Customer Success Operations Manager

TLDR

This role plays a critical role in scaling Conga’s Customer Success organization through operational excellence, data architecture, and strategic insights.

A career that’s the whole package!

At Conga, we’ve built a community where our colleagues can thrive. Here you’ll find opportunities to innovate and support growth through individual and team development, all within an environment where every voice is heard.

Conga accelerates the customer’s journey to becoming a more connected and intelligent business. The Conga Advantage Platform is recognized worldwide for enhancing this journey, bringing together Configure, Price, Quote, Contract Lifecycle Management, and Document Automation capabilities on a single open platform. It integrates seamlessly with any ERP, CRM, and Cloud. Powered by a unified data model and purpose-built AI, Conga helps companies achieve a unique advantage—one built on seamless connection, actionable intelligence, and scalable growth.

Our approach is grounded in the Conga Way, a framework that reflects our values and drives everything from hiring to decision-making, as well as key programs including recognition. Created with direct input from our colleagues, the Conga Way forms the foundation of our vibrant culture. 

Job Title: Customer Success Operations Manager
Locations: Houston/ Hybrid
Reports to: (Sr. Principal, CX Operations)

A quick snapshot
As a Customer Success Operations Manager, you will play a critical role in scaling and elevating Conga’s Customer Success organization through operational excellence, data architecture expertise, and strategic insights. You’ll work closely with Customer Success leadership to design and optimize the systems, processes, and analytics that power customer engagement across the lifecycle—from onboarding and adoption through renewal and expansion.

This role blends strategy, systems thinking, and analytics. You will partner across Customer Success, Sales, Product, and Operations to ensure our customer data, tools, and reporting enable proactive engagement and measurable business outcomes.

Why it’s a big deal…  
Customer Success at Conga is evolving toward a data-driven, lifecycle-oriented model where insights drive engagement and automation enables scale.

In this role, you will help architect the operational backbone that enables this transformation. You will ensure that the Customer Success organization has the right data, systems, and signals to:

  • Drive digital and human engagement strategies
  • Identify adoption opportunities and customer risk
  • Improve renewal and expansion outcomes
  • Enable leadership with actionable insights

Your work will directly influence how Conga Customer Success drives greater value realization through foundational operational excellence and improves the experience across customers globally.

Here’s what we’re looking for…

Customer Success Operations Leadership
You bring deep experience building and optimizing operational frameworks that enable Customer Success teams. You help partner in defining processes, tools, and strategy that structures and improves team effectiveness and customer outcomes.

Data Architecture & Salesforce Expertise
You understand the critical role of customer data across the lifecycle and have hands-on experience working with Salesforce data models and administration. You help ensure customer data is captured, structured, and accessible to power insights and engagement across systems.

Customer Lifecycle Insight
You understand how onboarding, adoption, support engagement, and product usage influence renewal and expansion outcomes. You help ensure the organization captures and analyzes the right signals to understand and improve the customer journey.

Customer Success Technology Expertise
You have experience working with Customer Success platforms and related technologies such as:

  • Gainsight
  • Hook
  • Planhat
  • Salesforce
  • BI platforms (Power BI, Tableau, etc.)
  • Survey / NPS platforms

You help ensure these tools are configured effectively and aligned to business objectives and orchestrating intentionally.

Strategic Problem Solver
You are able to analyze complex data, identify trends, and provide strategic recommendations to leadership. You proactively surface opportunities to improve customer engagement, operational efficiency, and retention.

Cross-Functional Collaboration
You work effectively across Customer Success, Product, Sales, Marketing, and RevOps to ensure alignment on data models, reporting, and operational processes.

