Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Customer Success Operations Analyst
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- Remote from
- USA
- Salary
- USD 120k–130k / yr
- Department
- Data Science & Analytics
- Employment
- Full Time
- Experience
- Director
- Published
- Apply before
- 24 Nov 2026
- Listing views
- 46
- Application actions
- 4
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The role, at a glance.
This Customer Success Operations Analyst will build reporting, automation, and AI-assisted workflows for the Customer Success organization. The role translates stakeholder needs into governed data requirements, dashboards, account-health reporting, and QBR/EBR materials using a Customer Success data mart. It also automates renewal, adoption, ticket-triage, diagnostics, and cross-platform workflows across tools such as Salesforce, Zendesk, Slack, and the data warehouse. Success requires strong data-platform fluency, pragmatic AI/LLM automation judgment, data governance awareness, and close collaboration with Business Systems, Engineering, Support, and Customer Success teams.
Role DNA
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Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would first define the decisions the dashboard must support, the audience, and the required refresh cadence. I would translate those needs into documented metrics, field-level definitions, data sources, ownership, and quality checks, then validate an initial version with users before automating distribution and monitoring reliability.
I would map the current workflow and identify deterministic routing rules, required customer context, ownership rules, and escalation paths. I would use an established integration platform for secure event-driven handoffs, enrich tickets with approved CRM and warehouse data, and add LLM-based classification only where confidence thresholds, audit logs, and human review are defined.
I would apply least-privilege access, restrict data exposure to approved tenant-scoped fields, document data lineage, and retain auditable logs for prompts, actions, and exceptions. I would also partner with Security and Business Systems on retention, access reviews, model/vendor controls, and safeguards against cross-customer data leakage.
I have used modern data platforms to query governed datasets, create reusable semantic metrics, and build curated views for operational reporting. My approach emphasizes clear metric definitions, tests for completeness and freshness, documentation, and reusable models rather than one-off extracts that create inconsistent reporting.
I would evaluate requests by customer and revenue impact, manual effort eliminated, risk reduction, data readiness, implementation complexity, and strategic alignment. I would publish a transparent backlog, deliver high-confidence quick wins where appropriate, and sequence foundational data-quality or governance work ahead of automations that depend on it.
About this role.
Obsidian Security is a global leader in cyber security protecting the SaaS and non-human identity layer modern enterprises run on — from Salesforce and Snowflake to the AI agents now deployed inside them. The Obsidian Security platform gives unified visibility into every human and machine identity, app, and integration across their SaaS estate, detects identity-based and supply chain attacks in real time, and enforces least-privilege access before it’s exploited. Trusted by major Fortune 500 companies T-Mobile, Workday, Snowflake, and S&P Global, Obsidian ranked No. 95 on the 2025 Deloitte Technology Fast 500™, growing nearly 1000% from 2021–2024 — helping CISOs turn an unmonitored attack surface into one they can govern with confidence. Obsidian has also been recognized by Forbes as America’s Best Startup Employers in 2026.
In August 2026, Obsidian raised $85 million in Series D financing led by Crescent Cove Advisors, with participation from existing investors including Greylock Partners, Menlo Ventures, Norwest Venture Partners, IVP, Wing Ventures, and GV — pushing Obsidian’s valuation to $1.1 billion, crossing into unicorn status. Obsidian is using the funding to deepen its R&D in agentic AI security and extend its platform as the standard for governing what AI agents can access and do inside third-party applications.
With global momentum, a growing partner ecosystem including SentinelOne, Databricks, and Google Cloud, and fresh capital from its Series D behind it, Obsidian is scaling rapidly toward long-term growth and IPO readiness.
About the Team
We’re building a new Service Operations function within Customer Success to modernize how we structure, access, and act on customer data. This is a foundational role: you’ll be the primary consumer of the data built and owned by Business Systems, transforming it into automated reporting and AI-assisted tools that enable customer health tracking, streamline QBRs and EBRs, and provide executives with clear visibility into customer outcomes.
About the Role
- Own the reporting and automation layer for Customer Success — translate stakeholder needs for account health, QBR/EBR decks, and executive dashboards into field-level requirements, then build the reporting and automation on top of the Customer Success data mart.
- Default to AI-first workflows — shape the roadmap for both deterministic (data plumbing) and non-deterministic (AI/LLM-driven) automation that surfaces customer insights, health checks, and recurring reports, replacing manual, ad hoc work wherever possible.
- Automate recurring Customer Success workflows beyond reporting, including renewal/adoption tracking, repetitive support tasks like ticket triage and diagnostics, and cross-platform automation that connects support tools (e.g., Zendesk) with systems like Salesforce, Slack, and the data warehouse to cut down manual handoffs.
- Help define a secure, auditable data access model for Customer Success workflows, in partnership with Business Systems and Security (who own implementation).
- Maintain data quality and documentation for Customer Success data sources, flagging gaps, inconsistencies, or governance issues as you find them.
- Partner across Business Systems, Product/Engineering, and Customer Success (TAM and Support) to shape how data flows into the reports and tools people use every day.
About You
- An AI-first approach to problem-solving — you default to evaluating where agentic or LLM-driven workflows can replace manual, ad hoc reporting rather than reaching for another one-off script or dashboard.
- Hands-on experience with Databricks (or a comparable modern data platform), including querying, data modeling on governed marts, and metric/semantic views.
- Familiarity with Python or another scripting language for data transformation and automation.
- Strong communication skills — able to translate ambiguous business reporting needs into concrete data requirements.
- Experience with Salesforce data and/or customer success platforms (e.g., Totango, Zendesk, Gainsight) is a plus.
- Understanding of data access governance and security best practices, particularly around customer-tenant data.
- Comfortable operating with ambiguity, partnering directly with engineering/business systems teams that own the broader data warehouse.
- Experience designing or implementing automation for technical support workflows and cross-platform integrations (e.g., ticket triage, diagnostics, connecting support tools to Salesforce, Slack, or data platforms using an established integration platform) is a plus.
- Experience with cybersecurity, SaaS security, or a technical B2B SaaS environment is a plus, but not required.
Employee Benefits
Our competitive benefits packages are designed to support our employees’ well-being, both at work and at home. Our US based employees enjoy:
- Competitive compensation with equity and 401k
- Comprehensive healthcare with dental and vision coverage
- Flexible paid time off and paid holiday time off
- 12 weeks of new parent or family leave
- Personal and professional development resources
For more details on our US benefits, or for information on our international benefits, please see here.
Pay Transparancy
Please note that the base pay range is a guideline and for candidates who receive an offer, the base pay will vary based on factors such as work location, as well as the knowledge, skills and experience of the candidate. In addition to a competitive base salary, this position is eligible for equity awards and may be eligible for sales commission or incentive compensation based on the role or function within the company.
At Obsidian, we are proud to be an equal-opportunity employer. We value diversity and hire for talent, passion, and compassion. In compliance with federal law, all persons hired will be required to submit satisfactory proof of identity and legal authorization. If you have a need that requires accommodation, please contact accommodations@obsidiansecurity.com
Information collected and processed as part of any job applications you choose to submit is subject to Obsidian’s Applicant Privacy Policy.
Base Salary Range
$120,000—$130,000 USD
Employee Benefits:
Our competitive benefits packages are designed to support our employees’ well-being, both at work and at home. Our US based employees enjoy:
- Competitive compensation with equity and 401k
- Comprehensive healthcare with dental and vision coverage
- Flexible paid time off and paid holiday time off
- 12 weeks of new parent or family leave
- Personal and professional development resources
For more details on our US benefits, or for information on our international benefits, please see here.
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