Customer Success Operations Manager

Branch

Remote, US
Base: $110-120k; bonus/equity: not specified; bene...
Remote
Tech-touch customer success strategy
Customer health scoring framework
Lifecycle engagement programs
Branch is on a mission to empower workers with financial freedom by helping companies accelerate payments and providing accessible financial services

Job Summary

  • Branch is on a mission to empower workers with financial freedom by helping companies accelerate payments and providing accessible financial services.
  • The Customer Success Operations Manager will build and operate a scaled Customer Success model for approximately 1,000 non-managed accounts, focusing on increasing engagement, detecting churn risk, and driving product adoption.
  • This role carries a strong expectation of leveraging AI tools, including Claude and workflow automation platforms, to build, automate, and scale programs, with every team member expected to think like a builder.

Matching Summary

Branch is on a mission to empower workers with financial freedom by helping companies accelerate payments and providing accessible financial services.

Salary

Base: $110-120k; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Tech-touch customer success strategy
  • Customer health scoring framework
  • Lifecycle engagement programs
  • AI-driven automation and building
  • Usage-based revenue growth
  • Looker and HubSpot power user

Nice-to-have

  • Builder mindset and initiative
  • Continuous improvement focus
  • Diversity of opinions and working styles

Key Requirements

  • 5+ years experience in CS, CS Ops, Growth, or SaaS/fintech
  • Experience in tech-touch or scaled portfolio model
  • Strong analytical skills with BI tools
  • Hands-on HubSpot and BI/analytics platform experience
  • Demonstrated AI tool building experience
  • Remote US-based work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter