Acumatica · 8 hours ago
Senior Customer Success Operations Specialist
Acumatica is a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth. The role involves executing and managing customer success initiatives, data analysis, and process management to enhance productivity for Customer Success teams.
Cloud ComputingCRMDeveloper ToolsEnterprise SoftwareSaaSSoftware
Responsibilities
Execute and manage customer success initiatives, including license and version compliance, surveys, and various customer and partner communications
Ensure that the Customer Success initiatives are carried out accurately, efficiently and effectively as possible
Assist, coach and teach our VAR’s Customer Success team how to excel at customer success
Export, analyze, and interpret data to generate summaries and actionable insights
Utilize Excel, Word, PowerPoint and Tableau to analyze data, create reports, and develop presentations
Assist with creating, maintaining, and updating documentation related to customer success processes, procedures and programs using SharePoint
Become proficient with using Acumatica’s CRM
Collaborate with the customer success team to identify and implement process improvements
Cross-functional collaboration to streamline processes and enhance interdepartmental communication
Provide general operations support to the Customer Success team
Contribute to Customer Success best practices
Qualification
Required
Located in the USA
Excellent oral & written communication skills
Passionate about driving customer satisfaction and making good business decisions
Attention to detail and a commitment to timeliness and accuracy
Enjoy learning, be it new software, processes, or policies – and enjoy sharing that knowledge
Know how to build and execute an action plan, lay out goals, strategies, tactics, and timelines
Proficiency in Microsoft Excel, Word, and PowerPoint
Strong organizational and time management skills
Have proven and creative problem-solving skills
Possess a blend of business and technical savvy
Ability to work independently and as part of a team
Enjoy and are proficient at handling diverse workloads and can prioritize effectively
Enjoy a dynamic work environment (continuously evolving and fast-paced)
Positive attitude, coachability, resourcefulness, and professionalism
Preferred
Previous experience in a customer success or customer success operations role is preferred
Experience with Acumatica, specifically Acumatica CRM is a plus
Experience with ERP/SaaS is a plus
Experience with SharePoint is a plus
Benefits
Annual bonus
Stock
Sales incentives based on revenue or utilization
Company
Acumatica
Acumatica is a cloud ERP system that offers business management solutions for companies.
Funding
Current Stage
Late StageTotal Funding
$48.3MKey Investors
Accel-KKRMYOBVisma
2025-05-29Acquired
2018-06-18Series C· $25M
2014-10-21Series Unknown· $13.3M
Recent News
2025-11-07
Company data provided by crunchbase