Customer Success Operations Analyst, Planning

| Remote | Hybrid
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About Drift

Drift is the Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and increase customer lifetime value, faster. More than 50,000 businesses use Drift to align sales and marketing on a single platform to deliver a unified customer experience where people are free to have a conversation with a business at any time, on their terms. Our mission is to use conversations to make business buying frictionless, more enjoyable, and more human.

About the role/ About the team:

At Drift we are customer centric to our core. Drift’s Customer Success Operations team is a key partner in the hypergrowth of our Customer Success organization. Our mission is to build a consistently high-achieving, understood, and predictable revenue engine.

Drift’s Operations team sits at the center of all of our customer-facing teams, and we’re looking for someone who can empower our rapidly growing Customer Success teams. We create smooth internal processes, empower CSMs with data, and help our customers find value in Drift. The right candidate will bring CS Ops experience from the B2B domain, CS planning, and reporting. If you are a positive, curious and motivated person who likes a fast-paced environment, enjoys problem-solving, and has the urge to improve processes on an ongoing basis, you will enjoy being a member of the Drift Customer Success Operations team.

What you will be doing on the CS Ops Team:

  • Partnering with CS leadership across functions (CSM teams, Professional Services, Onboarding, Technical Solutions) to ensure that our various teams run smoothly and have the resources they need to succeed as we grow
  • Plan and execute customer book of business allocation, build assignment models to ensure fair opportunity among our team
  • Build and own planning models for emerging teams within the Customer Success org
  • Take on additional responsibilities within the planning function (headcount & capacity planning, ratios, new hire ramp, compensation)
  • Identify, communicate, and implement strategic insights to improve our business
  • Keep key department documentation up-to-date, and work directly with CS leaders on critical strategic, organizational, and operational projects

In one month, you’ll:

  • Go through extensive company-wide training on Drift’s industry, offerings, and customers
  • Meet with CS and Operations Leaders to understand current states of their businesses, and start to identify areas for improvement
  • Learn all key components of our customer journey, and our key customer health and retention metrics
  • Begin to attend and participate in key CS Operations routines

By month 3, you’ll:

  • Deepen relationships with your CS Ops team members and CS leaders
  • Participate and start to take an ownership role of key CS Operations planning routines/cadences
  • Familiarize yourself with the customer assignment process and all post-sale book of business management
  • Identify gaps or inefficiencies in our customer journey – where are things falling through the cracks? Where can we reduce friction?

By month 6, you’ll:

  • Own key functions related to planning across the CS organization
  • Translate any inefficiencies or gaps in our customer journey you have observed into actions to address them
  • Plan, execute, and measure specific CS territory planning projects in conjunction with CS leaders

About you and what type of skills you’ll need:

  • 2+ years of experience in CS Operations, CS Strategy Revenue Operations, Professional Services Operations, or related functions in a B2B Technology organization
  • B2B company experience: scaling an organization through significant growth
  • Experience in key tech stack systems like Salesforce
  • Experience with reporting and analysis tools (Excel/Sheets, SF Dashboards & Reporting, Looker/Tableau)
  • You are a self-starter with a voracious appetite to learn and grow
  • You are able to translate complex data into simple insights, and communicate them effectively
  • You are methodical in your routine and pride yourself in the accuracy of your work
  • You are curious -- you want to be the person who solves the problem
  • You are well spoken and your written and verbal communication is clear
  • You can adapt to rapidly-changing environments and work with cross-functional teams

Drift is committed to being an equal opportunity employer. 

We know that applying for a new job can be intimidating. But guess what? At Drift, there is no such thing as an “ideal candidate.” We believe in the power of teamwork -- and in the desire to learn something new every day. We believe in hiring people, not just skills. Take it from our CEO

If this sounds like a company you would like to join and a role you would thrive in, please don’t hold back from applying! Whatever skills you bring to the table or background you’re coming from, we welcome you to start a conversation with us. We need your unique perspective for our continued innovation and success. We’re looking forward to learning more about you!

Drift is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at [email protected] #LI-Remote

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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • DjangoFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SketchDesign
    • ConfluenceManagement
    • JIRAManagement

Location

Our Boston Conversation Space is right in the heart of the Back Bay - this is a place where Drifters can gather and work, connect, eat, teach, learn.

An Insider's view of Drift

How do you collaborate with other teams in the company?

I feel really lucky because I get to work with the Sales, Customer Success, Product, and Ops team on a regular basis. We say "One team, one dream" un-ironically and are always willing to hop into anything that benefits the customer.

Sara

Conversational Marketing Specialist

What makes someone successful on your team?

Our leadership principles are the core of who we are and how we operate every day. Bringing these in to your actions, decisions, and how you deliver results is the surest way to be successful here. Walk the talk. Focus on the customer. Deliver results every single day.

Brit

Director of Learning and Development

What are Drift Perks + Benefits

Drift Benefits Overview

At Drift, we value and are committed to each and every employee. Our goal is to provide an enriching environment where employees are engaged and are proud to be part of the Drift family. We continue to promote a culture of health and wellness, establishing a work environment that promotes a healthy lifestyle, decreases the risk of illness, and enhances your quality of life.

In addition to premium health, dental, and vision plans, we also offer generous PTO, parental leave, 401K matching, wellness perks and discounts, snacks and coffee every day, the Drift book club (one free book of your choosing a month!), a subscription to Headspace, and valuable discussions and trainings through our Employee Resource Groups.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
At Drift we have eight different Employee Resource Groups for people of similar backgrounds or interests to promote inclusion.
Hiring practices that promote diversity
We have a recruiter devoted to diversity sourcing to help us reach our diversity related hiring goals.
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Every other week Inner City Weightlifting comes to the office to teach a fitness class to Drift employees.
Mental health benefits
We offer all employees a free subscription to the Headspace meditation app, employee-led yoga and meditation breaks, and have an Employee Resource Group that focuses on mental well-being
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Vacation + Time Off
Unlimited vacation policy
Generous PTO
We have unlimited vacation time, which includes sick days, paid holidays, etc.
Paid volunteer time
Sabbatical
After working at Drift for three years, all Drift employees are eligible for a month-long sabbatical.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Our Conversation Spaces are all fully stocked with snacks and drinks for the employees who decide to utilize the spaces.
Some meals provided
Company-sponsored happy hours
Recreational clubs
Fitness stipend
Home-office stipend for remote employees
We offer a home office stipend to all employees, as well as a $100 credit each month towards internet, office supplies, etc.
Mother's room
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Customized development tracks
Personal development training

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