Customer Success Strategy & Operations Manager

Notion Notion · Enterprise · San Francisco, CA · Revenue Operations & Strategy

This role focuses on Customer Success Strategy & Operations within a SaaS company that uses AI. The primary responsibility is to optimize the customer journey, improve team productivity, and drive customer value realization. While the company and its products are AI-related, this specific role is not directly involved in building or researching AI models, but rather in leveraging AI tools and principles to enhance operational efficiency and customer success strategies. The role requires strong analytical skills, process orientation, and cross-functional collaboration to design and implement operational frameworks and workflows.

What you'd actually do

  1. Deisgn and optimize the end-to-end customer journey, including the milestones, success metrics, and playbooks that guide customers from onboarding through adoption, expansion, and renewal. Leveraging and AI-native approach, you will build the frameworks that translate business outcomes into scalable operational motions, establish leading indicators of customer health and risk, and partner cross-functionally to ensure the journey is continuously refined based on data.
  2. Develop analyses that help design, set and measure strategy for global Customer Success and Customer Experience. Present optionality to leadership to inform the right big bets for annual and in-year plans. Lead through influence across GTM Leadership, BizTech, Data, Finance and more to deliver results.
  3. Design, build and manage a model that guides resource allocation globally by segment. Partner with GTM and RevOps Leadership to define segment-specific coverage models and highest-impact activities across the customer lifecycle, linking to revenue outcomes. Monitor and report on segment performance.
  4. Develop and mature a rigorous, consistent, predictable operating rhythm — build KPI reviews that identify risks and trend and enable data-driven decisions across all levels. Generate insights about performance and drivers to guide critical decisions. Partner with RevOps, GTM Leads and BizTech to establish robust global operating processes.
  5. Design and maintain core processes, e.g. attainment reporting, forecast vs. actuals and At Risk Account Reviews. Partner with Data and BizTech to streamline daily team operations and build AI workflows while providing leadership with comprehensive insights — leveraging tools such as Zendesk, Assembled, Gainsight, Salesforce, Tableau and Hex.

Skills

Required

  • 5+ years working in Customer Operations and/or Strategy in a high growth SaaS model
  • Strong analytical skills -- can model any operational question full cycle (develop assumptions and output)
  • AI-native approach to building workflows, insights, and end-to-end systems between humans & agents
  • High EQ -- works well with stakeholders, gains trust, enjoys working with people
  • Senior presence -- can convey complex information to executives clearly and concisely; can resolve tradeoffs. Effective communicator across levels and audiences
  • First principles problem solver -- dimensionalizes problems, demonstrates history of lateral thinking
  • Hands on -- extensive experience and interest in building from scratch
  • Ownership -- high ownership mentality demonstrated by developing projects of >6-12 months length
  • BA / BS required

Nice to have

  • Customer-facing experience on an account team
  • Notion power user or desire to learn -- prior Notion experience is not required, but you have the ability and desire to become a pro

What the JD emphasized

  • AI-native approach to building workflows, insights, and end-to-end systems between humans & agents
  • build AI workflows