• Operationalize provisioning and onboarding with measurable queue health, aging, bottlenecks, and clear handoffs. 

• Implement renewal readiness triggers (renewal windows, required fields, and lifecycle reporting that supports predictability). 

Phase 2: Turn signals into action and scale the operating model 

• Deliver dashboards and operational analytics that teams actually use to drive action (not just reporting). 

• Identify trends, risks, and opportunities across the journey and translate them into clear operational changes. 

• Enable scalable playbooks by working with domain owners to align on motions, required artifacts, and measurable outcomes  

• Continuously improve workflows, automation, data quality controls, and documentation as Keepit scales. 

Outcomes we are after 

• A trusted 360 view that is available on demand, not after days of manual effort. 

• Clear, measurable customer states with timestamped signals behind them. 

• Provisioning and onboarding that is visible, managed, and improving (lower aging, fewer handoff failures, clearer ownership). 

• Better renewal predictability through clean signals, clean definitions, and enforced required fields. 

• Cross-functional alignment because teams are operating from the same definitions and the same data truth. 
  

Who you are 

You see messy systems and fragmented data and think: “I can make sense of this.” You don’t just organize data. You understand how it connects to business outcomes and operational execution. 

You’re energized by building something new, comfortable navigating ambiguity, and motivated by shipping practical improvements quickly. You have the backbone to push for definition discipline and the pragmatism to iterate toward better. 

Your Experience and skills 

• Strong hands-on experience with Salesforce and adjacent operational platforms (e.g., DealHub, HubSpot, Jira, or similar) and how data flows between them. 

• Demonstrated ability to consolidate, clean, validate, and govern data across multiple sources. 

• Experience building dashboards, reporting, and operational analytics that drive decisions and action. 

• Ability to identify inconsistencies, diagnose root causes, and implement scalable fixes. 

• Solid understanding of customer-facing and revenue motions (renewals, onboarding, handoffs, customer journey). 

• Strong communication skills, with the ability to translate complex operational/data issues into clear actions and decisions. 
  
  Nice to have: 

• Familiarity with support tooling and processes (e.g., Freshdesk) and platform telemetry concepts. 

• SQL and/or scripting for data manipulation. 

• Experience with BI tooling (Tableau, Power BI, Looker). 

• Experience helping build a new function from the ground up. 

• AI fluency as a working advantage (using AI tools to accelerate analysis, automation, and documentation). 

Why Join Keepit for This Role 

• Be a founder, not a follower. You’re not joining a mature team — you’re building one. Your ideas, your approach, and your standards will define how Customer Success Operations works at Keepit. 

• Real impact from day one. The work you do will directly influence how the entire organization understands its customers and makes decisions. 

• The data is there — it just needs you. We’re not asking you to guess whether the data exists. We’ve proven it does. We need someone with the skill and determination to bring it all together. 

• A company that values smart work. We believe in using the best tools — including AI — to work faster and smarter. You’ll be encouraged to innovate and experiment. 

• Work with great people across the business. You’ll collaborate with Customer Success, Sales, RevOps, Finance, and technical teams who are all invested in your success. 

Ready to build something meaningful? 

If this sounds like the challenge you’ve been looking for, we’d love to hear from you. 

Apply now and help us build the data foundation that powers Keepit’s next chapter.