Customer Success Operations Analyst
ConfidentialBengaluru / Bangalore, India4 days ago
Job descriptionRefine and enforce the CS playbook across different client tiers. Enable better customer engagement and deal acceleration through forecast reviews and process improvements. Ensure CRM, Project Management & CS platform hygiene, administration, and change management across onboarding, CS, and support teams. Build and maintain reports and dashboards to synthesize complex data into clear, actionable insights for leadership. Provide intelligence and materials needed by the CS team to consistently hit targets. Streamline commercial processes for faster revenue bookings and realization. Manage deal desk operations, commercial proposals, validate proposals with existing contracts Support revenue planning, budgeting, and forecasting activities related to CS. Work with the Implementation team to report on Implementation progress and customer on-boarding Update data and project status across customer accounts and projects Support onboarding and continuous training programs to improve CS team productivity and cross team collaboration Drive workflow re-engineering and process automation initiatives across the customer journey (Book to Cash cycle). Experience : 2–4 years in Sales Ops / CS Ops, ideally in fast-paced B2B SaaS (startup experience preferred). CRM Tools : Salesforce, HubSpot CS / Onboarding Tools : Rocketlane, EverAfter CS Platforms : Planhat, Gainsight, ChurnZero Productivity Tools : Microsoft Office, Google Suite Data & Analytics : Advanced Excel, Tableau, PowerBI, Data Studio; R / Python (preferred) Revenue Intelligence (preferred) : Causal, Biglittle.ai, Mosaic Brilliant teammates—Work with some of the sharpest minds in legal tech. Expand your network—Interact with top founders, investors, and industry leaders. Real impact—Take ownership of projects and see your work in action. Big goals, bold moves—We trust you to deliver, innovate, and push boundaries. Our business is to delight Customers Be Transparent. Be Direct Be Audacious Outcomes over everything else Elevate each other Be Passionate. Take Ownership. Be 1% better every day SpotDraft is an equal-opportunity employer. Candidates will not be discriminated against based on race, ethnicity, color, religion, caste, sex, gender identity, sexual orientation, national origin, veteran, or disability status
About SpotDraft
Contracts don't have to be a headache. At SpotDraft, we're making contracting fast, easy, and stress-free for high-growth companies like PhonePe, Chargebee, Unacademy, Meesho, and Cred. Our platform helps legal teams save 10 hours a week and close deals 25% faster—because time is money, and contracts shouldn't slow you down.
What You'll Do
Pipeline & Performance Management
- Manage delivery & CS pipeline health and performance at rep, lead, and organizational levels.
- Track metrics for Pipeline created, closed lost, closed won etc.
- Support CS forecasting (renewals, upsell, contraction, churn) monthly and quarterly
- Work with the team to update forecast categories on the CRM and calculate revenue forecasts on a weekly basis
Process Optimization
Data Management & Reporting
Revenue Operations Support
Implementation Operations Support
Enablement & Training
What we're looking for
Why SpotDraft
Our Core Values
All candidates' personal data shared during the recruitment process will be handled with utmost confidentiality and used solely for hiring purposes, in line with applicable data protection regulations.
Skills Required
Salesforce, Microsoft Office, Advanced Excel, Tableau, Hubspot, google suite , Powerbi, Python
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Analyst • Bengaluru / Bangalore, India
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