Principal Operations Manager, Customer Success

EvenUp EvenUp · Vertical AI · United States · Remote · Revenue Operations and Enablement

This role is for a Principal Operations Manager, Customer Success at EvenUp, a company that uses technology and AI to empower personal injury lawyers. The role focuses on scaling the operational engine behind the Customer Success organization by designing systems, processes, and insights to support and grow customers. Responsibilities include building operational processes, developing reporting and dashboards, leading cross-functional initiatives, optimizing the technology stack, writing SQL queries, driving initiatives with a founder mentality, and identifying opportunities for operational efficiency through automation and process improvements. The ideal candidate has 10-12 years of experience in Customer Success Operations or a related role, strong analytical skills with SQL proficiency, and experience leading cross-functional initiatives in a fast-paced SaaS environment.

What you'd actually do

  1. Partner closely with Customer Success leadership to build and scale operational processes that support onboarding, retention, renewals, and customer growth.
  2. Develop and maintain reporting, dashboards, and performance metrics that provide visibility into key customer success KPIs such as retention, expansion, customer health, and adoption.
  3. Lead cross-functional initiatives that improve the post-sales customer journey, collaborating with teams across Revenue Operations, Sales, Product, Finance, and Data.
  4. Own and optimize the Customer Success technology stack, ensuring strong data integrity and effective workflows across systems such as Salesforce, customer success platforms, and BI tools.
  5. Write and analyze SQL queries to extract, validate, and model data that drives business decisions and operational improvements.

Skills

Required

  • Customer Success Operations
  • Revenue Operations
  • Sales Operations
  • SaaS
  • analytical skills
  • SQL
  • cross-functional initiatives
  • problem-solving
  • communication skills
  • Salesforce
  • BI platforms
  • customer success systems

What the JD emphasized

  • SQL proficiency is required
  • Proven ability to lead cross-functional initiatives
  • Demonstrated “get it done” mentality
  • take ownership
  • push projects to completion
  • proactively solve problems
  • make decisions with minimal instruction