Strategy & Operations Analyst, Customer Success

Beyond Finance is on a mission to empower everyday Americans to break free from the burdens of debt and achieve a brighter financial future. Our dedication to providing compassionate, individualized support, combined with a strong culture of compliance and ethics, along with user-friendly technology and tailored financial solutions, has allowed us to assist over 1 million clients in their journey towards financial wellness. We are eager to welcome new team members who are passionate about making a difference and want to contribute to our mission-driven organization. If you are looking to be part of a fast-growing team that prioritizes helping people, we would love to hear from you! As a Strategic Operations Analyst, you will play a pivotal role in our Strategy & Operations team, collaborating closely with the Executive Team to drive cross-functional initiatives. You will transform insights into action, contributing to the strategic direction of the company. We seek a candidate with exceptional strategic thinking, analytical skills, and a commitment to operational excellence. You will thrive in a dynamic environment, solve complex challenges, and deliver tangible results.

Role Overview DoorDash is hiring a Customer Experience Manager for the Strategy & Operations team. This position focuses on improving customer satisfaction and strengthening operational performance across the delivery network. The role involves leading key initiatives and working closely with teams from different parts of the company to shape strategies that improve the customer journey. Locations San Francisco, CA New York, NY Chicago, IL Seattle, WA

About Loop Loop is a pioneering AI company focused on logistics and the physical economy. Through our specialized verticalized AI, we convert operational and financial signals from logistics data into structured insights, facilitating automation, enhancing financial transparency, and optimizing supply chains at scale. Our innovative solutions empower enterprise shippers to modernize their back-office operations and unlock hidden value in intricate logistics networks. We are backed by esteemed investors including J.P. Morgan, Index Ventures, Founders Fund, 8VC, Flexport, as well as 50 prominent angel investors. Our dynamic team boasts expertise from renowned companies such as Uber, Google, Flexport, Meta, Samsara, Intuit, Rakuten, and industry stalwarts like C.H. Robinson. About the Role As a Customer Operations Associate, you will oversee the complete operational process for our customers. This role is crucial in driving automation, optimizing invoice management, and enabling actionable insights that are vital for our clients’ success. You will actively identify opportunities to enhance our products and elevate the customer experience, collaborating closely with Customer Success Managers, Product, and Engineering teams. This position is based in our Chicago office and requires on-site presence.

Join our dynamic team at Canals as a Customer Success Manager. In this key role, you will be the advocate for our customers, ensuring they achieve their desired outcomes while using our products. Your expertise will help us build long-lasting relationships and drive retention and satisfaction.As a Customer Success Manager, you will work closely with clients to understand their needs, provide solutions, and ensure they are maximizing the value of our offerings. You will utilize your communication and problem-solving skills to help customers navigate challenges, contributing to their overall success.

The Customer Success Manager at AvePoint works from Chicago, IL, focusing on helping customers get the most out of AvePoint’s technology. This position blends sales knowledge with technical understanding to support clients throughout their journey. The role involves close collaboration with account managers, technical support engineers, and customers to ensure everyone stays aligned and informed. Key responsibilities Create and carry out strategies that help customers adopt AvePoint solutions effectively Act as a main point of contact, connecting internal teams with external customers Facilitate communication between sales, technical support, and client stakeholders What matters for this role Understanding of both the sales process and technical requirements in customer relationships Clear communication skills to connect teams and clients Dedication to supporting customer satisfaction and success Work environment AvePoint values growth, adaptability, and collaboration. Team members receive support for career development and are encouraged to contribute in meaningful ways.

