The Customer Success & Operations Manager is responsible for ensuring the success, stability, growth, and operational excellence of the Standard Segment portfolio in DACH .
This role combines portfolio ownership , renewal governance , pipeline generation , and operational program leadership . It requires a highly structured, data-driven, and commercially aware professional who can drive measurable business impact in a multi-product SaaS environment .
This is a high‑visibility role with significant cross‑functional exposure and direct contribution to Serrala’s growth and 3R performance (Retention, Revenue, Referenceability).
Key Responsibilities
- Co-own Gross Revenue Retention (GRR) for the DACH Standard portfolio.
- Maintain predictable renewal outcomes through structured, proactive renewal governance.
- Identify churn risks early using health scores and behavioral indicators.
- Lead churn mitigation plans in partnership with Account Management and Consulting.
- Drive migrations, upgrades, and lifecycle transitions when applicable.
2. Customer Success Pipeline Ownership
- Own CS-qualified pipeline generation for the Standard Segment in DACH.
- Identify upsell and cross-sell opportunities based on adoption patterns and lifecycle signals.
- Collaborate with Account Managers to convert CS-driven opportunities into revenue pipeline.
- Track, forecast, and report on CS‑sourced pipeline performance.
3. Operations & Program Governance
- Define and lead operational initiatives supporting the Standard segment.
- Build and implement playbooks for renewals, adoption recovery, and migrations.
- Establish KPIs and dashboards for retention, pipeline, and operational performance.
- Ensure CRM hygiene, forecasting discipline, and structured monthly reporting.
- Own operational accuracy from initiative design through execution and impact reporting.
4. Customer Health & Data Discipline
- Oversee automated health scoring combining adoption, engagement, support and renewal likelihood.
- Use data insights to prioritize customer interventions and focus areas.
- Ensure structured documentation and CRM data accuracy across the portfolio.
- Provide leadership with consistent risk forecasting and portfolio analytics.
5. Cross-Functional Project Leadership
- Lead initiatives and projects involving Sales, Support, Product, Consulting, and RevOps.
- Identify and escalate systemic friction points through root-cause analysis.
- Define project scope, milestones, owners, and performance metrics.
- Report project progress, impact, and mitigation plans to stakeholders.
What Success Looks Like – 3R Framework
Retention
- Strong GRR and NRR across the Standard DACH portfolio.
- Reduced reactive churn and strengthened customer lifecycle management.
- Successful migrations and transitions increasing platform stickiness.
Revenue
- Consistent contribution to CS-qualified pipeline , with structured opportunity identification.
- Measurable impact on expansion and renewal-driven revenue.
- Increased advocacy pipeline and enhanced participation in advocacy programs.
- Improved cNPS and positive customer feedback trends.
Success in this role means delivering stability, predictability, operational clarity, and measurable revenue impact.
Qualifications
Mandatory Requirements
- Experience in Customer Success, Operations, Program Management or related roles in B2B SaaS .
- Experience managing SMB or Mid-Market customer portfolios.
- Proven track record leading structured projects from design to execution.
- Demonstrated ability to build KPIs, dashboards, and reporting frameworks.
- Native or business-fluent German .
Technical Skills
- Proficiency in Salesforce (required).
- Experience with CS platforms such as Planhat (preferred).
- Strong analytical skills; comfortable with dashboards, forecasting, and reporting.
- Strong project leadership and execution discipline.
- Operational, structured, and process-oriented mindset.
- Commercial acumen and renewal fluency.
- Data-driven decision-making and prioritization.
- Executive-level communication and stakeholder management.
- Ability to coordinate across multiple departments and manage matrix collaboration.
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