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Own the vision and strategy for delivering world-class customer experience through our Services & Success operating model
Drive cross-functional alignment across Sales, Product & Engineering, Finance, and Support by synthesizing customer health, retention, and services delivery opportunities into operational priorities
Lead and execute strategic initiatives to optimize and transform customer engagement, services delivery, and internal collaboration processes
Extract key business insights from qualitative and quantitative data, identify risks and opportunities, and build programs that drive revenue retention, expansion, quality, and operating leverage
Promote a culture of rapid innovation and experimentation across playbooks to drive customer outcomes and enhanced experience
Own annual planning, budgeting inputs, capacity modeling, forecasting, and monthly/quarterly business review functions for TAM Operations
Influence multi-year functional planning by translating business strategy into operational roadmaps, investment priorities, and scalable systems
Own variable compensation design, target setting, and attainment tracking for TAM roles in partnership with Finance and TAM leadership
Lead the TAM Operations function across systems and automation, planning and forecasting, quality, and business insights, through a combination of team leadership and cross-functional influence
Set functional priorities, operating standards, and success metrics for TAM Operations, ensuring execution aligns to company objectives
Make final recommendations and drive execution on operating model, workflow orchestration, and process governance decisions across the Services & Success organization
Build organizational capability by coaching team members, raising the quality bar, and establishing scalable mechanisms that improve decision-making and execution over time
Drive accountability and execution quality through clear KPIs, delivery standards, and regular coaching
Own and operate the AI agent harness and automation layer of our TAM operating model
Design, ship, manage, and iterate on AI-driven workflows that enhance and automate customer health inspection, risk detection, engagement management, services delivery lifecycle, workflow orchestration, quality measurement, and customer experience across TAM and CX
Build scalable, multi-step agentic systems that TAM and CX leaders rely on for planning, forecasting, insight generation, and decision support
Establish governance, system evaluation frameworks, and QA processes for AI-assisted outputs
Set direction for the adoption of new tools and processes, including AI and automation platforms, to drive productivity across the TAM organization
Use AI tools in your own workflow: operational analysis, data modeling, reporting automation, strategic communications, and executive presentations
Apply strong judgment to validate AI outputs, manage risk, and improve the repeatable systems the team uses
Stay current with AI developments relevant to CX operations and translate learnings into operating model improvements
Translate AI workflow results into executive-ready insights that inform strategic decisions across TAM, CX, and GTM leadership
Drive proactive churn and contraction inspection: identify at-risk renewals, perform root cause analysis on losses, and mobilize account teams to execute save motions
Build and operate AI-powered account health and risk inspection tools that surface declining engagement signals and trigger intervention workflows
Drive renewals forecasting in partnership with the TAM & Renewals team
Own TAM coverage modeling end-to-end: define and maintain coverage ratios by segment, tier, and region that balance workload with customer outcomes
Manage book of business assignments and rebalancing including regional allocation of budgeted headcount
Conduct capacity forecasting as the business scales: model the impact of new customer acquisition, tier migrations, and organizational changes on team bandwidth
Own the design and operationalization of post-sales quality measurement across Services and Success
Requirements:
8+ years in an Operations and/or Strategy role focused on Professional Services, Customer Success, or similar post-sales functions
Proven experience owning or leading a services operations, CS operations, or similar function with responsibility for strategy, operating cadences, and cross-functional execution
Deep knowledge of services and success methodology, processes, tools, and metrics including utilization, engagement health, onboarding, retention, and customer lifecycle management
Effective at engaging and influencing executive stakeholders, building consensus, and driving collaborative change
Demonstrated track record of designing and deploying AI-powered workflows that delivered measurable business outcomes
Track record of leading technology-enabled business process transformations, with an emphasis on strategic application of AI and agentic solutions
Strong judgment in evaluating AI-generated outputs for accuracy, risk, and appropriateness before scaling them into team workflows
Expert in managing and analyzing data, including building reports and scenario analysis models, as well as leveraging business intelligence tools to drive leadership strategy