Sr Manager, Customer Success Operations

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About NetDocuments

At NetDocuments, we're shaping the future of legal work. We believe legal professionals should spend less time searching for information and managing documents, and more time solving complex problems, serving clients, and delivering meaningful outcomes. That's why we're building technology that helps organizations work smarter, collaborate more effectively, and unlock the full value of their institutional knowledge.

Our team is redefining what's possible for legal technology. NetDocuments is the trusted intelligent document management platform for legal professionals and the company behind the industry's first and only legal context graph—a breakthrough that gives legal professionals and AI a richer understanding of how matters, documents, people, and knowledge connect across an organization while respecting enterprise-grade security, governance, permissions, and ethical walls.

Innovation is only part of our story. We believe our greatest strength is our people. We foster a collaborative, inclusive, and high-performing culture where curiosity is encouraged, diverse perspectives are valued, and employees are empowered to make a meaningful impact. Whether you're building products, serving customers, or supporting the business, your work helps shape the future of one of the world's most trusted legal technology platforms.

That commitment to our employees and customers has earned us recognition as one of the nation's top workplaces, including:

Four consecutive appearances on the Inc. 5000 list of America's Fastest-Growing Private Companies

Five-time Top Workplace USA winner

Five-time Salt Lake Tribune Top Workplace

Multiple Top Workplaces Culture Excellence awards recognizing innovation, employee appreciation, work-life flexibility, and compensation & benefits

If you're excited to solve meaningful challenges, work alongside talented colleagues, and help define the next generation of legal technology, we'd love to meet you.

What You’ll Do

NetDocuments is seeking a Senior Manager of Customer Success Operations to serve as the commercial and analytical engine behind our Customer Success organization. This is not a backward-looking reporting function. This leader is maniacal about moving Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewal rates, NPS, and product adoption in the right direction — in real time — rather than simply summarizing how we ended up after the fact. You will build the systems, models, and insights that tell us exactly where we are winning, where we are at risk, and precisely what action to take next.

You will be a right hand to both the Chief Customer Officer and the VP of Customer Success, translating complex account, usage, and revenue data from Gainsight, Salesforce, and Power BI — accelerated by AI tools like Claude — into clear, concise, decision-ready narratives for the C-suite. This role reports directly to the Chief Customer Officer and works in lockstep with the VP of Customer Success on strategy and execution.

Commercial Performance & Retention Ownership

Own the end-to-end analytics and insight engine behind GRR, NRR, renewal rates, NPS, and adoption — driving proactive intervention, not after-the-fact reporting

Build predictive, leading-indicator models (usage decay, health score erosion, engagement drop-off) that flag revenue risk and expansion opportunity before they surface in a QBR

Partner closely with the VP of Customer Success to set commercial targets by segment and translate them into weekly and monthly operating cadences that hold the CS org accountable to outcomes, not activity

Identify and quantify the highest-leverage interventions to move GRR, NRR, and renewal rate, and drive the organization to execute on them with urgency

Systems, Data & Analytics Infrastructure

Serve as the primary architect and owner of the CS data stack — Gainsight, Salesforce, and Power BI — ensuring health scores, journeys, and reporting are built on clean, trusted, unified data

Design and maintain executive dashboards and self-service reporting that give leadership real-time visibility into retention, risk, and revenue-in-motion

Use Claude and other AI tools to aggregate, summarize, and surface insight from account, usage, and sentiment data at a speed and scale manual analysis can’t match

Continuously evaluate and evolve the CS systems and tooling roadmap, building the business case for new capabilities that improve commercial outcomes

Executive Reporting & Insight-to-Action

Own the executive reporting cadence for Customer Success — distilling GRR, NRR, renewal rate, NPS, and adoption performance into clear, concise narratives for the CCO and C-suite

Translate data into a point of view: what’s happening, why it’s happening, and what we should do about it — every report ends in a recommendation, not just a chart

Prepare board- and leadership-ready materials, QBR/EBR analytics, and ad hoc analyses that hold up under executive scrutiny

Act as a thought partner to the Chief Customer Officer and VP of Customer Success, pressure-testing strategy with data and surfacing blind spots before they become problems

Forecasting, Renewals & Revenue Alignment

Build and continuously refine renewal and retention forecasting models in partnership with the Renewals and Finance teams

Operationalize expansion, cross-sell, and upsell signals from Gainsight and Salesforce data, routing them to the right owner with urgency

Partner with Sales, Renewals, and Finance to reconcile CS-owned metrics with company-level ARR, churn, and revenue targets

AI & Automation Enablement

Champion the use of AI (Claude and other tools) across the CS organization to accelerate account research, automate reporting, and free CSMs to focus on high-value customer work

Identify where automation and AI can replace manual, backward-looking reporting work with proactive, insight-driven workflows

Partner with Marketing, Product, and Enablement on Voice-of-Customer and NPS/CSAT programs, ensuring feedback loops translate into measurable action rather than static dashboards

Cross-Functional Leadership

Serve as the connective tissue between Customer Success, Renewals, Sales, Finance, and Product on all things data, metrics, and commercial performance

Build and mentor a small, high-caliber team of analysts and/or systems specialists as the function scales

Represent Customer Success in cross-functional forums where data-driven decisions about the installed base are made

What You’ll Need to be Successful

7+ years of experience in Customer Success Operations, Revenue Operations, Business Operations, or a related analytics/commercial function within a B2B SaaS company

Demonstrated track record of using data to directly move the needle on GRR, NRR, renewal rates, NPS, or adoption — not just reporting on them after the fact

Deep, hands-on fluency with Gainsight (health scoring, journey orchestration, reporting) and Salesforce (opportunity, renewal, and reporting workflows)

Advanced proficiency in Power BI (or an equivalent BI tool) — able to build models and dashboards independently, not just consume them

Experience using AI tools (Claude, ChatGPT, or similar) to aggregate, analyze, and accelerate insight generation from customer data

Executive presence and communication skills — able to distill complex data into clear, concise points of view for a VP and C-suite audience, verbally and in writing

A genuinely commercial mindset — driven by