Customer Success Operations Specialist Jobs

Perplexity is looking for an experienced Billing Operations Manager to join our Finance and Accounting team as we scale our enterprise business. You will own the enterprise billing lifecycle, translating complex commercial agreements into accurate, timely invoices and building the processes and controls that support our growth. This is a hands-on role working closely with Deal Desk, Enterprise Sales, Legal, and Customer Success. The ideal candidate combines strong billing and systems expertise with sound judgement, a customer-focused approach, and the ability to bring structure to a fast-moving environment. Responsibilities Enterprise and reseller billing: Own enterprise billing operations from customer and subscription setup through recurring invoicing, renewals, amendments, and cancellations, ensuring accurate and timely billing in accordance with executed agreements. Contract review: Partner with Enterprise Sales and Deal Desk to review nonstandard billing terms before contracts are signed, assess operational feasibility, and route exceptions for approval. Complex billing arrangements: Translate approved pricing and contractual terms into billing configurations and schedules, including seat changes, tiered discounting, prorations, co-terminations, prepaid credits, and usage billed in arrears. Billing inquiries and disputes: Serve as the primary point of contact for enterprise billing questions from customers and internal teams. Investigate discrepancies, coordinate approved credits and rebills, and address underlying causes to prevent recurring issues. Reconciliations and close support: Reconcile contract, subscription, and usage data to billing output and investigate any billing discrepancies. Support month-end close and audits through billing completeness checks, reconciliations, and supporting documentation. Integration management: Identifying and resolving any billing system integration failures. Customer Success and renewal support: Partner with Customer Suc

About Pleo Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’. The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years. Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together. About the role We're looking for a GTM Operations Analyst to join our CX Operations team at Pleo. In this role, you'll drive operational excellence across customer experience, retention, and lifecycle workflows, manage CRM systems and data integrity, build reporting dashboards, and translate operational data into actionable insights for proactive retention strategies. If you're excited about building scalable customer-facing processes and are passionate about customer experience and SaaS operations, then this is the opportunity for you! Who you’ll be working with and reporting to You’ll report to our GTM Operations Manager and work closely with teams in Customer success & Sales teams. Our team is highly collaborative and dedicated to operational health and data integrity. You’ll also have the chance to partner with teams acr

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Global Payments Performance (GPPT) team, which falls under the Customer Success organization, is a dedicated team of payment experts that help users optimize their payment and product setup with Stripe. The team provides direct User engagement to our most strategic Users as well as a variety of resources that support account teams (self-guided payment optimization workshops, optimization playbooks, data & insights). The Customer Success Strategy & Operations team sits at the center of how Customer Success operates at Stripe. As GPPT scales, dedicated S&O support is required to both shape the function’s day-to-day operating model—from operating forums, capacity management and metric design— to the systems and cadences that enable execution of the team's long term vision. You will lead annual planning, OKR development, and engagement-model design to ensure GPPT is positioned to deliver for users and scale effectively. This is a high-impact Business Partner and Builder role at the heart of GPPT and Customer Success. As a trusted thought partner to senior leadership, you’ll combine strategic insight, operational excellence, and hands-on execution to turn ambitious priorities into meaningful results. You’ll lead critical cross-functional initiatives and build the operating mechanisms that help teams make smarter decisions, execute with consistency, scale effectively, and deliver measurable value. Given the cross functio

OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other YOUR IMPACT As a Sales Operations Analyst you will be responsible for partnering closely with Sales leadership to plan, develop, implement, and execute business processes and workflows, manage forecasting cadences, and monitor process compliance. You will serve as a key business partner to the Sales Team, using strong business acumen and a passion for operations to drive scalable, data-driven improvements in a fast-moving environment. Act as a business partner to Sales leadership on all matters related to their business. Drive sales territory planning and ongoing execution. Partner with Sales leadership to create processes and workflows across the sales lifecycle, including expansion and renewal where applicable. Ensure data integrity across accounts, opportunities, and tasks related to the sales lifecycle. Track operational performance and provide actionable insights and recommendations. Own Redwood's QBR process and execution for the Sales Team. Provide pipeline analysis and recommendations, including top- and mid-funnel patterns, c

