Customer Success Operations Manager - Remote
2 days ago
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RemoteFull-timeMid
Summary
Donnelley Financial Solutions (DFIN) is seeking a Customer Success Operations Manager to join their team remotely. The role involves building and scaling the operational foundation for the global Customer Success organization.
About the Role
As a Customer Success Operations Manager, you will design and implement processes, tools, and reporting frameworks to enhance team efficiency and client experience. You will collaborate with Customer Success leadership and cross-functional partners to track key metrics, optimize technology use, and support initiatives that improve customer journey mapping.
About You
Required:
- 3+ years of experience in Customer Success Operations, Revenue Operations, or Business Operations (B2B SaaS preferred).
- Proven track record of building operational processes from scratch in a high-growth or transformation environment.
- Strong experience with CRM (Salesforce) and CS platforms (Gainsight, ChurnZero, Planhat, etc.).
- Advanced data analysis and reporting skills (Excel, Power BI, etc.).
- Strong project management skills and attention to detail.
- Solid communication skills, with the ability to influence stakeholders at all levels.
Preferred:
- Administration certifications in CRM and CS platforms, or PMP (e.g. Salesforce, Gainsight, or similar).
- Results-driven, self-motivated, and able to work independently.
- US East Coast (e.g. New York or Boston) based.
- Familiarity with SEC filings, financial reporting, or regulatory technology solutions or willingness to learn.
- Experience with change management and enablement programming.
Benefits
- Competitive compensation with a flexible workplace.
- Comprehensive benefits package including opportunities for professional growth.
Donnelley Financial Solutions (DFIN)
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.
United States