Founder's Office - Customer Success Operations
ConfidentialBengaluru / Bangalore, India4 days ago
Job descriptionDevelop and Optimize Customer Success Processes : Establish core CS workflows such as onboarding, renewals, and business review cadences. Collaborate closely with cross-functional teams—including GTM, Product, and Implementation—to document and align the customer lifecycle Ensure Data Accuracy and Integrity : Create, maintain, and enforce clean, reliable data across CRMs, CS tools, and internal dashboards. Enable accurate tracking of customer accounts, engagement levels, and product usage metrics Define and Report on Key Metrics : Identify, track, and report critical performance indicators, including churn rates, CSAT scores, onboarding metrics, upsell opportunities, and product adoption. Build insightful dashboards for the CS, Product, and Leadership teams and provide data-driven recommendations Manage Business Reviews (QBRs / MBRs) : Own the roadmap and execution of customer business reviews. Analyze account data, prepare presentation material, and coordinate across stakeholders to ensure impactful engagements Monitor and Improve Customer Health : Develop and refine customer health scoring models. Proactively identify at-risk accounts, surface trends, and collaborate with Customer Success Managers to plan and execute intervention strategies Lead Projects Across the Customer Lifecycle : Act as the operational anchor for strategic projects that enhance customer experience across all lifecycle stages—from onboarding to renewal and expansion You bring 2+ years of experience in Customer Success Operations, Revenue Operations, or a similar analytical, cross-functional role You are proficient with Salesforce or equivalent CRMs and are comfortable navigating CS platforms and reporting tools You have a background in B2B roles, ideally with exposure to both Account Management and Customer Success You demonstrate exceptional attention to detail, with strong analytical thinking and a clear, concise communication style You thrive in a fast-paced, startup environment and are effective working across diverse functions Bonus : Prior experience in SaaS, compliance, life sciences, or manufacturing domains Take ownership of building a critical operations function from the ground up Work with a high-growth, mission-driven team tackling the broken state of operational communication in regulated industries Operate at the intersection of AI, quality, compliance, and innovation, where your work directly impacts real-world outcomes Collaborate with driven, kind, and talented individuals who value speed, clarity, accountability, and continuous improvement
Title : Customer Success Operations Manager
Location : In Office, Bangalore
Type : Full-Time
About Unifize :
At Unifize, we are revolutionizing the way life science and manufacturing companies manage processes and communication to innovate. Our eQMS SaaS platform accelerates product development and process innovation.
In a world where changing regulatory environments, market competition, customer demands, and technological advancements are constants, Unifize provides the solution to overcome both internal and external constraints that hinder progress.
Please review our extensive case studies and testimonials from customers, who talk about how Unifize is differentiated in the following four key areas :
- No code process builder
- Intuitive, chat-based collaboration
- Low-code automation
- Artificial Intelligence
You should also check out our medical device landing page as well, including the overview video, to get a sense of what we do.
Role Overview
We are seeking a Founders' Office - Customer Success Operations to establish and lead the foundation of our Customer Success (CS) operations. This role will be critical in designing scalable processes, ensuring clean and reliable data, generating meaningful insights through metrics, and executing structured business reviews like QBRs (Quarterly Business Reviews) and MBRs (Monthly Business Reviews).
If you're someone who thrives on operational excellence, enjoys solving problems through structured thinking, and wants to enable CS teams to be more impactful, we'd love to hear from you.
Key Responsibilities
Who You Are
Why Join Unifize
Skills Required
Salesforce, Reporting Tools
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Operation • Bengaluru / Bangalore, India
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