Overview: Qsight is a high-growth division of Guidepoint focused on building data intelligence solutions for the healthcare sector. Qsight leverages proprietary datasets and rigorous analysis of alternative data sources to generate actionable insights for top-tier institutional investors, medical device manufacturers, and pharmaceutical companies. The Qsight team develops market intelligence products designed to be highly relevant, accurate, and scalable – delivering superior insights to a diverse, global client base. We are seeking an experienced, motivated Tehnical Operations Engineer to join our growing team. This is a multiple-hats role focused on SaaS/platform operations and tier-2 support for client-facing systems. You will own the administration and reliability of key tools, troubleshoot and resolve escalations with clear documentation, and build lightweight automation and reporting to reduce manual work as we scale. You will partner closely with Customer Success, Product, and Engineering to proactively monitor, support, and improve critical systems. Through practical, creative problem-solving, you will strengthen reliability, accelerate time to resolution, and increase operational visibility. Day to day, you will triage and resolve client technical questions, manage vendor license administration and renewals, and produce reporting that informs operational decisions. This role is a launchpad toward an SRE/Platform Engineering track as you grow into deeper automation, reliability engineering, and systems design work. This is a hybrid position based out of our Toronto office. What You’ll Do: Platform Support Own routine ops and configuration changes for critical SaaS platforms – Including Tableau, Freshdesk, Datadog, and our own client facing and internal portals Configure and maintain Freshdesk portals, routing, SLAs, permissions, integrations, etc. based on business requirements. Automate manual operations with Python, PowerAutomate, and shell scri

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Revenue Strategy and Operations Team Revenue Strategy & Operations sits at the heart of our organization, driving operational excellence across our entire revenue organization. As part of Okta's Business Operations team, we amplify the impact across our rapidly growing Sales, Presales, Customer Success, Technical Account Management (TAM), and Renewals organizations by ensuring each function has the insights, tools, and processes to run effectively and efficiently. The team establishes rigorous standards and processes, and scales customer-centric operations to support our growth targets across the entire customer lifecycle. The Senior Manager, xDR Sales Strategy & Operations Opportunity As the Senior Manager, xDR Sales Strategy & Operations, you will be both the strategic engine behind the AMER xDR organization and the people leader for the EMEA and APJ xDR Operations team members. You will lead regional and global planning, own business performance reporting, and act as a trusted advisor to xDR Leaders across all three regions. In addition to directly managing the EMEA and APJ ops team, you will set the standard for how the global xDR ops function operates — building a cohesive, high-performing team that drives consistency in KPIs, processes, and systems worldwide. This is a high-impact, highly visible role for a builder who thrives in complexity, develops talent, and delivers quality at scale. What You'll Be Doing Lead and Develop Global Op

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Revenue Strategy and Operations Team Revenue Strategy & Operations sits at the heart of our organization, driving operational excellence across our entire revenue organization. As part of Okta's Business Operations team, we amplify the impact across our rapidly growing Sales, Presales, Customer Success, Technical Account Management (TAM), and Renewals organizations by ensuring each function has the insights, tools, and processes to run effectively and efficiently. The team establishes rigorous standards and processes, and scales customer-centric operations to support our growth targets across the entire customer lifecycle. The Senior Manager, Presales Strategy & Operations Opportunity In this leadership role, you will direct a team of analysts and managers and work closely with the Field Organization to provide actionable insights, design strategic roadmaps, and accelerate Okta’s growth by partnering directly with the Global Presales (Sales Engineering) Leadership team. You will lead cross-functional initiatives and collaborate with leaders across Sales Planning, Business Technology, Data & Analytics, and Sales Enablement to design and implement robust operational frameworks. This person will ideally be located within a commutable distance to our San Francisco office as we operate a flexible, hybrid working model. What you’ll be doing Build and Lead a High-Performing Team: Recruit, mentor, and manage a team of presales strategy and ope

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Responsibilities Handle all incoming counterparty settlement requests within a pre-agreed timeframe. Act as a point of contact for a portfolio of counterparties. Track towards assigned KPIs for trade operations. Work in concert with Trading Desk, Product, and Customer Success teams to understand and deliver on their expectations with regards to serving clients. Ensure trades, transfers and inventory reconciliation happens across different internal subsystems and external systems - banks, custodians, etc. Monitor daily inventory needs for - settlement, lending & borrowing activity- and liaise directly with Treasury Management. Provide inputs to compliance and risk teams to design pragmatic controls in this environment of changing regulatory landscape. Adhere to established trade operations processes designed for regulatory compliance. Liaise with Accounting and ensure proper trade and settlement data is provided to them on a timely basis. Perform reconciliations between internal systems and external to ensure data integrity, identify breaks and resolve them by working with relevant teams. Improve reconciliation processes, provide inputs in making them robust or/and identify gaps in current reconciliations so that there is completeness. Requirements 4-8 years of expe

