As Customer Success Operations Manager, you'll optimize customer processes, drive operational excellence, and leverage analytics to enhance customer satisfaction and retention, collaborating with multiple departments to implement strategic initiatives.
About Versapay 🚀
Versapay turns accounts receivable (AR) into a competitive advantage.
Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum — giving finance leaders the clarity and control they need to drive business forward.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Think you might be the next Veep to join? Read on!!
HOW YOU’LL MAKE AN IMPACT
As Customer Success Operations Manager, you’ll collaborate with Product, Marketing, Sales, and Operations to create scalable processes for customer adoption and growth. Partnering with Customer Success Leadership, you'll lead key initiatives, oversee critical operations, and find ways to improve outcomes at scale. Reporting to the Director of Revenue Operations, you'll combine strategy and execution to build reliable processes, deliver insights, and implement systems for the Customer Success team.
What you'll do:
- Strategic Planning & Execution:
- Partner with Sales and Customer Success teams on bookings, plan modeling, including target setting, and capacity modeling.
- Facilitate quota allocation and support compensation planning and attainment analysis.
- Support annual goals and key strategic initiatives by working on goal design, reporting, inspection, and insights
- Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities.
- Lead high-impact projects aimed at improving team efficiency, customer experience, and retention. This may include product launches, process improvements, and systems integrations.
- Manage, integrate, and champion core Customer Success tools, including the design and deployment of third-party systems, and the ongoing optimization of AI/automation agents
- Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews.
- Refine data models and processes to improve forecasting accuracy and predictability.
- Enforce stage definitions, rules of engagement, and data standards in our CRM.
- Oversees quote-to-close processes for renewals and expansion opportunities.
- Leverage analytics to measure customer success KPIs, identify trends, and guide the team toward achieving operational targets.
- Build and maintain strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, Customer Success, and Marketing leadership.
- Deliver insights suitable for executive presentations, including quarterly business reviews (QBRs), board presentations, and recurring business reviews.
- Partner with the Analytics team to maintain data accuracy, ensure consistency, and optimize self-service reporting.
- Drive alignment among leadership stakeholders to support seamless GTM execution.
- Continuously streamline and improve best practices, including processes, policies, and tools.
- Support the selection, integration, and optimization of the Sales Tech Stack (e.g., SalesLoft, ZoomInfo), with a strong focus on leveraging AI-powered platforms to enhance productivity and insights.
Drive Operational Excellence:
Forecasting:
Analytics & Insights:
Business Partnering:
What you'll bring to the team:
- Bachelor’s degree in Business Administration, Economics, Finance, or related field.
- 5+ years of experience in revenue operations, sales operations, sales strategy, business operations, or similar; preferably at a Fintech or SaaS company
- Strategic thinking: Applies an outcomes focused mind set to determine marketing effectiveness and ROI of customer engagement efforts. Sees beyond the day-to-day grind to help reach marketing and sales goals.
- Follow through: Thrives in a fast-scaling, high-growth environment where accuracy, trust, and speed coexist. Can work independently to bring all assigned work to completion with speed and accuracy.
- Collaboration: Assertive with humility—able to lead change in a positive way. Excellent communicator who can bridge Finance rigor and GTM clarity.
- Data fluency: Strong modeling skills in Excel and comfort with a leading BI/Dashboarding platform (e.g. we use Tableau). You like working with data and insights, able to synthesize data and make recommendations. Trusted to manage sensitive compensation data with precision.
- Platform/tools expertise: Extensive experience with Salesforce and other GTM systems, such as ZoomInfo, Salesloft, Gong, HubSpot, and Calendly.
#LI-Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Top Skills
Ai/Automation Agents
Calendly
Gong
Hubspot
Salesforce
Salesloft
Tableau
Zoominfo
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