Affinity
Customer Success Operations Analyst
PortugalRemotePosted 28 days agoCA$68,000 – CA$85,000
Full TimeMidRemotePT
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Job Description
The RoleDo you want to work at a high-growth company where your impact is seen and rewarded? Are you looking for the autonomy to do your best work?We are seeking a Customer Success Operations Analyst
Key Highlights
- Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools, managing cases promptly, and ensuring a seamless quote-to-close process
- Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn’t working, or experimenting with new approaches that combine AI and automation to make the team more effective
- Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
- Assist with end-of-quarter CS compensation reports and audit process
- Create and coordinate key reporting for leadership, translating data and insights into executive dashboards on customer adoption, renewals, expansions, and churn
Qualifications
Required Qualifications
- 2–5 years of experience in Revenue Operations, Customer Success Operations, or Sales Operations at a high-growth B2B SaaS company
- Salesforce experience: comfortable navigating reports, dashboards, and data structures, and able to troubleshoot issues that span Salesforce and connected tools
- Experience supporting quoting, renewals, or billing workflows: you’ve helped troubleshoot pricing or contract issues and understand how quotes flow through a system, even if you haven’t owned CPQ directly
- Strong understanding of SaaS metrics (ARR, GRR, NRR, churn) and post-sale finance terminology (billing, revenue recognition, renewals)
- AI experience: you’ve been experimenting with AI tools and can articulate what you’ve tested, built, or learned on your own
- Expert Excel/Google Sheets skills, including experience manipulating large datasets
- Self-starter mentality: you’re resourceful, take initiative, and are comfortable figuring things out independently. You don’t wait for answers; you find them.
- Comfortable operating in a fast-paced environment with evolving priorities and ambiguity
- Strong attention to detail and project management skills
Preferred Qualifications
- Experience with Customer Success platforms like Gainsight, ChurnZero, Totango, or similar
- Experience with MonetizeNow or other quoting/billing tools
- Familiarity with BI tools like Looker, Tableau, or Amplitude
- Experience in the CRM, data services, or private capital/financial services space
Skills & Technologies
Go
About the Company
Affinity
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Job Details
Employment Type
Full Time
Experience Level
Mid
Salary Range
CA$68,000 – CA$85,000
Location
Portugal
Work Mode
Remote
Posted
28 days ago
Country
PT