Key responsibilities

Operational Strategy

  • Partner with Customer Success leadership to define and execute the Customer Success Operations strategy
  • Provide data-driven insights and recommendations to improve customer engagement, retention, and expansion

Customer Data Architecture

  • Own the structure, quality, and usability of customer data across systems
  • Ensure Salesforce and integrated systems support accurate lifecycle tracking and reporting
  • Identify gaps in customer data capture and design solutions to improve visibility across the customer journey

Technology Enablement

  • Administer and optimize Customer Success tools including Gainsight, Salesforce, and other CS platforms
  • Evaluate and implement new technologies that improve Customer Success effectiveness and scalability
  • Ensure integrations across systems enable unified customer insights

Customer Lifecycle Analytics

  • Develop reporting and dashboards that enable leadership to track adoption, engagement, health, and retention metrics
  • Analyze trends across the customer lifecycle to identify risk, growth opportunities, and operational improvements

Digital Engagement & Signal Intelligence

  • Support the development of digital engagement programs and lifecycle automation
  • Design and manage signals and alerts that enable proactive customer engagement

Executive Reporting & Insights

  • Produce executive-level reporting and business reviews highlighting key customer trends, risks, and opportunities
  • Provide insights that inform strategic planning across Customer Success and the broader GTM organization

Operational Excellence

  • Design scalable workflows and processes that improve Customer Success efficiency
  • Partner with cross-functional teams to improve the overall customer experience across systems and processes

 

Here’s what will give you an edge…

Customer Success domain expertise
You deeply understand Customer Success metrics such as adoption, customer health, renewal forecasting, and expansion drivers as well as traditional and trending best practices.

Experience scaling digital CS models
You have experience supporting scaled or digital Customer Success strategies powered by automation, signals, and lifecycle data.

Advanced analytics mindset
You are comfortable analyzing large datasets and translating insights into strategic recommendations.

Systems thinker
You understand how tools, data, processes, and teams interact to deliver customer outcomes.

Operational leadership
You are proactive in identifying opportunities to improve processes and systems, and you take ownership in driving improvements.

Basic qualifications

  • 7–10+ years of experience in Customer Success Operations, Revenue Operations, or a related field
  • Strong experience with Salesforce administration or architecture
  • Experience with Customer Success platforms (Gainsight, Planhat, etc.)
  • Experience designing customer lifecycle reporting and analytics
  • Strong analytical, problem-solving, and communication skills
  • Experience working cross-functionally with Customer Success, Sales, Product, and RevOps teams

Preferred qualifications

  • Salesforce Administrator certification
  • Experience implementing or scaling Customer Success platforms
  • Experience supporting digital Customer Success programs
  • Experience with BI tools such as Power BI or Tableau

 

Did we pique your interest?  

If this sounds like the kind of job you would love in the kind of environment where you would thrive, please click apply. We'd love to hear from you! 

Preferred Resume Format 

We accept resumes in any format, we suggest using PDF or plain text. These formats help ensure that your resume’s formatting remains intact, making it easier for our recruiters to review your application promptly. 

Don’t meet every requirement for the role? 

Studies have shown that women and members of ethnic minorities are less likely to apply to jobs unless they meet every single qualification. At Conga we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You just might be the right candidate for this or other roles.  

Additional Information

Conga is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants regardless of race, color, religion, gender, gender identity, age, national origin, disability, parental or pregnancy status, marriage and civil partnership, sexual orientation, veteran status, or any other characteristic protected by law. We understand interviewing can be stressful for those with disabilities. If reasonable accommodation is needed to allow you to show us your best self, please let your recruiter know as soon as possible. All your information will be kept confidential according to EEO guidelines. Conga is not open to third party solicitation or resumes for our posted FTE positions. Resumes received from third party agencies that are unsolicited will be considered complimentary.

Conga's Applicant Privacy Statement 

The information you provide during the application process will be used in accordance with Conga’s Applicant Privacy Statement (https://conga.com/applicant-privacy-statement). By submitting your application, you acknowledge and agree to the terms outlined in this privacy statement.

 

 

Conga builds the Advantage Platform, a powerful solution that integrates Configure, Price, Quote, Contract Lifecycle Management, and Document Automation into a single, cohesive platform. It's designed for businesses seeking to enhance their operational efficiency and connectivity, enabling them to become more intelligent and agile in today's competitive landscape.

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