What You Will Do
Build repeatable processes and tooling
- Own the Customer Success tech stack (HubSpot, Gong and Custify), including health scoring, workflow automation and data hygiene.
- Design and document playbooks for onboarding, adoption, renewal and escalation so every CSM works from the same standards.
- Introduce and evaluate AI-enabled workflows that reduce manual CSM effort and surface risk earlier.
- Facilitate and co-own the Renewal forecast alongside Customer Success leadership.
Turn data into decisions
- Build and maintain the KPI framework and dashboards for retention, renewals, expansion and customer health.
- Run recurring business reviews and forecasting, translating the data into clear risks, trends and recommendations for CS leadership and executives.
- Facilitate annual NPS surveys with actions plans surrounding results.
- Analyze cross-system data to find what drives churn and expansion, and recommend where to act.
- Own customer segmentation and assist in capacity planning to ensure adequate support across the customer base.
Drive cross-functional execution
- Establish operating cadences, planning and capacity models that keep the team's work predictable as the customer base grows.
- Partner with Sales, Product, Finance and Support to align on handoffs, renewal forecasts and customer feedback.
- Lead initiatives from scoping through delivery without direct authority, tracking progress and measuring results.
What success looks like
- A consistent health score and risk model that CSMs and leaders trust and use.
- A documented, repeatable renewal and escalation process in place across the team.
- Self-serve reporting that executives rely on instead of ad hoc requests.
- A regular operating cadence that gives early visibility into risks and bottlenecks.
- Measurable reductions in manual CSM work through automation and AI.
What You will Need to Succeed:
- 5+ years in Customer Success Operations, Revenue Operations, Strategy & Operations or a related function.
- Hands-on experience with HubSpot and a customer success platform (Custify or similar).
- A record of building playbooks, operating cadences and reporting that teams actually use.
- Strong analytical skills: you can turn messy data from several systems into a clear point of view.
- Excellent written and verbal communication, including with senior leaders.
- Proven ability to lead cross-functional work and influence without direct authority.
- Comfort in a fast-moving environment where you build structure while keeping momentum.
Even better if you have
- Experience in B2B SaaS or enterprise software.
- Experience deploying AI tools in customer success or revenue workflows.
- Prior experience building a CS operations function from scratch or leading it through early scale.
We do no accept unsolicited resumes from recruitment/search firms.
AI Use Policy: The use of artificial intelligence tools during your interview is strictly prohibited. This includes, but is not limited to, AI chatbots, real-time answer generators, transcription-based assistants, and any other software that generates or suggests responses. Any detected use of AI during the interview will result in immediate disqualification and removal from consideration for this position.
Supplier.io participates in E-Verify. For more information, click here. We will provide the Social Security Administration and, if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization.
Supplier.io is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Supplier.io is unable to sponsor work visas (e.g., H-1B, TN, OPT, etc.) for US positions. Candidates must meet in-country work authorization requirements.
If you require reasonable accommodation to complete the application or interview process, please contact the Human Resources department at [email protected] or 978-843-5747.
Supplier.io is the data foundation that enterprises build their supplier decisions on. Fragmented, duplicated, and unreliable supplier data quietly limits the ROI of source-to-pay platforms, analytics, risk, and AI initiatives, so we resolve, enrich, and continuously maintain the industry's most complete supplier identity, then put it to work for the teams that buy and the suppliers themselves. Relied on by companies across the Fortune 2000 for accurate data, our platform helps corporate procurement, finance, and compliance teams manage their vendor master, source diverse and sustainable suppliers, and mitigate risk, all from one verified identity instead of a dozen disconnected systems.
Our solutions turn that foundation into action: accurate data and continuous maintenance for teams managing a fragmented vendor master, sourcing intelligence built resolving even the hardest-to-identify suppliers, small, local, and diverse businesses, for teams tracking sustainability and compliance, and direct visibility for the suppliers themselves into where they stand with the enterprises that buy from them. Whether you're resolving vendor records, sourcing alternatives, or measuring program results, Supplier.io transforms complexity into clarity, so teams can lead with confidence and build supply chains that deliver for both business and community.
For more information, visit www.supplier.io.