Customer Success Operations Specialist

We are seeking a Customer Success Operations Specialist to bridge the gap between customer-facing strategy and operational execution. This is a high-impact, cross-functional role connecting Customer Success, Support, and Implementation with Revenue Operations and broader go-to-market teams.

This person will spend their first six months embedded within the Customer Success team, learning the customer journey, lifecycle touchpoints, and day-to-day workflows. After this period, they will transition into the Revenue Operations (RevOps) team, where they will serve as the operational partner to post-sale teams by designing scalable systems, improving processes, and delivering clear insights that help drive retention and expansion.

Their focus will be enabling revenue growth and strong customer outcomes through well-designed systems, reliable data, thoughtful automation, and clear performance visibility.

As the Customer Success Operations Specialist, you will:

• Map and optimize the post-sales lifecycle, including professional services handoffs, implementation milestones, and renewal workflows.
• Maintain and enhance our CS tech stack (e.g., Salesforce, Planhat, Zendesk), ensuring tools are configured to support day-to-day workflows.
• Build and audit dashboards that track key performance indicators (KPIs) such as Net Dollar Retention (NDR), Time-to-Value (TTV), CSAT/NPS, Customer Health Score, and Customer Product Adoption.
• Perform regular audits of customer data within the CRM to ensure accurate health scoring, renewal dates, and contract values.
• Provide data and analysis for CS Leadership and Rev Ops, turning insights into actions and process improvements
• Develop automated playbooks to alert the team of upcoming renewals or expansion opportunities, ensuring no revenue falls through the cracks.
• Streamline ticket routing and project management tracking to improve efficiency for our Support and Professional Services teams.
• Create and maintain internal "how-to" guides for CS processes to ensure team-wide consistency and seamless onboarding for new hires.
• Evaluate, recommend, and implement new technologies to support CS strategy and growth.

Preferred Experience & Qualities:
What are we looking for in this role?:

Strongly preferred:

• 2+ years in Customer Success, Account Management, or Revenue Operations.
• Experience with Salesforce (Admin certification is a plus) and familiarity with CS platforms or Project Management tools.
• Proven experience using spreadsheets to manage, analyze, and report on data.
• Ability to explain complex technical workflows to non-technical stakeholders clearly.
• A match with our core values: Teamwork, Excellence and Integrity.

Nice to have:

• Experience with SQL, Tableau, or PowerBI.
• Previous experience in a high-growth SaaS environment.
• Background in Customer Success or Professional Services.

The hiring process for this role:

• Apply! Submit your resume and answers to the application questions below via the Workable portal
• Phone screen with People Ops: A 30-minute conversation to review your background and experiences, discuss the culture at FMX, and ensure that you understand the general expectations for the role. Also, a great time for you to ask questions about compensation, benefits, etc.
• Hiring manager conversation: A 60-minute conversation with the hiring managers. Be prepared to discuss your background as well as what you’re looking for in your next role and what direction you see your career path taking. Also, this is a great time for you to ask questions about the expectations for this role, team culture, etc.
• Final Interview: A 60-minute peer interview with members from the Customer Success and Revenue Operations teams.
• Questions for you from the team on your background, as well as time to discuss the day-to-day responsibilities and team culture.
• Offer & Onboarding: Candidates who receive an offer will be required to complete a background check prior to onboarding. New hires are also expected to work onsite at our Columbus, OH office during their first week to complete onboarding and connect with the team in person.

FMX Benefits and Life at FMX:

• You’ll make a big impact: You’ll have significant influence over the direction of our product and the future of our company.
• Competitive benefits: 100% company-paid health, dental, vision, long and short term disability, and life insurance.
• Work from home: At FMX we are remote first, but you’re welcome to use our office as you need. We have two all-company events a year to ensure that you can put a face to that name and establish high-trust relationships with your teammates and co-workers. When you’re in the office, you can take advantage of our free snacks, beverages, and office kegerator.
• Home office stipend: We’ll give you everything necessary to do your job (company sponsored laptop, headset, etc.). We will also provide up to $500 to help with equipment, furniture and accessories. You will also get $60/month toward your home internet connection.
• Generous PTO and UTO (unplanned time off) policies: If you’re sick, why should that cut into your vacation time?
• Flexible Schedule: We offer a flexible schedule to help you manage personal appointments, such as doctor or dentist visits, as long as you're meeting performance expectations and project timelines.
• You’ll enjoy a collaborative culture and a close-knit team: We're a team of hard-working, high-fiving, friendly folks. We take collaboration, transparency, continuous improvement, and work/life balance seriously. 

Compensation:

• This position is eligible for a base salary as well as a Company Performance Bonus. The compensation range for this position is expected to be $65,000-$75,000.
• 401(k) and medical / dental / vision / short and long term disability / life insurance.

Other considerations: The candidate for this position can be located anywhere in the US.

Company:

FMX is founded and headquartered in Columbus, Ohio and develops a cloud-based, software-as-a-service facility maintenance and management product. FMX serves education, property management, manufacturing, and other markets and is one of the fastest-growing companies in its space. Check us out at: https://www.gofmx.com/

Note: All other company requirements are documented in the FMX Teammate Handbook. FMX is an equal opportunity employer and a drug-free workplace.