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Director, Customer Success Operations & Strategy (Remote, US)
SayariUnited States, United StatesRemotefull_timeVerifiedPosted 16 Jul 2025
💰 $100,000/yr
About the role
About Sayari: Sayari is the transparency company providing the public and private sectors with immediate visibility into complex commercial relationships by delivering the largest commercially available collection of corporate and trade data as a dynamic model of global ownership and trade activity. Sayari’s solutions harness this model to enable risk resilience, complex investigations, and clear-eyed business decisions. Sayari is headquartered in Washington, D.C., and its solutions are used by thousands of frontline analysts in over 35 countries.
Our company culture is defined by a dedication to our mission of using open data to enhance visibility into global commercial and financial networks, a passion for finding novel approaches to complex problems, and an understanding that diverse perspectives create optimal outcomes. We embrace cross-team collaboration, encourage training and learning opportunities, and reward initiative and innovation. If you like working with supportive, high-performing, and curious teams, Sayari is the place for you.
POSITION DESCRIPTION
As Director of Customer Success Operations & Strategy, you will lead the design and execution of a scalable operating model for our global post-sale teams—including CS, Support, and Professional Services. Your mandate is to ensure that every customer touchpoint is aligned, actionable, and contributes to value realization and retention.
You’ll be responsible for customer journey mapping, end-to-end retention forecasting, and driving automation and process excellence via platforms like Gainsight and Salesforce. You will also bring a forward-leaning perspective on the use of AI tools and workflow technologies to increase CSM productivity, reduce churn risk, and optimize the customer lifecycle.
This role requires both systems-level thinking and hands-on execution, with high collaboration across GMs, Product, RevOps, and Finance.
Our company culture is defined by a dedication to our mission of using open data to enhance visibility into global commercial and financial networks, a passion for finding novel approaches to complex problems, and an understanding that diverse perspectives create optimal outcomes. We embrace cross-team collaboration, encourage training and learning opportunities, and reward initiative and innovation. If you like working with supportive, high-performing, and curious teams, Sayari is the place for you.
POSITION DESCRIPTION
As Director of Customer Success Operations & Strategy, you will lead the design and execution of a scalable operating model for our global post-sale teams—including CS, Support, and Professional Services. Your mandate is to ensure that every customer touchpoint is aligned, actionable, and contributes to value realization and retention.
You’ll be responsible for customer journey mapping, end-to-end retention forecasting, and driving automation and process excellence via platforms like Gainsight and Salesforce. You will also bring a forward-leaning perspective on the use of AI tools and workflow technologies to increase CSM productivity, reduce churn risk, and optimize the customer lifecycle.
This role requires both systems-level thinking and hands-on execution, with high collaboration across GMs, Product, RevOps, and Finance.
Job Responsibilities
- Design and operationalize the end-to-end customer journey, including onboarding, adoption, value realization, and renewal—then translate that journey into system workflows, lifecycle metrics, and team accountability
- Build and continuously improve retention forecasting models and renewal process infrastructure to enable accurate risk tracking and proactive CS action
- Own Gainsight configuration and automation, including health scoring, playbooks, timeline cadences, and rule-based triggers to support scalable CSM workflows
- Evaluate and deploy AI-based tools that enhance CSM productivity, deliver proactive insights, and streamline customer engagement
- Lead the development of CSM coverage models, capacity planning, and segmentation strategies across post-sale functions
- Partner with GMs, Product, and CS leadership to align journey stages with customer value delivery and product engagement
- Define and track KPIs across the customer lifecycle, delivering dashboards and executive reporting on GRR, NRR, churn, usage, and retention risk
- Drive coordination across cross-functional partners—Finance, Sales, Systems, Product, Support—to ensure alignment across teams and tools
Required Skills & Experience
- 8+ years in Customer Success Operations, Revenue Operations, or GTM strategy in a high-growth SaaS environment
- Demonstrated experience designing and embedding customer journeys within CS systems and processes
- Strong expertise in Gainsight, Salesforce, and journey-based lifecycle modeling
- Deep knowledge of retention forecasting, renewals infrastructure, and post-sale performance metrics
- Experience with AI tools that support CS workflow automation and proactive risk identification
- Strategic thinker with hands-on ability to build dashboards, automate playbooks, and improve workflows
- Proven ability to collaborate cross-functionally and influence at senior levels
Preferred Skills & Experience
- Experience in B2B SaaS with complex or data-rich products
- Experience in US Federal and international government markets
- Familiarity with DealHub, Gong, Outreach, Hubspot, Zoominfo, LeanData
- Proven playbook in customer journey design, service blueprints, and lifecycle ops
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