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GTM Strategy & Operations Lead

Data is at the core of modern business, yet many teams struggle with its overwhelming volume and complexity. At Atlan, we’re changing that. As the world’s first active metadata platform, we help organisations transform data chaos into clarity and seamless collaboration.

From Fortune 500 leaders to hyper-growth startups, from automotive innovators redefining mobility to healthcare organisations saving lives, and from Wall Street powerhouses to Silicon Valley trailblazers — we empower ambitious teams across industries to unlock the full potential of their data.

Recognised as leaders by Gartner and Forrester and backed by Insight Partners, Atlan is at the forefront of reimagining how humans and data work together. Joining us means becoming part of a movement to shape a future where data drives extraordinary outcomes.

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? 🤔

  1. Own and optimise the Customer Success tech stack (e.g., Vitally, Hubspot, Salesforce, Zendesk, Mixpanel, Sigma).

  2. Design and implement data-driven workflows that help Customer Success Managers (CSMs) prioritise at-risk accounts and identify expansion opportunities.

  3. Define and operationalise CS and Professional Services playbooks to drive implementation, adoption, retention, expansion, and customer satisfaction.

  4. Develop and enforce operational rhythms for renewal forecasting, account strategy, risk mitigation, and territory management.

  5. Analyse customer usage data to provide actionable insights and drive proactive engagement strategies.

  6. Leverage cutting-edge AI tools and automation to enhance Customer Success performance, reduce friction, and improve efficiency at scale.

  7. Support business leaders in understanding and leveraging data by creating dashboards, visualisations, and reporting frameworks.

  8. Work cross-functionally with Product, Sales, Marketing, and Data teams to ensure alignment and collaboration on CS initiatives.

  9. Take ownership of strategic initiatives and continuously improve the efficiency and scalability of the Customer Success function.

  10. 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? 😍

  1. We’re looking for a strategic thinker and problem solver who thrives in a fast-paced, data-driven environment.

  2. A minimum of 5+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, Strategy, or a related role.

  3. Hands-on experience managing CS tools like Vitally, Gainsight, Totango, or ChurnZero.

  4. Proficiency in CRM and BI tools (Salesforce required; Sigma, Tableau, Snowflake, SQL a plus).

  5. Strong analytical and problem-solving skills, with the ability to break down ambiguous problems into structured solutions.

  6. Experience building dashboards and visualizing data to tell compelling business stories.A systems and process mindset, with experience optimizing workflows and implementing scalable processes.

  7. A passion for innovation and AI-driven operations, with experience using AI tools and automation to enhance customer success outcomes.

  8. Cross-functional collaboration experience, working with teams across Sales, Marketing, Product, Finance, and Data.

  9. A proactive and ownership-driven attitude, with a passion for process improvement and efficiency.

  10. Excellent communication and storytelling skills, with the ability to drive alignment across stakeholders.

  11. Experience in a startup or high-growth SaaS environment is a plus.

Why Atlan for You?

At Atlan, we believe the future belongs to the humans of data. From curing diseases to advancing space exploration, data teams are powering humanity's greatest achievements. Yet, working with data can be chaotic—our mission is to transform that experience. We're reimagining how data teams collaborate by building the home they deserve, enabling them to create winning data cultures and drive meaningful progress.

Joining Atlan means:

  1. Ownership from Day One: Whether you're an intern or a full-time teammate, you’ll own impactful projects, chart your growth, and collaborate with some of the best minds in the industry.

  2. Limitless Opportunities: At Atlan, your growth has no boundaries. If you’re ready to take initiative, the sky’s the limit.

  3. A Global Data Community: We’re deeply embedded in the modern data stack, contributing to open-source projects, sponsoring meet-ups, and empowering team members to grow through conferences and learning opportunities.

As a fast-growing, fully remote company trusted by global leaders like Cisco, Nasdaq, and HubSpot, we’re creating a category-defining platform for data and AI governance. Backed by top investors, we’ve achieved 7X revenue growth in two years and are building a talented team spanning 15+ countries.

If you’re ready to do your life’s best work and help shape the future of data collaboration, join Atlan and become part of a mission to empower the humans of data to achieve more, together.

We are an equal opportunity employer
At Atlan, we’re committed to helping data teams do their lives’ best work. We believe that diversity and authenticity are the cornerstones of innovation, and by embracing varied perspectives and experiences, we can create a workplace where everyone thrives. Atlan is proud to be an equal opportunity employer and does not discriminate based on race, color, religion, national origin, age, disability, sex, gender identity or expression, sexual orientation, marital status, military or veteran status, or any other characteristic protected by law.

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What You Should Know About GTM Strategy & Operations Lead, Atlan

Atlan is excited to announce an opening for the GTM Strategy & Operations Lead position! We're pioneering a revolutionary approach to how businesses interact with their data, transforming confusion into collaboration with our active metadata platform. In this role, you’ll be at the heart of our Revenue Operations team, where you're tasked with optimizing the post-sales journey and enhancing customer success. Your efforts will directly influence customer retention and expansion, making this a vital role where you'll see the impact of your work every day. Imagine utilizing tools like Salesforce, Hubspot, and AI-driven insights to streamline operations and empower teams to connect on a deeper level with our clients. You’ll design workflows that help Customer Success Managers prioritize their accounts and identify growth opportunities, proving your strategic capabilities at every turn. What’s more, you'll collaborate with a diverse group of talented professionals across functions, working together to streamline processes while keeping customer satisfaction at the forefront. If you have a knack for data-driven decisions and thrive in an innovative environment, this could be the perfect opportunity for you to shine. Join Atlan, where your passion for improving processes and strategies can make a real difference. Let’s redefine the future of data collaboration together!

