Foley ยท 1 day ago
Customer Success Operations Specialist
United States
Full-time
Remote
Entry Level
1+ years expFoley is a modern SaaS company focused on safety-sensitive industries, seeking a Customer Success Operations Specialist to enhance their digital-first Customer Success motion. The role involves building workflows, automations, and reporting to improve customer experience and support Customer Success Managers.
AutomotiveFinancial ServicesTransportation
Responsibilities
Support the execution and ongoing optimization of digital-first customer lifecycle workflows across the Customer Success Platform and related systems
Build, configure, and maintain automated tasks, alerts, segmentation logic, health score inputs, and lifecycle journeys within Planhat
Deploy AI-powered tools and automations to improve efficiency, content quality, and customer-facing experiences, including AI-assisted templates, summaries, messaging drafts, and workflow triggers
Partner with the Digital Customer Success Program Manager to test, operationalize, and scale new AI capabilities, including emerging AI agent use cases
Build and maintain operational dashboards and reporting focused on health scores, usage trends, and playbook performance
Collaborate with the data team to perform data quality checks and ensure accuracy for Customer Success use cases
Provide insights and analysis to support refinement of digital programs and customer journeys
Maintain Customer Success playbooks, workflows, SOPs, and documentation within the Customer Success Platform
Upload, tag, and manage customer-facing resources in the centralized library
Consolidate CSM feedback, assist with testing new processes, and support rollout of updates
Collaborate cross-functionally with Growth, Product, Data, and Enablement teams to support execution of digital Customer Success initiatives
Qualification
Required
1 to 3 years of experience in Customer Success Operations, Revenue Operations, Analytics, or a similar operations or automation-focused role
Experience administering Customer Success Platforms or marketing automation tools and comfort working within complex systems
Curiosity about and comfort using generative AI tools like ChatGPT or Claude, with interest in applying AI to workflows and operational efficiency
Strong analytical and data-driven mindset, with experience working with dashboards, metrics, and performance data
Enjoyment of building workflows and automations, with the ability to quickly learn new tools and technologies
High attention to detail, strong organization skills, and experience managing projects from start to finish
Clear communicator who collaborates well and brings a proactive mindset to their work
Motivation to build scalable processes and grow into more strategic Customer Success responsibilities over time
Benefits
Medical
Dental
Vision coverage
A 401(k) with company match
Paid time off and holidays
Wellness programs
An employee assistance program
Company
Foley
Foley is a transportation company providing financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Joel Sitak
Chief Executive Officer
Laura Stapleton
VP of People
Recent News
2025-09-12
2025-09-04
Company data provided by crunchbase