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Endex

Customer Success Operations

Posted 5 Days Ago
In-Office
San Francisco, CA, USA
Entry level
In-Office
San Francisco, CA, USA
Entry level
Build and maintain customer success operating models, lifecycle stages, onboarding workflows, account segmentation, health reporting, dashboards, and alerts. Develop repeatable programs for adoption, business reviews, renewal-risk escalation, and retention measurement. Partner with customer success managers to improve processes, investigate data quality, define useful metrics, and implement practical workflow changes.
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Who We Are

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

About the Role

Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person

We're looking for someone who can give the customer success team a reliable view of accounts and a repeatable way to act on it.

In Customer Success Operations at Endex, you'll build the systems, reporting and workflows behind customer onboarding, adoption and retention. You'll partner with CSMs on process while they own customer relationships.

Your Key Responsibilities
  • Build the CS Operating Model: Maintain lifecycle stages, onboarding handoffs, account segmentation and clear ownership across the customer team.

  • Make Health Signals Useful: Combine usage and relationship data into practical dashboards, review cadences and alerts that lead to action.

  • Improve Health Reporting: Keep account signals understandable and tied to action.

  • Scale Customer Programs: Build repeatable workflows for onboarding milestones, adoption follow-up, business reviews and renewal-risk escalation.

  • Measure the Lifecycle: Report onboarding progress, adoption and retention consistently.

What We're Looking For
  • Operational Experience: You've improved customer success or other customer-facing processes.

  • Data Judgment: You distinguish a useful account signal from a misleading score.

  • Systems Fluency: You can build workflows and troubleshoot data issues.

  • Practical Design: You create processes a busy CSM can actually use.

  • Operational and Analytical Fluency: You can define a useful metric, investigate data quality and turn a customer-process problem into a working change.

Nice to Have
  • Customer success platform experience

  • SQL or reporting skills

  • Experience with CRM or customer success platforms, lifecycle reporting and workflow automation

Full-Time Benefits
  • Health & Dental Insurance

  • Monthly Wellness Stipend

  • 401K Matching

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