Customer Success Operations Analyst

  • Full-time
  • Time Type: Full Time
  • Department: Sales
  • Location: Mexico - Adjunct Office

Company Description

QAD & QAD Redzone help manufacturers make more products for less while significantly improving the employee experience. While there is a lot of hype around digital transformation, the factory of the future, and Industry 4.0, the focus has been on the equipment and technology, -not the people. At QAD, we are all about the people.  We make frontline teams more engaged and more productive so their lives improve while contributing to positive business outcomes. We do this by combining exceptional software and world-class coaching, giving our customers an average productivity increase of 22% in 90 days. Redzone brings together Production, Maintenance, and Quality teams, improving the communications between those teams to resolve issues and increase output. Decision-making happens on the shop floor by the people doing the work, in real time, for immediate impact and a better overall employee experience.

With over 1000 customers, 1400 plants and 325,000 users, Redzone is changing the way people work – one plant at a time.

This role is fully remote but must be based in Mexico. Full work authorization is already in effect. No Visa sponsorship is available.

Job Description

We are seeking a highly analytical and collaborative Customer Success (CS) Operations Analyst to join our team. In this pivotal role, you will drive the operational foundation for our Customer Success organization - owning the data, tooling, and processes that enable our CSMs to deliver value at scale. You will partner closely with CS leadership to design reporting, optimize workflows, and prepare for the implementation of Gainsight (or similar CS platforms). This role sits at the intersection of systems, analytics, and enablement, ensuring our CS organization operates with consistency, accuracy, and efficiency.

Key Responsibilities

Customer Success Tooling & Process Optimization

  • Own day-to-day CS tooling operations, with an initial focus on Salesforce and transition to Gainsight.
  • Partner with CS leaders to design and implement CTAs, playbooks, and workflows in Gainsight.
  • Translate business requirements into scalable system configurations and processes.
  • Document CS processes and maintain governance standards to ensure consistency.
  • Identify inefficiencies in current reporting and manual workflows; recommend automation opportunities.

Data Management & Analytics

  • Manage and ensure integrity of CS-related data (accounts, renewals, health scores, NPS, PS surveys) within Salesforce and Gainsight.
  • Build and maintain dashboards/reports (Salesforce, Tableau, Power BI, or similar) to provide real-time visibility into customer health, renewals, and churn risk.
  • Consolidate reporting requests across stakeholders to eliminate redundancy and drive a single source of truth.
  • Support forecasting by providing timely insights into renewals, expansion opportunities, and risk indicators.

Cross-Functional Collaboration & Enablement

  • Act as the operations liaison across CS, RevOps, and Finance to ensure aligned reporting and forecasting standards.
  • Partner with CSMs to translate operational insights into actionable improvements for customer engagement.
  • Provide training and enablement to end users on CS tools, dashboards, and processes.
  • Support requirements gathering and vendor evaluation for new CS technologies (e.g., Gainsight vs. alternatives).

Qualifications

  • Experience: 5+ years in Customer Success Operations, Revenue Operations, or related analytical/operations role (SaaS/B2B preferred).
  • Systems Expertise: Proficiency in Salesforce administration/reporting; experience with CS platforms (Gainsight preferred, but not required).
  • Analytics Skills: Strong ability to manipulate, analyze, and visualize data using Excel and BI tools (Tableau, Power BI).
  • Process Orientation: Demonstrated ability to map workflows, streamline manual processes, and implement scalable solutions.
  • Communication & Collaboration: Strong ability to partner with technical and non-technical stakeholders; skilled at presenting data-driven insights to leadership.
  • Project Management: Capable of managing multiple priorities, deadlines, and stakeholder needs in a fast-paced environment.
  • Growth Mindset: Eagerness to learn new systems and adapt as the CS tech stack evolves.

Nice-to-Have Qualifications

  • Experience implementing or administering Gainsight (CTAs, playbooks, health scores).
  • Familiarity with renewal forecasting and churn modeling.
  • Knowledge of SQL or Python for deeper data analysis.
  • Exposure to change management, training, or enablement programs.

Additional Information

  • Your health and well being are important to us at QAD. We provide programs that help you strike a healthy work-life balance.
  • Opportunity to join a growing business, launching into its next phase of expansion and transformation.
  • Collaborative culture of smart and hard-working people who support one another to get the job done.
  • An atmosphere of growth and opportunity, where idea-sharing is always prioritized over level or Hierarchy.
  • Compensation packages based on experience and desired skill set

About QAD:

QAD Inc. is a leading provider of adaptive, cloud-based enterprise software and services for global manufacturing companies. Global manufacturers face ever-increasing disruption caused by technology-driven innovation and changing consumer preferences. In order to survive and thrive, manufacturers must be able to innovate and change business models at unprecedented rates of speed. QAD calls these companies Adaptive Manufacturing Enterprises. QAD solutions help customers in the automotive, life sciences, packaging, consumer products, food and beverage, high tech and industrial manufacturing industries rapidly adapt to change and innovate for competitive advantage.

QAD is committed to ensuring that every employee feels they work in an environment that values their contributions, respects their unique perspectives and provides opportunities for growth regardless of background. QAD’s DEI program is driving higher levels of diversity, equity and inclusion so that employees can bring their whole self to work.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. 

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