Head of Customer Success Operations

Envoy

Job Summary

Envoy builds workspace management technology, helping over 16,000 workplaces manage secure, compliant, and connected environments. The company is seeking a Head of Customer Success Operations to lead the systems, processes, insights, and operational frameworks for predictable and scalable customer outcomes. This strategic, data-driven leader will report to the VP of Customer Success and will be responsible for setting strategy, deep analysis, quick execution, and cross-functional collaboration in a high-growth environment.

Must Have

  • Lead and develop the CS Operations team.
  • Own CS operational strategy, including financial planning, forecasting, and capacity planning.
  • Establish operating rhythms and performance processes for predictable revenue outcomes.
  • Oversee program management for key CS initiatives.
  • Manage all post-sales data & insights, including churn, expansions, and product usage analytics.
  • Lead org design & staffing strategy for the CS organization.
  • Build deep understanding of Customer Success metrics and deliver strategic recommendations.
  • Maintain data accuracy across Salesforce, Omni, Vitally, and related systems.
  • Translate business requirements into technical specifications for BI teams.
  • Design and optimize GTM processes to improve customer conversion, retention, and expansion.
  • 7+ years in Revenue Operations, GTM Operations, or Sales/Customer Operations within SaaS.
  • Experience building and scaling operations in a fast-paced startup environment.
  • Strong analytical, strategic, and process design skills.
  • Excellent communication and stakeholder management abilities.

Good to Have

  • 2–3 years of team leadership/management experience preferred.
  • Comfortable operating in ambiguity and creating clarity out of complexity.
  • Passion for solving problems and driving cross-functional alignment.

Perks & Benefits

  • A high degree of trust in your ideas and execution.
  • An opportunity to partner and collaborate with other talented people.
  • An inclusive community where you feel welcomed and cared for as a person.
  • The ability to make an immediate impact in helping customers create a great workplace experience.
  • Support for your personal and professional growth.

Job Description

Head of Customer Success Operations

Location

Austin, TX

Employment Type

Full time

Location Type

On-site

Department

Sales & Marketing

Compensation

  • Austin, Texas $132K – $150K

Envoy's compensation package includes a market-competitive salary, equity for all full-time roles, and excellent benefits. Final offers may vary within the provided range, depending on experience, expertise, and other factors.

Envoy builds workspace management technology that makes it simple to run secure, compliant, and connected workplaces across every location. Over 16,000 workplaces and properties around the world rely on Envoy to create great experiences for employees and visitors while meeting safety, security, and compliance needs at scale. From corporate headquarters and labs to manufacturing sites, Envoy powers the places where people work best together.

Learn more at envoy.com

About the role

Envoy is seeking a strategic, data-driven, and hands-on leader to serve as our Head of Customer Success Operations. Reporting to the VP of Customer Success, you will own the systems, processes, insights, and operational frameworks that enable predictable, scalable customer outcomes. This is a builder/operator role—ideal for someone who can set strategy, analyze deeply, execute quickly, and collaborate cross-functionally in a high-growth environment.

This is an onsite position that requires four days a week (Monday-Thursday) in our Austin, Texas office.

You will

  • Lead and develop the CS Operations team, partnering closely with Data, EPD, Finance, and GTM leadership.
  • Own CS operational strategy, including financial planning, renewals forecasting, retention/churn modeling, capacity planning, and quota design.
  • Establish operating rhythms, forecasting frameworks, and performance processes that drive predictable revenue outcomes.
  • Oversee program management for key CS initiatives such as NPS, tech stack governance, product launch readiness, cross-functional strategic initiatives, research workstreams, and special projects.
  • Own all post-sales data & insights management, including churn, expansions, pipegen, product usage analytics, renewal forecasting, team performance dashboards, executive reporting, QBRs, board materials, and monthly/bi-weekly business reviews.
  • Lead org design & staffing strategy for the CS organization, including compensation plan design, quarterly SPIFFs, capacity modeling, headcount planning, and long-term org structure.
  • Build a deep understanding of Customer Success metrics and convert insights into strategic recommendations.
  • Track leading indicators of customer health, adoption, and retention; deliver clear reporting to CS leadership.
  • Maintain data accuracy across Salesforce, Omni, Vitally, and related systems; build routines to ensure data integrity.
  • Translate business requirements into technical specifications for BI teams; communicate insights across technical and non-technical audiences.
  • Oversee program management for key CS initiatives such as NPS, tech stack governance, product launch readiness, cross-functional strategic initiatives, research workstreams, and special projects.
  • Design and optimize GTM processes to improve customer conversion, retention, and expansion.

You have

  • 7+ years in Revenue Operations, GTM Operations, or Sales/Customer Operations within SaaS.
  • 2–3 years of team leadership/management experience preferred.
  • Experience building and scaling operations in a fast-paced startup environment
  • Comfortable operating in ambiguity and creating clarity out of complexity.
  • Strong analytical, strategic, and process design skills.
  • Excellent communication and stakeholder management abilities
  • Passion for solving problems and driving cross-functional alignment.

You'll get

  • A high degree of trust in your ideas and execution.
  • An opportunity to partner and collaborate with other talented people.
  • An inclusive community where you feel welcomed and cared for as a person.
  • The ability to make an immediate impact in helping customers create a great workplace experience.
  • Support for your personal and professional growth.

By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here_

. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.

Compensation Range: $132K - $150K

9 Skills Required For This Role

Saas Business Models Cross Functional Communication Strategic Financial Management Forecasting Budgeting Game Texts Product Launch Salesforce Monday