Strategy & Operations Manager, Customer Success

Genius AI; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health & dental insurance

Flexible PTO

Lunch stipend NYC/SF

Wellhub access

Professional development stipend

5-year performance stipend

401k from day 1

Dependent Care FSA

Parental leave

Fertility and adoption benefits

Job summary

Genius AI in New York City is seeking an experienced Strategy and Operations leader to own the onboarding, retention, and growth of a larger, more complex customer base. You will drive cross-functional initiatives and translate ambiguous problems into actionable plans.

The role reports to the Chief Revenue Officer and requires 6+ years of strategic experience, strong analytics, and the ability to operate with minimal direction. In-office 3–4 days weekly.

Qualifications

• 6+ years of experience in strategy, operations, business analysis, or strategic finance.
• Experience building AI-powered workflows that automate repeatable work.
• Ability to frame problems and design solutions with minimal direction.
• Strong analytical foundation with data tools and modeling.
• Proven ability to align multiple functions (Sales, Product, Marketing, Finance).
• Clear written communicator capable of exec summaries and briefs.

Responsibilities

• Own the strategy and execution roadmap for onboarding, retention, and growth of a large customer segment.
• Define the operational model for the Onboarding Specialist team and how the org should evolve with scale.
• Build analytics layer to track onboarding, time-to-value, expansion, and retention by segment.
• Evaluate opportunity costs of initiatives and determine sequencing of builds.
• Design and run experiments across onboarding, lifecycle, and expansion plays.
• Design AI-powered workflows to automate repeatable work across CS motion.
• Align Sales, Product, Marketing, and CX on operational requirements and dependencies.
• As CS matures, lead other high-priority strategic initiatives.

Skills

Strategic thinking

Analytics

Cross-functional influence

Data modeling tools

Job description

About Genius AI

Genius AI is building technology to help local businesses run themselves. Genius AI products do the admin work that keeps practitioners from the work they love and the people they serve. From GlossGenius to Reception, its products work 24/7 on busywork like booking, marketing, client management, finances, staff and inventory management, and more.

Genius AI technology has saved businesses 106M in admin hours, earned them $2.0B in additional revenue, and facilitated more than 624M client touch points.

About the Role

The Strategy and Operations team at Genius AI sits at the center of the most important decisions the business is making, translating ambiguous problems into clear plans and getting them executed. In this role, you’ll start by owning the strategy and execution for how Genius AI onboards, retains, and grows a larger, more complex customer base — an important and greenfield problem. But the scope doesn’t stop there. As you demonstrate impact, you’ll take on other strategic initiatives across the business, wherever the most important work is.

The role requires strong analytical instincts, clear thinking under ambiguity, and the ability to move from problem framing through execution without needing a fully defined brief. Domain expertise in Customer Success is not a prerequisite. We’re looking for someone who can tackle hard business problems from first principles and build durable solutions, regardless of the function.

You will report to the Chief Revenue Officer. You must be commutable to our NYC headquarters and will operate in an in-person environment. We default to being in-office 3–4 days per week with required attendance on Tuesdays and Thursdays.

What You’ll Do

• Own the strategy and execution roadmap for how Genius AI onboards, retains, and grows its larger customer segment, spanning onboarding design, early lifecycle engagement, and account expansion
• Define the operational model for the Onboarding Specialist team, including day-to-day workflows, capacity planning, and how the org should evolve as the customer segment scales
• Build the analytics layer that tracks CS performance including onboarding conversion, time-to-value, expansion rates, and retention by segment, translating that data into decisions
• Evaluate the economics and opportunity costs of competing initiatives, determining where to invest, what to deprioritize, and how to sequence the build
• Design and run experiments across onboarding, lifecycle, and expansion plays, building a learning cadence that compounds over time
• Design AI-powered workflows that automate repeatable work across the CS motion including health monitoring, lifecycle triggers, and reporting, so the team’s time stays on high-value interactions
• Align Sales, Product, Marketing, and CX on the operational requirements and cross-functional dependencies that make the CS motion work, then move on to the next high-priority problem
• As the CS motion matures, you will take on other high-priority strategic initiatives across the business

What We’re Looking For

• 6+ years of experience in strategy, operations, business analysis, or strategic finance, with a track record of tackling ambiguous problems and building durable solutions rather than executing against defined playbooks
• You’ve built AI-powered workflows that changed how a function operates, automating repeatable work and redirecting capacity toward higher-judgment problems
• Comfortable building from scratch with minimal direction, making calls on structure and approach in problem spaces where the answer isn’t obvious and the brief isn’t fully written
• Strong analytical foundation, including fluency with modeling and data tools, and the ability to move from raw data to a clear strategic recommendation independently
• Proven ability to drive alignment and influence without direct authority across Sales, Product, Marketing, and Finance
• Clear written communicator, able to produce a crisp strategy doc, an ops brief, or an exec summary with enough clarity that it doesn’t require a follow-up meeting to explain

Benefits & Perks

• Competitive health & dental insurance options, effective on your first day of employment
• Flexible PTO
• In-office lunch twice per week for NYC and SF employees, plus late night dinner stipends
• Access to Wellhub, a corporate wellness platform with discounted gym memberships, fitness classes, and mental health resources
• Annual stipend for professional development and continued learning
• High performers at 5 years receive a generous stipend to use however you recharge best
• 401k benefit: employees are eligible to contribute starting day 1 of employment
• Dependent Care FSA
• Paid parental leave
• Fertility and adoption benefits via Carrot and Kindbody

At Genius AI, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Genius AI is proud to be an Equal Opportunity and Affciative Action Employer.

Genius AI may use automated tools, including artificial intelligence and machine learning systems (AI Tools), to assist in evaluating applicants’ qualifications and fitness for the position. These AI Tools may be used alongside human review during one or more stages of the recruiting process, including application screening, skills assessments, and interviewing. No final hiring decision will be made solely by AI Tools without human oversight.