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We are looking for a hands-on, results-driven Customer Success Operations Manager to join our team. This role is critical in driving operational excellence, building and scaling our customer journey and ensuring our team has the systems, data, and processes needed to deliver value and exceptional customer outcomes. You will be the primary owner and administrator of Planhat, our central Customer Success platform, and will work cross-functionally to improve data quality, streamline workflows and create internal efficiencies by working smarter, not harder. You will design, build, and maintain the Planhat environment and its related workflows, enabling value for customers across their post sales journey with us. This is a high-impact role for someone who thrives in both strategic thinking and detailed execution and who can operate independently with minimal supervision while delivering high-quality work on time. To succeed, you must have proven experience designing and implementing Planhat (or a similar CS platform such as Gainsight or ChurnZero) in ways that drive meaningful organisational transformation. You bring strong knowledge of customer success, along with experience in project management and process optimisation. You are passionate about creating efficiencies through data, and technology, a fast learner, detail-oriented and a critical thinker who uses data and tooling to solve business problems and drive efficiency. Ultimately, you will help take our platform to the next level by enhancing the existing architecture and advancing our Planhat environment across Customer Success and beyond.
Job Responsibility:
Serve as the primary system administrator for Planhat ensuring stability, accuracy, and usability across the CS organisation
Configure and maintain backend settings, including integrations, data feeds, custom fields, user roles, playbooks, workflows, and automations
Build and optimise dashboards that are actionable, insightful, and aligned to CS priorities (not data dumps but actionable insights)
Partner with cross-functional teams and other system admins to manage & improve systems integrations (e.g. SFDC, Qualtrics, Linear and Freshdesk) in a way that supports wider Corsearch needs
Support new feature rollouts, system enhancements, and troubleshoot issues for the CS organisation
Lead data-quality initiatives to ensure customer, account, and contact data incl key attribution is complete, reliable, and aligned across Planhat, Salesforce and other internal systems
Collaborate with cross-functional teams to resolve data gaps, streamline data flows and uphold consistent data standards
Monitor data health and establish processes to proactively maintain data integrity at scale
Support Sr. Director of CS Ops in operationalising the customer journey and delivering scalable, data-driven initiatives across key touchpoints
Build automations, workflows and rules of engagement that reduce manual work and improve consistency, eliminating dependency on spreadsheets
Help implement new health score, including logic, automation, workflows, reporting and insights
Build dashboards that turn insights into action, enabling teams to focus on what matters most
Provide ad-hoc reporting and data analysis to support decision-making
Drive adoption of new CS/Planhat processes through documentation, training, enablement and clear communication
Create and maintain process documentation, playbooks, and internal knowledge resources
Requirements:
Hands-on experience administering Planhat (strongly preferred) or another CS platform e.g. Gainsight
Proven experience configuring backend integrations, data feeds, automations, and cross-system workflows
Experience supporting deployment of NPS/CSAT programs, including survey creation, workflow build & automation, feedback ingestion, data analysis and reporting
Strong analytical skills with a demonstrated ability to build action-oriented dashboards for the right stakeholders group, not just data visualisations
Demonstrated success in improving data accuracy and working across cross-functional teams
Strong project management skills: able to break down complex projects into manageable components and deliver successfully whilst keeping key stakeholders apprised of progress
Ability to work independently with minimal supervision while maintaining high standards and meeting deadlines
Excellent organisational skills, time management, attention to detail and a proactive problem-solving approach
Strong communication skills to articulate updates, risks, and progress to stakeholders
Ability to manage own workload, prioritise multiple initiatives and manage deadlines effectively
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