Customer Success Operations, Datasite
$71.3-118.3k
Virtual data rooms for M&A dealmaking
Be an early applicant
Virtual data rooms for M&A dealmaking
1001+ employees
Be an early applicant
$71.3-118.3k
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- 2–3+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, or a similar analytical role within a SaaS environment
- Strong understanding of SaaS retention metrics (NRR, GRR, churn, renewal forecasting) and customer lifecycle management
- Experience working in Salesforce and a CS platform (Vitally, Planhat, Gainsight, Totango, etc.)
- High analytical rigor with strong Excel/Google Sheets skills and the ability to translate data into actionable insights
- Strong cross-functional communication skills with the ability to support frontline teams while maintaining process discipline
What the job involves
- We are looking for a Customer Success Operations Specialist to join our team!
- Grata’s GTM Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations from our revenue teams
- As a Customer Success Operations Specialist, you will play a critical role in building the systems, processes, and reporting that empower our CS team to proactively manage accounts and drive revenue growth
- This is an opportunity to directly impact net revenue retention while helping scale a high-performing CS organization
- Partner with CS leadership to design and optimize processes across onboarding, renewals, expansions, and customer health management
- Own and administer the CS tech stack (e.g., Vitally), ensuring accurate data, automation, and actionable insights
- Build and maintain reporting for renewal forecasting, churn analysis, customer health scoring, and expansion tracking
- Support renewal and expansion workflows, including pipeline management, risk identification, and cross-functional coordination with Sales and Finance
- Identify operational inefficiencies and implement scalable solutions that improve visibility, productivity, and retention outcomes
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Benefiting from its extensive experience in the industry, Datasite has successfully transformed into a more contemporary business entity. And it has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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