Role Description Dropbox is bringing together Product Marketing across a multi-product portfolio and strengthening the foundations that connect product strategy to market execution. As Senior Product Marketing Operations Manager, you will be a senior individual contributor who builds and runs the operating systems that help Product Marketing work with greater clarity, consistency, and impact Your initial mandate will span four connected areas: the lifecycle for foundational messaging and positioning assets; portfolio and roadmap visibility; PMM-side launch strategy and governance; and the planning rhythms and cross-functional interlocks that connect PMM with Solutions Marketing, Integrated Marketing, Product, Communications, Sales, Customer Success, Enablement, and program management partners - clarify decision rights and handoffs; surface dependencies, risks, and tradeoffs; and establish reusable standards, templates, and operating cadences that strengthen focus and accountability. Over time, you will create a foundation that allows PMM Operations to scale as the organization’s needs evolve This role offers broad visibility across Dropbox’s product and go-to-market priorities and the opportunity to shape how a growing PMM organization operates at a strategic level. Your impact will be reflected not only in stronger processes, but in whether PMM is engaged at the right decision points, cross-functional teams are aligned on the priorities and tradeoffs that matter, and the organization can move from strategy to market with greater clarity and accountability. Responsibilities Build, operate, and continuously improve the Product Marketing operating model across team planning, portfolio and roadmap visibility, foundational content systems, launch governance, and cross-functional accountability. Establish the lifecycle for messaging, positioning, and related PMM foundations, including templates, inventories, accountable owners, review and sign-off, refresh cadences, qual

Role Description Dropbox is bringing together Product Marketing across a multi-product portfolio and strengthening the foundations that connect product strategy to market execution. As Senior Product Marketing Operations Manager, you will be a senior individual contributor who builds and runs the operating systems that help Product Marketing work with greater clarity, consistency, and impact Your initial mandate will span four connected areas: the lifecycle for foundational messaging and positioning assets; portfolio and roadmap visibility; PMM-side launch strategy and governance; and the planning rhythms and cross-functional interlocks that connect PMM with Solutions Marketing, Integrated Marketing, Product, Communications, Sales, Customer Success, Enablement, and program management partners - clarify decision rights and handoffs; surface dependencies, risks, and tradeoffs; and establish reusable standards, templates, and operating cadences that strengthen focus and accountability. Over time, you will create a foundation that allows PMM Operations to scale as the organization’s needs evolve This role offers broad visibility across Dropbox’s product and go-to-market priorities and the opportunity to shape how a growing PMM organization operates at a strategic level. Your impact will be reflected not only in stronger processes, but in whether PMM is engaged at the right decision points, cross-functional teams are aligned on the priorities and tradeoffs that matter, and the organization can move from strategy to market with greater clarity and accountability. Responsibilities Build, operate, and continuously improve the Product Marketing operating model across team planning, portfolio and roadmap visibility, foundational content systems, launch governance, and cross-functional accountability. Establish the lifecycle for messaging, positioning, and related PMM foundations, including templates, inventories, accountable owners, review and sign-off, refresh cadences, qual

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 200+ public data centers globally and thousands of private sites at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. The Zscaler Sales and Go-to-Market team is a global group of professionals who are passionate about delighting our customers, nurturing trusted partnerships, and sharing their expertise to drive a secure, cloud-enabled digital future and further cement our position as the world leader in cloud security. Sales, Customer Success, Sales Enablement, Solution Architects, Business Development, Transformation, and Technology Partnerships all work together to demonstrate the power and agility of Zscaler cloud transformation to the world. We're looking for an experienced Operations Manager to join our Sales and Go-to-Market team. Reporting to the Director of Sales Operations you'll be responsible for: Description Supporting Zscaler’s Go-To-Market (GTM) growth by focusing on strategic projects and operational efficiencies. Partner with senior leadership to define and execute go-to-market strategies and resource plans tailored

The Sales Ops Analyst plays a critical role in supporting MongoDB’s global Sales organization through operational excellence, data governance, project ownership, and process optimization. This role is responsible for managing end-to-end operational workflows, driving cross-functional initiatives, providing actionable business insights, and resolving complex operational issues that impact sales productivity. Unlike entry-level operational support roles, Sales Ops Analysts are expected to independently manage medium-scale projects, perform root cause analysis, influence stakeholders, and contribute to continuous improvements across sales processes, systems, and data management practices. MongoDB’s Sales Operations team partners closely with Sales, Marketing, Finance, Deal Desk, Customer Success, and Business Systems teams to ensure operational scalability and data-driven decision-making. We are looking to speak to candidates who are based in Gurugram for our hybrid working model. Shift Timings: 2:00 PM – 10:00 PM (cabs will be provided) You Will Have the Opportunity To Accelerate your career through exposure to world-class sales methodologies and operational best practices Own and manage operational workflows and medium-scale projects impacting global sales teams Partner with stakeholders across Sales, GTM Operations, Deal Desk, Finance, and Business Systems teams Develop expertise in CRM systems, sales processes, data governance, reporting, and automation Build analytical capabilities by transforming complex data into actionable business insights Drive process improvements that increase operational efficiency and sales productivity Gain exposure to strategic initiatives supporting a rapidly growing global SaaS organization Responsibilities Sales Operations & Process Ownership Own end-to-end operational processes to ensure data quality, governance, and process integrity across prospecting tools, lead management, account and territory management, and system audits