Join us in shaping the future of finance.At Robinhood, our mission is to make finance accessible to everyone. With an anticipated $124 trillion in assets set to be transferred to younger generations over the next 20 years, we are positioned at the forefront of an unprecedented financial evolution. If you're prepared to be a key player in this transformative journey, we want to hear from you.About the Team and RoleWe are assembling a dynamic team dedicated to leveraging innovative technologies to tackle the most significant challenges in finance. We seek courageous visionaries, adept problem-solvers, and builders who thrive on making a difference. Robinhood is a place where ambition flourishes, and our high-performing team operates with integrity at the core of our values. With high expectations come substantial rewards.Founded on the principle of accessibility, Robinhood and its affiliates work tirelessly to lower barriers and enhance access to financial information. Together, we are developing products and services that foster a more inclusive financial ecosystem. As we prioritize growth, we invite inquisitive, growth-oriented individuals to help define our vision and shape our future. If our mission resonates with you, we encourage you to apply!We are currently on the lookout for a Finance & Strategy Senior Analyst who will collaborate closely with Robinhood's Crypto and International product teams. The Crypto team is at the forefront of developing next-generation crypto products across global markets and the DeFi sector. In this role, you will lay a robust financial groundwork for our crypto offerings, spearhead strategic initiatives to bolster product growth and broaden our reach, and enrich the global customer experience in crypto. You will establish and monitor key performance indicators, aid in leadership decision-making, and provide insights into financial performance, potential risks, and opportunities. Candidates should possess expertise in financial modeling, strategic thinking, cost management, and budgeting/forecasting, along with a proven ability to collaborate across teams and communicate effectively.

Role Overview frontcareers is hiring a Senior Customer Success Manager in Chicago, IL. This role focuses on helping clients reach their goals with our services. The position centers on guiding onboarding, building strong client relationships, and encouraging engagement to support satisfaction and retention. What You Will Do Lead new client onboarding and ensure a smooth transition to our services Develop and refine customer success strategies tailored to client needs Conduct regular check-ins to monitor progress and address concerns Work closely with internal teams to suggest and implement improvements to our offerings Champion customer advocacy throughout the organization What We Look For Proactive approach to problem-solving and client support Experience building and maintaining customer relationships Strong communication and collaboration skills Commitment to customer satisfaction and long-term success

At Beyond Finance, we are dedicated to empowering individuals to break free from the burdens of overwhelming debt and embark on a journey toward financial stability. Our compassionate approach, combined with a robust focus on compliance, ethical practices, and innovative technology, has enabled us to assist over one million clients in achieving their financial goals. We are on the lookout for passionate team members who want to join our mission and contribute to our continued growth and success. As a Strategy and Operations Associate, you will play a pivotal role in driving impactful projects and enhancing our operational capabilities, working closely with our Executive Team to shape the future of our business.

Join our dynamic team at frontcareers as a Customer Success Manager. In this pivotal role, you will be responsible for ensuring our customers derive maximum value from our products and services. You will build strong relationships, understand customer needs, and proactively address any issues to foster customer loyalty and satisfaction.As a Customer Success Manager, your key responsibilities will include onboarding new clients, conducting regular check-ins, and delivering tailored solutions that meet their business objectives. Your expertise will be crucial in driving customer engagement and retention.

Role Overview DoorDash, Inc. is hiring a Director of Strategy and Operations. This leader will help shape operational strategies and guide growth efforts across several markets. The position works closely with senior teams to influence important decisions and set direction. Locations New York, NY San Francisco, CA Chicago, IL Los Angeles, CA

Role Overview DoorDash is hiring a Senior Analyst, Workforce Strategy and Planning. This position focuses on using data to improve workforce strategy and support operations across multiple locations. The role can be based in Minneapolis, MN; Austin, TX; Chicago, IL; Denver, CO; Philadelphia, PA; Miami, FL; Atlanta, GA; Tempe, AZ; or remote within the United States. What You Will Do Analyze workforce data and trends to identify opportunities for operational improvements. Develop strategies that support productivity and employee engagement. Work closely with teams from different departments to design and implement workforce plans. Translate insights into actionable plans that help drive business growth. Location Eligible locations include Minneapolis, MN; Austin, TX; Chicago, IL; Denver, CO; Philadelphia, PA; Miami, FL; Atlanta, GA; Tempe, AZ; and remote within the United States.

Join coinflow as an Operations Support Analyst, where you will be at the forefront of enhancing our operational processes. In this role, you will analyze and streamline workflows, ensuring our team operates efficiently and effectively. Your keen analytical skills will help identify opportunities for improvement, making a significant impact on our daily operations.

