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Customer Success Operations Specialist
FORMKraków, PolandRemotefull_timeVerifiedPosted 25 Jun 2025
About the role
What You’ll Do:As a Customer Success Operations Specialist, you’ll support the efforts of the Customer Success Managers and Account Managers who manage our various accounts in a variety of administrative tasks, while simultaneously providing onboarding consultations and proactive assistance to our smaller customers portfolio. You’ll be an integral part of the day-to-day Customer Success operations, helping achieve our mission to advocate for, consult with, and empower our customers. You’ll become a product expert, delivering an exceptional customer experience and helping our customers use the product to its fullest potential.
About FORMFORM powers the world’s 2 billion mobile workers as they change companies and industries for good, with mobile technology that improves execution from the frontline. FORM activates and connects teams in the field – with leaders, missions, and each other – so they can deliver success in the enterprise. The FORM field execution platform serves as a digital assistant for frontline teams by guiding daily tasks, streamlining data collection, facilitating real-time communication, and providing leaders with real-time intelligence to drive faster actions and better decisions. FORM offers the worl
Key Expectations:
- You’ll play a critical role in our Essentials onboarding and management, using our tech-touch approach, guiding new customers through the product functionality and how best to apply it to their business.
- You’ll provide managed services to the customers either directly or via the CS Operations team to augment the customer’s role in the administration and management of their platform solutions.
- You’ll support our Customer Success Team and Account Management with ongoing maintenance and customer data initiatives.
- You’ll join internal team and customer calls to discuss solution maintenance and solution administration challenges.
- You’ll consistently communicate our value and demonstrate FORM products’ ROI for our customers throughout their lifecycle.
- You’ll be responsible for customer renewals, ensuring continued success and alignment between our solutions and the customer's evolving needs.
- You’ll have more than enough thrown at you from customers, but your ability to prioritize and deliver on the highest value items is what will distinguish your performance.
- You’ll work with the customer and internal teams to simplify, standardize, document, and potentially automate tasks and processes to improve efficiencies around platform administration.
Requirements:
- You have 2-3 years of experience in a customer-facing role or customer operations type role within a software or technology company.
- You are an intelligent, empathic, and resourceful problem-solver.
- Your written communication is exceptional: concise, persuasive, and empathetic.
- Your verbal communication is exceptional: clear, on-point, and confident.
- You know and love Microsoft Excel and have the ability to zoom out of the minutia to recognize whether an input will result in the desired output.
Who you are:
- You have a passion for problem-solving and innovation, all in the best interest of making processes more efficient for the customer and field teams.
- When it comes to organizational skills, you’re the cream of the crop and can even point to examples of technologies you use to stay organized.
- Having too much work and not enough time doesn’t make you come unglued - You understand how to prioritize and focus on what’s important.
- You look forward to collaborating, working cross-functionally, and building relationships with many other teams throughout the company.
- You always make a point to follow up with customers and are a quick responder through various communication channels.
- You appreciate and align with our company values.
We Offer:
- Challenging and exciting work.
- A friendly and professional team of enthusiasts.
- Competitive salary.
- Work equipment.
- Paid time off, sick leaves, and public holidays.
- Health insurance with Lux Med.
- Full remote or hybrid work from our cozy office in Krakow.
- Opportunities for career growth.
About FORMFORM powers the world’s 2 billion mobile workers as they change companies and industries for good, with mobile technology that improves execution from the frontline. FORM activates and connects teams in the field – with leaders, missions, and each other – so they can deliver success in the enterprise. The FORM field execution platform serves as a digital assistant for frontline teams by guiding daily tasks, streamlining data collection, facilitating real-time communication, and providing leaders with real-time intelligence to drive faster actions and better decisions. FORM offers the worl
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