Strategy & Operations Manager, Revenue Operations

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

Strategy & Operations Manager for Customer Success at EvenUp, a vertical SaaS company using AI to empower personal injury lawyers. This role focuses on scaling the operational engine behind the Customer Success organization by designing and implementing systems, processes, and insights to improve customer onboarding, retention, renewals, and growth. Responsibilities include developing reporting and dashboards, leading cross-functional initiatives, optimizing the CS tech stack, writing SQL queries for data analysis, driving efficiency through automation, and partnering with senior leadership.

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

  • 4+ years of professional experience
  • 2+ years in management consulting, investment banking, private equity, or a similarly rigorous analytical environment
  • 2+ years in strategy, operations, RevOps, customer success operations, business operations, or a related role at a high-growth technology company
  • Experience driving cross-functional initiatives from problem definition through execution, with a track record of delivering measurable business impact
  • Strong analytical and quantitative skills, including experience using data to inform operational decisions and business strategy
  • Demonstrated ability to build scalable processes, operating cadences, and reporting frameworks in fast-paced environments
  • Experience partnering with senior leaders and influencing stakeholders across Sales, Customer Success, Finance, Product, and Operations
  • Exceptional communication skills, with the ability to synthesize complex problems into clear recommendations and action plans
  • Highly organized and detail-oriented, with a bias toward ownership and execution
  • Comfortable navigating ambiguity and tackling a broad range of strategic and operational challenges
  • Advanced proficiency with spreadsheets and business intelligence tools
  • SQL

Nice to have

  • modern AI tools
  • Revenue Operations
  • Customer Success Operations
  • Sales Operations
  • GTM functions

What the JD emphasized

  • scale the operational engine
  • scale
  • scale