You empower Client Development leadership with actionable reports & dashboards, making the impact of various business initiatives along the customer journey visible through data.

You serve as the first line of support for our Client Development team, providing hands-on, practical help to tackle their daily questions and troubleshoot issues related to tools, data, and processes.

You own the operational design of the Client Development customer journey, and collaborate closely with stakeholders across Client Development and Customer Success to ensure a seamless, scalable handoff between teams.

You help operationalize customer health and expansion signals, putting relevant KPIs & procedures in place to guide the Client Development team's focus.

You design, build, and operationalize Client Development playbooks and manage the rules of engagement for optimal collaboration between Client Development and other customer-facing teams.

You lead Client Development business review sessions, inspiring participants to develop new strategies based on customer data.

You will own your quarterly roadmap of strategic projects for Client Development, driving them from initial scoping, development with our tech team, testing, documentation, and enablement, through to final adoption.

You have 3+ years of relevant experience, ideally in a B2B SaaS environment. Whether you come from a formal Operations role (Revenue Operations, Customer Operations, etc.) or a Client-Facing role (like Account Management or Customer Success) where you were the operational "go-to" for your team, we're interested in your skills.

A data-driven problem-solver: Regardless of your background, you are highly analytical. You have a proven ability to build reports, manage dashboards, and translate complex data into actionable insights for business reviews.

Meticulously detail-oriented: You have a high bar for accuracy and understand that data integrity, clean documentation, and getting the small things right are critical to building scalable processes.

Process-oriented and scalable: You are a systems-thinker who instinctively looks for bottlenecks. You have experience mapping customer journeys (or sales processes) and designing, implementing, and documenting new workflows.

Hands-on with the tech stack: You are a power-user of a CRM, preferably Salesforce, and are comfortable managing data integrity, building reports, and helping others navigate the tool.

An autonomous owner: You are proactive and resourceful, with a "doer" mentality and the ability to manage projects from initial scoping to full adoption.

An excellent communicator and collaborator: You are a dedicated team player who can clearly articulate complex ideas, manage stakeholder expectations, and build strong relationships with cross-functional teams.

Highly organized: You possess strong project management skills and can effectively prioritize multiple high-impact initiatives in a fast-paced environment.

Empathetic and supportive: You are passionate about helping others and enabling your stakeholder teams to succeed. You thrive in an open, feedback-driven culture.

Fluency in written and spoken English is required.