Frequently Asked Questions (FAQs) for GTM Strategy & Operations Lead Role at Atlan
What are the main responsibilities of the GTM Strategy & Operations Lead at Atlan?

As the GTM Strategy & Operations Lead at Atlan, you'll be responsible for optimizing the Customer Success tech stack and designing workflows that prioritize customer needs. This role involves analyzing customer usage data, defining operational rhythms for account management, and implementing strategies that enhance customer satisfaction. Your work will facilitate better collaboration between various departments, ensuring we deliver exceptional service to our clients.

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What qualifications are needed for the GTM Strategy & Operations Lead position at Atlan?

To qualify for the GTM Strategy & Operations Lead role at Atlan, candidates should have a minimum of 5+ years of experience in Customer Success Operations or a related field. Proficiency in CRM tools like Salesforce is a must, and familiarity with BI tools including Sigma or Tableau is highly desirable. Strong analytical skills and experience in building dashboards to visualize data are essential for success in this role.

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How important is data analysis for the GTM Strategy & Operations Lead at Atlan?

Data analysis is crucial for the GTM Strategy & Operations Lead at Atlan. This role heavily relies on analyzing customer data to derive actionable insights and develop strategies that proactively engage customers. Your ability to interpret data will significantly enhance the effectiveness of our Customer Success team and ultimately drive customer satisfaction and retention.

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What types of tools will the GTM Strategy & Operations Lead work with at Atlan?

In the GTM Strategy & Operations Lead role at Atlan, you will work with various tools including Vitally, Hubspot, Salesforce, and Zendesk, among others. These tools will aid in managing customer relationships effectively and analyzing customer interactions to create data-driven workflows that enhance the customer journey.

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What makes the GTM Strategy & Operations Lead a high-impact role at Atlan?

The GTM Strategy & Operations Lead at Atlan is a high-impact role due to its direct influence on customer retention and expansion. By optimizing customer success processes and leveraging data insights, you’ll play a key role in shaping the future of how Atlan serves its clients effectively. Your contributions will drive business outcomes and ensure that our customers receive the highest level of service.

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Common Interview Questions for GTM Strategy & Operations Lead
Can you explain your experience with customer success tools relevant to the GTM Strategy & Operations Lead role?

When asked about your experience with customer success tools, focus on specific platforms you've used, such as Salesforce or Gainsight. Highlight how you've leveraged these tools to optimize processes or improve customer satisfaction, giving concrete examples of how your initiatives made a difference.

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How do you approach data analysis to drive customer success?

In response to this question, describe your analytical process. Mention how you identify key metrics, gather data, and interpret findings to inform decisions. Provide an example of a time when your data-driven approach led to actionable insights that benefited customer engagement or satisfaction.

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What strategies would you implement to enhance the efficiency of the Customer Success team?

Discuss specific strategies you would employ, such as streamlining workflows, implementing automation tools, or enhancing communication channels. Be ready to provide examples from your past experiences to illustrate the impact of these strategies on team performance.

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How would you define and operationalize playbooks for Customer Success and Professional Services?

Outline a systematic approach for defining playbooks, indicating the importance of aligning with stakeholder needs. Discuss the process of iterative feedback and continuous improvement, incorporating perspectives from Sales and Marketing to ensure comprehensive coverage of customer lifecycles.

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What experience do you have with cross-functional collaboration?

To answer this, share examples of projects or initiatives where you worked closely with other departments. Highlight how collaboration contributed to achieving common goals, and emphasize your skills in fostering relationships and communication across teams.

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What tools and technologies have you used to create dashboards and visualizations?

Discuss specific tools such as Tableau or Sigma and provide context on how you used them to create compelling dashboards. Explain how these visualizations helped stakeholders understand customer insights and drove better decision-making in your previous roles.

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Can you provide an example of a complex challenge you faced in Customer Success operations and how you resolved it?

Share a specific challenge you encountered, detailing the problem, the actions you took to address it, and the results you achieved. Illustrate your problem-solving skills and your ability to utilize data to navigate complexities effectively.

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How do you prioritize at-risk accounts in a Customer Success context?

Explain your approach to identifying at-risk accounts, perhaps through data analysis or customer feedback. Discuss how you would develop targeted strategies for re-engagement, focusing on customer satisfaction and retention.

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What do you think are the key metrics for measuring success in a GTM Operations role?

Identify metrics such as customer retention rates, expansion revenue, customer satisfaction scores, and time to resolution. Emphasize the importance of continuously tracking these metrics to inform strategy and improve customer outcomes.

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Why are you interested in the GTM Strategy & Operations Lead position at Atlan?

Articulate your passion for data and customer success, aligning it with Atlan's mission. Share why you find Atlan's approach innovative and how you see yourself contributing to the company's growth and vision for the future of data collaboration.

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To help data teams do more, together! 💪

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Full-time, remote
DATE POSTED
March 18, 2025

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