Customer Success & Product Operations Specialist jobs in United States
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Fieldcrest Ventures ยท 3 months ago

Customer Success & Product Operations Specialist

Fieldcrest Ventures is transforming a business with cutting-edge AI to redefine an entire industry. The Customer Success & Product Operations Specialist will play a pivotal role in this transformation by managing customer accounts, optimizing workflows between AI systems and human touchpoints, and contributing to product development based on customer needs.

Financial Services

Responsibilities

Partner with our proprietary AI agent system to manage account portfolios at unprecedented scale (10x industry standard)
Monitor AI performance and intervene in cases requiring human judgment
Optimize workflows between AI systems and human touchpoints for maximum efficiency
Build processes that don't exist yet; creating the playbook as you go
Own a multi-million dollar account portfolio
Focus on proactive relationship building and expansion opportunities
Travel to meet with clients in-person (50%+ travel)
Determine what AI functionality is required for a CSM to balance operational support for accounts with strategic account management and growth efforts
Use data to identify growth opportunities within existing accounts
Provide feedback loop to improve AI system performance
Document successful approaches for replication across the business
Help design the customer experience for an AI-first service model
Contribute to product roadmap based on real customer needs and AI capabilities

Qualification

AI systems managementProduct managementData-driven decision makingSaaS platformsProcess optimizationLearning agilityComfort with ambiguityRelationship building

Required

2-4 years in customer success, account management, or related roles
Prior experience with product management, business analyst, or product operations roles
Experience with SaaS platforms, automation tools, or tech-enabled services
Track record of exceeding targets through process optimization
Comfortable with data, metrics, and systematic approaches to growth
Comfortable with extensive regional travel (within driving distance) to meet with customers
Genuinely excited about AI and its potential to transform business operations
Systems thinking - Can see how individual actions scale across the business model
Comfort with ambiguity - This role literally doesn't exist yet; you'll be defining it
Data-driven decision making - Uses metrics to optimize both AI performance and account outcomes
Relationship building - Still needs core relationship skills for high-touch strategic moments
Learning agility - AI tools and workflows will evolve rapidly; you need to evolve with them

Preferred

Get energized by the idea of working alongside agentic system to achieve previously impossible levels of efficiency
Want to prove you can operate at the intersection of AI and business
Are hungry for rapid career growth and willing to earn it through results
See this as your entry point into AI/product roles within 12-24 months
Prefer building new processes over following existing playbooks
Are excited to be the first person to prove this model works

Benefits

Performance Bonus
Potential for stock options
Rapid Promotion Potential

Company

Fieldcrest Ventures

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Funding

Current Stage
Early Stage
Company data provided by crunchbase