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Customer Success Operations Manager - job 1 of 2

As a key member of the Revenue Operations team, your primary responsibility will be to leverage data, tools, and scalable processes to improve the post-sales journey and enhance the effectiveness of our Customer Success, Professional Services, and Support teams. Your work will directly impact customer retention, expansion, and overall satisfaction—helping shape the future of how we serve and grow our customer base.


At Atlan, we are building the ultimate GTM Operations team. This is your opportunity to take ownership, push boundaries, and be part of a team redefining the next generation of Go-To-Market (GTM) by aligning strategy, process, and execution. If you thrive on solving complex challenges, leveraging creativity, data, and technology to drive meaningful impact, we’d love to have you on this journey.


What Will You Do? 🤔
  • Own and optimize the Customer Success tech stack (e.g., Vitally, Hubspot, Salesforce, Zendesk, Mixpanel, Sigma).
  • Design and implement data-driven workflows that help Customer Success Managers (CSMs) prioritize at-risk accounts and identify expansion opportunities.
  • Define and operationalize CS and Professional Services playbooks to drive implementation, adoption, retention, expansion, and customer satisfaction.
  • Develop and enforce operational rhythms for renewal forecasting, account strategy, risk mitigation, and territory management.
  • Analyze customer usage data to provide actionable insights and drive proactive engagement strategies.
  • Leverage cutting-edge AI tools and automation to enhance Customer Success performance, reduce friction, and improve efficiency at scale.
  • Support business leaders in understanding and leveraging data by creating dashboards, visualizations, and reporting frameworks.
  • Work cross-functionally with Product, Sales, Marketing, and Data teams to ensure alignment and collaboration on CS initiatives.
  • Take ownership of strategic initiatives and continuously improve the efficiency and scalability of the Customer Success function.
  • This is a high-impact, cross-functional role requiring a mix of analytical skills, strategic thinking, and a deep understanding of customer lifecycle operations.


What Makes You a Match? 😍
  • We’re looking for a strategic thinker and problem solver who thrives in a fast-paced, data-driven environment.
  • A minimum of 5+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, Strategy, or a related role.
  • Hands-on experience managing CS tools like Vitally, Gainsight, Totango, or ChurnZero.
  • Proficiency in CRM and BI tools (Salesforce required; Sigma, Tableau, Snowflake, SQL a plus).
  • Strong analytical and problem-solving skills, with the ability to break down ambiguous problems into structured solutions.
  • Experience building dashboards and visualizing data to tell compelling business stories.
  • A systems and process mindset, with experience optimizing workflows and implementing scalable processes.
  • A passion for innovation and AI-driven operations, with experience using AI tools and automation to enhance customer success outcomes.
  • Cross-functional collaboration experience, working with teams across Sales, Marketing, Product, Finance, and Data.
  • A proactive and ownership-driven attitude, with a passion for process improvement and efficiency.
  • Excellent communication and storytelling skills, with the ability to drive alignment across stakeholders.
  • Experience in a startup or high-growth SaaS environment is a plus.


If you love diving into data, improving operational efficiency, and building scalable processes that drive impact, we’d love to hear from you! 🚀

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What You Should Know About Customer Success Operations Manager, Atlan

At Atlan, we're on the lookout for an enthusiastic Customer Success Operations Manager to join our dynamic Revenue Operations team! In this exciting role, you’ll have the opportunity to amplify the post-sales experience of our customers and play a crucial part in our mission to improve customer retention, expansion, and satisfaction. Your primary focus will be on leveraging innovative tools and data to create seamless, scalable processes that support our Customer Success, Professional Services, and Support teams. You’ll own the Customer Success tech stack, orchestrate data-driven workflows that empower Customer Success Managers, and develop operational rhythms that foster growth. If you’re the type of person who enjoys solving complex challenges, integrating technology, and driving meaningful change, this is the role for you. With a minimum of 5 years in Customer Success or Revenue Operations, you’ll be equipped to analyze customer data, develop dashboards, and implement strategies that enhance performance. We value a systems and process-oriented mindset, and your ability to collaborate with cross-functional teams will be essential in aligning our objectives with those of Sales, Marketing, and Product. Join us as we redefine the future of Go-To-Market operations and make a real impact in our customer's lives and business. If this sounds like you, don’t hesitate to reach out—we can’t wait to connect! 🚀

Frequently Asked Questions (FAQs) for Customer Success Operations Manager Role at Atlan
What are the key responsibilities of a Customer Success Operations Manager at Atlan?