LogicGate® stands at the forefront of AI-driven Governance, Risk, and Compliance (GRC) solutions for enterprises. Our platform empowers governance, risk, and compliance teams to minimize unexpected challenges, enhance resilience, improve program performance, and effectively measure impact and business value. With AI integrated throughout, LogicGate offers a centralized view of risk and compliance, delivering real-time insights and actionable data to support strategic business decisions while adapting to changing needs. Recognized as a leader in the GRC market, LogicGate is continually evolving to provide a top-tier platform.At LogicGate, our team is the cornerstone of our success. We are dedicated to creating an outstanding experience for both our employees and customers, fostering an environment that encourages ownership, impact, and excellence.The Role(Hybrid Role based in Chicago)We are seeking a Manager of Customer Success to lead our Customer Success Management (CSM) team. In this pivotal role, you will coach and scale a team of Customer Success Managers, overseeing the health, retention, and growth of our Mid-Market and International segments. Your expertise will bridge high-level strategy with tactical execution, ensuring your team effectively guides our customers through the complexities of GRC and translates these challenges into solutions within Risk Cloud.This cross-functional role will collaborate closely with Sales, Implementation, Marketing, and Product teams to guarantee our customers achieve significant outcomes and success with Risk Cloud.This is a hybrid role based at our Corporate Headquarters in Chicago, IL.

Revolutionizing Security for Developers.Security tools are lagging behind the rapid evolution of software development, often creating interruptions, delaying releases, and transforming security into a bottleneck. At Aikido, we are committed to changing this narrative by creating developer-centric security products that minimize real risks while streamlining the software shipping process. Our focus is on what truly matters, with automation handling the rest.We are challenging outdated security tools that have hindered teams for too long, and we are succeeding. If you are eager to contribute to our growth and help develop user-friendly products for developers, you belong here.Founded in 2022 by experienced entrepreneurs, Aikido has secured $85M in funding, providing us with an extensive runway for growth as we work towards self-securing software. Join our exceptional team, take ownership of your work, push the boundaries, and create impactful solutions.As a Technical Customer Success Manager, you will engage with our customers to derive real value from our platform. This role is not just about support; it’s about being proactive, diving into technical workflows, assisting teams in problem-solving, and ensuring Aikido is integral to their security management.You will operate at the nexus of product, engineering, and customer relations, guiding teams from initial onboarding to full operational status while providing valuable insights for product enhancement based on real-world application.

Join Beyond Finance as a Strategic Operations Manager, where you'll play a pivotal role in shaping our organization's future. In this dynamic position, you'll lead high-impact initiatives that drive growth, improve processes, and enhance customer experience. Collaborating closely with the Executive Team, you'll conduct in-depth analyses, manage operational enhancements, and develop actionable insights to ensure our clients achieve financial freedom. If you're passionate about strategic problem-solving and operational excellence, we want you to help us transform lives!

About Loop At Loop, we are dedicated to unlocking profits trapped in the supply chain while reducing costs for consumers. We tackle the challenges posed by inaccurate data and inefficient workflows that hinder working capital and inflate costs for all stakeholders in the supply chain. Our cutting-edge audit and pay platform leverages domain-driven AI to simplify the complexities of supply chain data and documentation. By enhancing visibility into transportation spending, we empower companies to take control of their costs and maximize profitability. Esteemed industry leaders such as J.P. Morgan Chase, Great Dane, Emerge, and Loadsmart collaborate with Loop because of our innovative solutions. We are backed by investors including J.P. Morgan, Index Ventures, Founders Fund, 8VC, Susa Ventures, and Flexport, alongside numerous distinguished angel investors. Our team brings a wealth of expertise from renowned companies such as Uber, Google, Flexport, Meta, Samsara, Intuit, and Rakuten, as well as established industry leaders like C.H. Robinson. About the Role As we expand, Loop is establishing a Strategy and Operations team to spearhead essential functions. This role encompasses various responsibilities, including addressing customer business challenges, enhancing customer support, facilitating product development, and conducting data analysis and management. You will work across functions to boost customer adoption and create significant value for our users and clients. Key Responsibilities Integrate with customer, product, and operations teams at major global corporations to enhance customer value. Accelerate our capacity to deliver new product offerings for global brands by thoroughly understanding how to drive customer success. Collaborate with data science, market strategies, and operations teams to proactively resolve issues and prepare Loop for scaling. Act as the internal voice of the customer, providing insights from customers and operations to product teams, and bridging gaps for features that are yet to be developed. Showcase robust execution skills, a deep understanding of Loop’s product offerings, and how they alleviate customer pain points. Support critical business partners to foster growth and customer delivery in Loop’s key business segments. Develop and nurture relationships with customer stakeholders, ensuring Loop consistently delivers value to them. About You You possess a college degree with a quantitative focus in analytics, finance, economics, or a related field. You have over 3 years of professional experience in consulting or a related field.

