrid; USD 128,000 - 160,000; Full time

Benefits offered by this job

Medical and Dental coverage

401(k) with company match

Flexible Time Off

Wellness reimbursement

Life insurance

Paid time off & holidays

Job summary

Origami Risk is seeking a Lead, Client Success Strategy & Programs to act as the operational backbone of CS and TAM, owning platforms, reporting, and programs. Base pay ranges from $128,000 to $160,000 with bonus eligibility and comprehensive benefits.

The role focuses on Salesforce operations, Planhat administration, dashboards, client journey orchestration, and CS tech stack, collaborating across CS, Product, Revenue, Engineering, Marketing, and PS to drive measurable client outcomes.

Qualifications

• Bachelor’s degree in Business Administration, Information Systems, Finance, or related field.
• 5+ years of experience in CS Strategy & Programs, CS Operations, Revenue Operations, or related SaaS function.
• Hands-on experience with Salesforce, including SOPs and workflow design.
• Experience with a CS platform such as Planhat, Gainsight, or ChurnZero.
• Proven track record of owning complex, cross-functional projects.
• Data literacy, with the ability to build and interpret dashboards in Salesforce, Planhat, or BI tools.
• Experience leading change management and rolling out new processes and tools across a team.
• Structured project management experience — PMP, Scrum, or equivalent demonstrated capability preferred.
• Strong communication skills and ability to translate operational complexity for technical and non-technical stakeholders.

Responsibilities

• Own Salesforce SOPs, roadmap, and data integrity in CS workflows.
• Maintain Planhat as CS platform of record; drive enhancements aligned to business needs.
• Lead CS reporting infrastructure; design dashboards for CS and executive views.
• Define client journey framework; collaborate with CS, Product, Revenue, Engineering, Marketing, and PS.
• Coordinate Client Portal and community; ensure value, engagement, and governance.
• Oversee client satisfaction survey strategy and CSAT impact.
• Coordinate Elevate client conference; manage cross-functional execution.
• Maintain CS tech stack, playbooks, and enablement resources; ensure onboarding readiness.
• Identify AI opportunities to improve client experience and translate into structured initiatives.
• Ensure compliance with security/privacy policies and data protection requirements.

Skills

Salesforce

Planhat

Gainsight

ChurnZero

CS Strategy

Program Management

Data Visualization

Cross-functional Collaboration

Security & Privacy

NIST/ISO SOC 2

Education

Bachelor's degree in Business Administration, Information Systems or related field

Tools

Salesforce

Planhat

Gainsight

ChurnZero

Job description

Origami Risk is seeking a Lead, Client Success Strategy & Programs to act as the operational backbone of CS and TAM, owning platforms, reporting, and programs. Base pay ranges from $128,000 to $160,000 with bonus eligibility and comprehensive benefits.

The role focuses on Salesforce operations, Planhat administration, dashboards, client journey orchestration, and CS tech stack, collaborating across CS, Product, Revenue, Engineering, Marketing, and PS to drive measurable client outcomes.