The Customer Success Operations Manager at Atlan will be responsible for owning and optimizing the Customer Success tech stack, designing data-driven workflows, operationalizing playbooks, analyzing customer data for insights, and working cross-functionally to enhance post-sales strategies. This position directly impacts customer retention and satisfaction, creating a significant opportunity for those wanting to influence the customer journey.

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What qualifications are needed for the Customer Success Operations Manager role at Atlan?

Atlan is looking for a candidate with a minimum of 5+ years of experience in roles like Customer Success Operations or Revenue Operations. Proficiency in Salesforce and CRM tools, strong analytical skills, and experience with data visualization tools such as Tableau or Sigma will be essential to succeed in this role.

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How does the Customer Success Operations Manager impact customer retention at Atlan?

The Customer Success Operations Manager plays a crucial role in impacting customer retention by developing and implementing strategies that prioritize customer engagement and identifying at-risk accounts through data analysis. Their work in optimizing Customer Success tools and creating actionable insights directly contributes to maintaining strong customer relationships.

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What is the work culture like for the Customer Success Operations Manager at Atlan?

Atlan offers a vibrant and dynamic work culture that prizes innovation, collaboration, and a fast-paced environment. As a Customer Success Operations Manager, you'll be part of a team redefining Go-To-Market practices while having the freedom to take ownership of projects and drive efficiencies that matter.

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What tools does a Customer Success Operations Manager at Atlan utilize?

The Customer Success Operations Manager at Atlan utilizes a variety of tools including Vitally, Hubspot, Salesforce, Zendesk, and Mixpanel. Familiarity with BI tools like Tableau and Sigma is beneficial as well, enabling the Manager to create meaningful dashboards and reports that support cross-functional teams.

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Common Interview Questions for Customer Success Operations Manager
Can you describe your experience with Customer Success tools like Vitally or Gainsight?

When answering this question, provide specific examples of tools you've used, highlighting how you leveraged these tools to enhance customer success outcomes. Discuss any integrations you managed and how these tools facilitated better customer engagements or insights into customer behavior.

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How do you prioritize tasks as a Customer Success Operations Manager?

Discuss your approach to prioritizing tasks, such as using data insights and customer feedback to identify what matters most. Explain how you balance short-term fixes versus long-term strategic projects and how you involve your team in the prioritization process.

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What methods do you use to analyze customer data for actionable insights?

Share your preferred methods for analyzing data—this might include statistical tools, data visualization techniques, or specific software. Discuss how you translate these insights into actionable strategies that can be communicated effectively to stakeholders.

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Describe a successful project you implemented in a previous Customer Success role.

Provide a detailed narrative about a specific project, including your role, the challenges faced, the strategies used, and the outcomes achieved. Use metrics where possible to illustrate the impact of your contributions.

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How do you handle communication with cross-functional teams?

Illustrate your communication style and how you keep stakeholders informed. Discuss tools you use to maintain transparency and examples of successful collaborations across teams to achieve common goals.

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What do you believe is critical for enhancing customer satisfaction?

Talk about the importance of understanding customer needs, proactive engagement strategies, and utilizing feedback mechanisms. Emphasize your belief in the synergy between customer success processes and the overall customer experience.

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How do you leverage AI tools and automation in your role?

Discuss your experience with AI tools and automation, providing specific examples of how you've used them to streamline processes, improve efficiency, and enhance customer engagement in previous roles.

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What strategies do you employ for risk mitigation in customer success?

Share your approach to identifying at-risk accounts, outlining prevention strategies, and implementing early intervention plans. Discuss how you communicate these strategies to your team and the importance of collaboration.

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How do you ensure alignment between customer success and business goals?

Explain your method for ensuring customer success efforts align with broader business objectives. This could involve regular strategy meetings, feedback loops, and using metrics to track alignment with overall company success.

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What metrics do you consider most important to track in customer success?

Discuss key performance indicators that you track, such as Net Promoter Score (NPS), Customer Lifetime Value (CLV), churn rates, and expansion metrics. Justify why these metrics are vital for evaluating customer success and how they drive organizational strategies.

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February 28, 2025

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