Director of Customer Operations, Qualified.com
Pipeline generation platform
Be an early applicant
Pipeline generation platform
201-500 employees
Be an early applicant
201-500 employees
Company mission
To change how companies generate pipeline.
Role
Who you are
- 5-8 years experience in customer operations, business operations, analytics, or consulting — ideally in a SaaS environment
- Hands-on experience with Salesforce (flows, automations, reporting); bonus for experience with Gainsight or other CS tools
- Analytical mindset and fluency with reporting tools (e.g. Looker, Tableau, Domo, or similar)
- Utilization of LLM-powered platforms or tools in your current role or personal life – Bonus points for experience with AI agent building platforms
- Ability to work autonomously, manage and prioritize asks from different stakeholders, and partner cross-functionally
What the job involves
- Qualified is the Agentic Marketing Platform for modern revenue teams
- As we grow our customer base and Success organization, we’re looking to scale our post-sales operations function with a data-minded and systems-driven Director of Customer Operations
- This is a high-impact role designed to empower our Customer Success team through streamlined systems, smart automation, and actionable insights
- Drive Operational Excellence in CS: Proactively identify and improve process and reporting gaps across our customer journey
- Work cross-functionally with RevOps, Business Systems, Product, and CS leaders to ensure our systems support scale and minimize friction in order to increase CSM productivity
- Enable Success with Data & Dashboards: Partner closely with the Customer Success team to deliver actionable reporting and dashboards that highlight customer health, product adoption, and team performance
- You’ll anticipate what CSMs and leaders need to make better, faster decisions
- Optimize Salesforce for Scale: Build and maintain flows, automations, and roll up fields in Salesforce that keep our product and CSM-inputted data accurate, up-to-date, and easy to report on — all while reducing the manual data entry burden on the Success team
- Build with AI Agents: Use an Agentic Automation platform, to design, deploy, and maintain AI agents that augment Success workflows, surface insights, and make unstructured data consumable
- Be a Thought Partner: Bring a proactive mindset to the team, continuously surfacing ideas to improve the Success team’s efficiency, effectiveness, and customer experience
Our take
Customer Relationship Management service Salesforce is used widely across the sales landscape. But because interactions on the platform are anonymous and text-based, they can feel impersonal. Many VIP customers prefer to put a face to the name and connect personally with a company, but this information is not revealed by Salesforce.
Qualified.com alerts companies when a high-profile customer is considering a purchase through their website, in addition to providing services that allow them to act upon this. By personifying web traffic and providing communication tools such as video and voice chat, companies are able to offer VIP clients high-quality sales conversations whilst they are visiting the website.
The sales CRM landscape is dominated by Salesforce, and Qualified.com’s approach to integrating their services within this platform is a seriously smart move. By allowing businesses to directly recognize and communicate with a high-profile customer, the startup presents itself as a serious competitor within the CRM industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
-17% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Apr 2022
$95m
SERIES C
May 2021
$51m
SERIES B
Total funding: $163m
Company benefits
- 100% Employee Paid Medical, Dental, & Vision
- Work From Anywhere
- 401k plan
- Free Monthly Gigabit Internet For Your Home Office
- Open Vacation Policy
- Paid Parental Leave Up To 16 Weeks
- Work From Home Setup On Us!
- One Medical Membership (including Tele-Medicine)
- Quarterly Swag
- Generous Employee Referral Program
- HSA / FSA Savings Accounts
- Disability Benefits (Short Term & Long Term) Paid By Us!
- Annual Learning Stipend
- Internal Coaching For Leaders
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Kraig Swensrud
(Co-Founder & CEO)Kraig worked for Salesforce.com for almost 7 years, before joining Campaign Monitor as CMO in 2014. Having founded GetFeedback in 2013, they founded Qualified.com in August 2018.
Sean Whiteley
(Co-Founder)Sean worked as an Aol Systems Engineer, a PwC Developer and Director of Sales Engineering at webMethods. They spent over 6 years at Salesforce.com before co-founding GetFeedback and Qualified.com.
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