Customer Success Operations Manager-Banking and Financial

We’re looking for a highly organized, detail-oriented qualified to support the Identity Customer Success team, focusing on reporting, process improvement, and change management.

Contract: 6 months, with potential extension based on performance and budget

What you’ll do:
Support a team of 12 Customer Success Managers with reporting and operational coordination.
Build and maintain reports, dashboards, and customer/contract trackers in Salesforce and/or Gainsight.
Improve data quality and workflows across onboarding, renewals, billing issues, and customer communications.
Coordinate cross-functional initiatives, track milestones, and communicate risks.
Support change management through training, process communications, and adoption tracking.
Create playbooks, standard operating procedures, and KPI updates for leadership.

What we’re looking for:




Experience in Customer Success Operations, Revenue Operations, Sales Operations, or program management.
Hands-on knowledge of Salesforce and/or Gainsight, including reporting, dashboards, and operational workflows.
Solid analytical, organizational, and stakeholder communication skills.
Experience improving processes and coordinating work across multiple teams.
SaaS experience and familiarity with renewals, contracts, and subscription billing are preferred.
Proficiency in Excel or Google Sheets for data analysis and operational tracking is an asset.

Vancouver-based candidates are preferred. Strong candidates elsewhere in Canada may be considered for work from home. No travel or overtime is expected.

📌 Customer Success Operations Manager Vancouver (Canada)
🏢 Strategic Resources International
📍 Canada