About Appspace: At Appspace, we’re passionate about creating better work experiences for people everywhere, and we’re looking for people that feel the same way. Our global office locations and flexible work culture help you work wherever and however you’re at your best. Plus, we take the time to help you enjoy your work, build lasting connections, and grow your role. Join the Appspace team and be a part of a culture that’s helping people everywhere love where they work. Your Role as a Revenue Operations Manager: The Revenue Operations Manager is a critical role responsible for building, scaling, and optimizing the operational engine that powers Appspace's go-to-market (GTM) organization. Reporting directly to the Chief Sales Officer, this leader will partner closely with Sales, Marketing, Customer Success, and Finance to drive revenue predictability, operational excellence, and strategic alignment across the full customer lifecycle. This is a high-impact, highly visible role for an operator who thrives at the intersection of strategy, data, process, and technology — and who can translate analytical insight into actionable outcomes. A Day in the Life of a Revenue Operations Manager: GTM Strategy & Revenue Planning Own the annual and quarterly revenue planning process, including quota setting, territory design, and headcount modeling in partnership with Sales leadership and Finance. Develop and maintain a single source of truth for GTM performance, pipeline health, and revenue forecasting. Drive the Appspace GTM operating cadence — including QBRs, pipeline reviews, and forecast calls — ensuring rigor, consistency, and accountability. Sales Operations Lead and develop a high-performing Revenue Operations team spanning sales ops, marketing ops, CS ops, and data/analytics. Design and enforce consistent sales processes, methodologies, and rules of engagement across all GTM segments (SMB, Mid-Market, Enterprise). Identify and remove operational friction across the sale

We’re looking for an experienced Associate to join our growing GTM Strategy & Operations team. Our team solves complex problems that require insight, creativity, and execution through building scalable processes, tools, and systems for our rapidly growing global business. You will own the day-to-day management and strategy of the sales productivity tool ecosystem that powers our Sales and Customer Success organizations - including contact intelligence, outbound sequencing, and data enrichment platforms. Doing this successfully requires a deep understanding of the “day in the life” for field teams, strong vendor management skills, and the ability to translate business needs into tooling solutions that help Datadog grow 10x. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. You Will Own the tool portfolio: Manage the strategy, lifecycle, and day-to-day administration of Datadog’s sales productivity tools, including contact intelligence, outbound sequencing, and data enrichment platforms Lead AI tooling strategy: Identify, evaluate, and pilot AI-powered tools and features that enhance sales productivity - from AI-assisted prospecting and enrichment to intelligent sequencing and personalization - and help define Datadog’s forward-looking AI tooling roadmap for the Sales and CS organizations Drive vendor performance: Manage vendor relationships, contract renewals, and commercial negotiations in partnership with Legal, Finance, and Procurement - including benchmarking tools against alternatives and driving competitive pricing Measure impact: Define and track success metrics across all managed tools (e.g., adoption rates, data quality, pipeline influenced) and use findings to make data-driven consolidation, expansion, or replacement decisions Partner with the field: Wo

SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today, SpaceX is actively developing the technologies to make this possible, with the ultimate goal of making life multiplanetary and expanding consciousness to the stars. SpaceXSI is building Super Intelligence to help humanity understand the universe. Our teams are building the full Super Intelligence stack: from our Colossus supercomputers, to Grok models, to our suite of applications, including Grok Bot, Grok Build, Grok Imagine, Grok Voice, and X. We're creating a powerful flywheel where more compute trains better models, better models power more useful products, and what we learn from people using those products shapes what we build next. We’re hiring a Solutions Strategy & Operations Manager to help build the operating system for our Customer Success and Solutions teams. This role is critical to building our business with rigor and pace, helping us scale customer value fast. You’ll begin as a generalist supporting our Solutions Architect, Field Engineering and Forward Deployed Engineering functions, with the path to own a specific business unit end-to-end as we grow and scale. These teams are technical and experienced, and we’re looking for a strong strategy & ops partner who can collaborate and help us scale their impact. Our mission is to automate coding. The first step in our journey is to build the best tool for professional programmers, using a combination of inventive research, design, and engineering. Our organization is very flat, and our team is small and talent dense. We particularly like people who are truth-seeking, passionate, and creative. We enjoy spirited debate, crazy ideas, and shipping code. About the role There are early foundations in place, but much of the long-term system still needs to be built — from maturing key metrics that matter, the cadences that drive decisions, the playboo