Customer Success Operations Specialist

• Monitor and analyze client usage data to identify adoption trends, engagement levels, and potential risks
• Generate insights and recommendations to drive increased product adoption and customer value realization
• Flag low-utilization accounts and collaborate with Account Managers to improve engagement
• Prepare regular reports and dashboards to track customer success metrics
• Respond to and resolve customer support tickets
• Coordinate with internal teams to escalate and track complex issues through resolution
• Document customer inquiries and follow through to completion
• Maintain customer health dashboards and account records
• Partner with Account Managers and customer points of contact to keep account information current and accurate
• Monitor account status, risks, milestones, and engagement indicators
• Assist in identifying churn risks and growth opportunities
• Create and manage user accounts according to customer requests and internal processes
• Set up product demonstrations and trial environments
• Support onboarding activities for new customer users
• Maintain accurate customer user access and permissions
• Collaborate with Customer Success, Sales, Product, and Support teams
• Contribute to process improvements and operational efficiencies
• Document customer success workflows, procedures, and best practices

• 2+ years of experience in Customer Success, Customer Operations, SaaS Operations, Support, or a related role
• Strong analytical skills with the ability to interpret customer usage data and identify actionable insights
• Excellent written and verbal communication skills
• Experience using CRM, customer success, ticketing, and reporting platforms
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Customer-focused mindset with strong problem-solving abilities