About MERGE MERGE is a marketing and technology agency focused on health and wellness. The team combines storytelling with advanced technology to create meaningful connections between people and brands. MERGE’s approach centers on understanding the full human experience and using AI to deliver relevant, seamless brand interactions. The agency’s mission is to help people and brands connect in ways that support healthier, happier lives. MERGE values human-centered innovation and a workplace where talented people can do their best work. Role Overview: Customer Success Supervisor (Emerging/SMB Accounts) Based in Chicago, IL, the Customer Success Supervisor manages a portfolio of Emerging and SMB clients. This position acts as a trusted advisor, guiding clients through the delivery of MERGE solutions and ensuring clients see real value, stay engaged, and grow their relationship with MERGE. The supervisor develops a deep understanding of each client’s goals, industry, and success metrics. The role requires a consultative mindset, strong executive presence, and the ability to work across teams. Responsibilities include leading project planning and execution, monitoring progress, and ensuring projects meet both agency and client standards. Ongoing relationship management is key. The supervisor nurtures client partnerships after the sale, helps clients achieve their objectives, and identifies new opportunities to expand MERGE’s services within each account. Key Responsibilities Manage the post-sale relationship for a portfolio of customers, focusing on retention and growth. Take ownership for the overall health and success of assigned accounts. Create and implement tailored success plans that align with each customer’s strategic goals and measurable outcomes. Build and maintain strong relationships with both business and technical stakeholders, including executive sponsors. Lead strategic business reviews to demonstrate value delivered and track performance against agreed goals.

Join Gong.io as a RevOps Manager, focusing on NAMER Territory Strategy and Operations. In this pivotal role, you will leverage data-driven insights to enhance operational efficiency and drive strategic initiatives across the North American region.

About the RoleAt CADDi, we are dedicated to revolutionizing the manufacturing industry, with our Customer Success team playing a pivotal role in delivering value and fostering growth on a large scale. As the Director of Customer Success, you will be responsible for the overall vision, strategic direction, and execution of our post-sales operations across the United States. This critical role will see you working closely with executive leadership in both the US and Japan to build a scalable, world-class organization.If you are a dynamic leader with a proven track record in navigating complex, high-growth environments, this is a unique opportunity to influence the future of a global manufacturing technology platform.Your ResponsibilitiesLead Team and Drive Organizational Outcomes: Formulate and oversee the Customer Success department's strategic goals and OKRs while mentoring and developing a high-performing team of Customer Success Managers (CSMs).Enhance Scalable Value and Growth: Shape the global customer journey and adoption framework. Collaborate with Sales Leadership to uncover and act on cross-sell and upsell opportunities, and analyze trends impacting customer health.Boost Customer Advocacy: Develop impactful customer narratives and case studies. Initiate programs that elevate CADDi and our customers as leaders in the industry.Shape Product and Global Strategy: Act as the executive Voice of the Customer (VOC) for Product and Engineering teams. Create foundational Customer Success playbooks and processes to support sustained hyper-growth in collaboration with our Japan headquarters.Strategic Account Management: Drive success for CADDi’s most valued accounts, fostering relationships with C-level executives and overseeing transformation initiatives.RequirementsWho You Are:Experience: 8+ years in leadership roles within Customer Success, Management Consulting, Strategy & Operations, or General Management.Proven Scalability: Demonstrated success in scaling post-sales or service organizations, achieving net revenue retention targets, and defining key performance metrics.Industry Expertise: Extensive experience within global manufacturing, complex industrial operations, or enterprise B2B SaaS ecosystems is highly advantageous.Strategic Vision: A visionary thinker capable of formulating multi-year organizational strategies and translating them into actionable initiatives.Exceptional Communication: A persuasive communicator able to distill complex operational challenges for C-level stakeholders.Position RequirementsWork Environment: Required to work in-office 5 days a week at our Chicago, IL location.Travel: Willingness to travel up to 50% of the time.