Affinity
CustomerSuccessOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Operations Analyst at Affinity. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, Salesforce, quoting workflows, renewal workflows, AI tools. Serve as the primary point of contact for quoting and renewal support on the CS side. troubleshooting issues in Salesforce and our quoting tools”
What You'll Achieve.
accelerate revenue growth; enable us to scale; support customer outcomes and business growth; provide visibility into customer health; inform the adoption journey
Industry & Context.
solving complex problems independently; dive deep into unfamiliar systems; diagnosed and fixed problems
What They're Looking For.
Must Have
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 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, 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 you find them., Comfortable operating in a fast-paced environment with evolving priorities and ambiguity, attention to detail and project management skills
Nice to Have
Experience with Customer Success platforms like Gainsight, ChurnZero, Totango, or similar, Experience with MonetizeNow or other quotingilling tools, Familiarity with BI tools like Looker, Tableau, or Amplitude, Experience in the CRM, data services, or private capital/financial services space
What You'll Do.
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
ensuring a seamless quote-to-close process
Help shape the CS tech stack of the future
optimizing existing tools
sunsetting what isn't working
experimenting with new approaches that combine AI and automation to make the team more effective
Build and maintain lifecycle processes
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
Partner with Product and Data teams on usage analytics initiatives to provide visibility into customer health and inform the adoption journey
Support internal change management activities for standard processes and tools across customer-facing teams
Understand and prioritize the needs of Customer Success
and Customer Marketing teams to inform a cohesive operational strategy
How You'll Work.
Team & Collaboration
Partner with Product and Data teams on usage analytics initiatives; Support internal change management activities for standard processes and tools across customer-facing teams; Understand and prioritize the needs of Customer Success, Support, Onboarding, and Customer Marketing teams
Process & Methodology
project management skills, ownership of systems and processes, ownership and improvement of processes
Full Job Description
The Role Do 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 to accelerate revenue growth and enable us to scale. This role will report to the Customer Success Operations Manager. As a member of the Revenue Operations team, you will take ownership of critical systems and processes that power our Go-To-Market strategy, with a particular focus on quoting and renewal workflows and the tools that enable our Customer Success team to operate effectively. This is a role for someone who thrives on solving complex problems independently, isn't afraid to dive deep into unfamiliar systems, and takes pride in building things the right way. You'll often be the subject matter expert in the room, and that's exactly how we want it. We're an AI-forward company, and we're looking for someone who shares that mindset. You should be curious, optimistic, and able to speak to how you've been using AI tools in your work or for independent learning. What you'll be doing 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 Partner with Product and Data teams on usage analytics initiatives to provide visibility into customer hea
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