Customer Success Operations Manager
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Drive Customer Success operations at Clio using workflow automation, AI agents, and data from Vancouver, Toronto, or remote Canada.
As a Customer Success Operations Manager, you will support SMB Onboarding, Data Migrations, and Professional Services teams. You will turn strategy into workflows, operational projects, and technical solutions that improve delivery, early product adoption, and gross revenue retention. The role partners with Customer Success, Professional Services, Product, Marketing, and Revenue Operations teams.
Key Responsibilities:
- Scale onboarding through automation, telemetry, data, and AI
- Design Professional Services operating models and delivery workflows
- Implement Professional Services Automation tools and KPI reporting
- Translate requirements into Salesforce and post-sale systems
- Lead cross-functional customer lifecycle improvement projects
Requirements:
- 8+ years in Customer Success, GTM Systems, or Revenue Operations
- B2B software experience supporting onboarding or Professional Services
- Experience with Certinia, Rocketlane, OnRamp, ChurnZero, or Gainsight
- Knowledge of post-sale metrics and operating models
- Strong organization, communication, data, and project management skills
Apply Customer Success operations, systems engineering, and AI expertise to scale Clio’s onboarding and Professional Services delivery.
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