Customer Success Operations Customer Success
Listed on 2026-11-04
-
IT/Tech
CRM Systems & Management, Data Analyst -
Business
CRM Systems & Management, Data Analyst
Location: Montreal
Customer Success Operations
We're looking for a systems-minded, data-driven Customer Success Operations specialist to help our CS team scale. You'll build the processes, tooling, and reporting that make our CSMs faster, sharper, and more effective.
Experience 3 + Years
Job type Full Time
Location Flexible
Language English / French
Salary ~$80,000 CAD
Role OverviewAs CS Ops, you'll partner with the Head of Customer Success to design and run the CS engine 'll own tooling, playbooks, health scoring, forecasting, and reporting, working cross-functionally with Rev Ops, Data, and Product.
Key Responsibilities1. Tooling & Workflows
- Own and improve the CS tech stack and workflows
- Design and maintain playbooks, onboarding flows, and account health frameworks
- Integrate CS tools with CRM, product, and data systems
- Build retention, expansion, and health reporting for CS leadership
- Support renewal forecasting and pipeline hygiene
- Instrument the customer journey from onboarding onward
- Partner with Rev Ops, Data, and Product on shared initiatives
- Improve handoffs between Sales, CS, and Support
- Roll out enablement, training, and process changes to the CS team
- CS tooling, workflows, and playbooks
- CS reporting, health scoring, and forecasting
- Continuous improvement of the customer journey
- 3+ years in CS Ops, Rev Ops, or a related operations role in SaaS
- Strong analytical skills (SQL is a plus)
- Experience with CS platforms (Gainsight, Churn Zero, or similar) and CRM (Hub Spot or Salesforce)
- Excellent process design and cross-functional communication skills
- Fluent in English and French
- Experience with usage data, product analytics, and dashboards
- Familiarity with Mar Tech, AdTech, or creator platforms
- CSM productivity and adoption of tooling and playbooks
- Accuracy of forecasting and health scoring
- Improvements in retention, expansion, and onboarding metrics
Heylist is transforming how brands and creators collaborate. Our platform helps marketers identify the right creators, streamline campaign management, and measure results with confidence. We partner with leading global brands and are building the go-to solution for data-driven creator marketing.
We’re a fast-growing, venture-backed team fueled by curiosity, creativity, and execution. If you thrive in high-velocity environments and want to shape the future of the creator economy, you’ll feel right at home.
Benefits & Well-being
- Health & wellness Group insurance coverage and retirement savings contributions.
- Equity & ownership Stock option plan to grow with the company.
- Work tools Essential work tools covered by the company.
- Flexible paid time off Flexible paid days for illness or family obligations.
- Inclusion & diversity A diverse and inclusive environment where everyone is empowered to contribute.
Our Core Values
Trust is how people grow ideas, communities, and brands. We believe the future belongs to those who empower human creativity, earn trust, and create opportunities together.
At Heylist, we're reimagining how consumers and marketing collaborate. We're helping brands activate trusted communities, transform customers into creators, and make social marketing an always-on engine for growth.
Our goal is simple: help every brand grow through the people who trust it most.
One Be curious. Understand deeply.
Two Cancel the noise. Simplify complexity.
Three Be optimistic. Find the opportunity.
Four Be useful. Help others win.
Five Pursue excellence. Make good great.
Six Stay relentless. Deliver results.
Seven Be proud. As a team.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).