Client Success Operations Manager (RevOps/HubsSpot Automation)

Do you believe the best operations work is invisible but powerful The kind that protects revenue, prevents churn before it happens, and gives frontline teams the clarity and confidence to perform at their best

At ClearDesk, you can work from home, build systems that scale globally, and directly influence how we grow and retain both clients and talent.

Our Story Starts with People Like You

The two founders, best friends, were running businesses that needed great talent fast. So, they started building remote teams across countries like the Philippines, Colombia, and India. Not only did it work, it thrived. They realized that talent isn't limited by geography. With today's technology and high-speed internet, we're able to build high-performing global teams that support businesses across the U.S. So ClearDesk was born.

Today, ClearDesk helps U.S. businesses grow by building world-class remote teams. We don't just connect talent; we manage the entire experience, from recruiting to retention. And while we help clients thrive, we also stay deeply committed to helping our remote team members build real, lasting careers that support their lives and their families.

That's where you come in.

The Role: Client Success Operations Manager

Imagine starting your day by opening dashboards that tell the real story of the business. You see early signals of churn risk. You notice a capacity bottleneck forming next month. You spot inconsistent data that could mislead a forecast. And before anyone else even feels the friction, you are already designing the fix.

You are not here to coach Client Success Managers. You are not here to define company strategy. You are here to build the operational backbone that allows both Client Success and Talent Success to execute flawlessly.

In this role, you will support the entire Customer and Talent Success organization. You will report to the Head of Client Success while working closely with the CS Team Lead and Talent Operations Manager. You will connect systems, protect data integrity, build workflows, and help leadership make smarter decisions using clean, reliable insights.

Your work will directly impact retention, lifetime value, capacity planning, and revenue protection.

What Your Days Might Look Like:

• Start your morning reviewing dashboards, flagging at-risk accounts, data inconsistencies, or capacity gaps before they become real problems
• Audit and improve HubSpot workflows, sequences, tickets, and task automation
• Troubleshoot integration issues across HubSpot, Zoho, Maxio, Zapier, ATS platforms, and other tools to maintain a single source of truth
• Pull raw exports into Google Sheets to analyze trends in NRR, GRR, LTV, ARR, and MRR
• Build segmented forecasts to support hiring plans and revenue goals
• Update system assignments when team members are hired, offboarded, or transferred
• Conduct recurring audits to ensure match success metrics, churn reasons, and productivity reports remain accurate
• Redesign ticketing processes to better track interventions and save rates
• Create documentation and SOPs when new processes roll out so adoption is structured and intentional
• Host short enablement sessions to empower managers to use reports effectively
• Run monthly churn analysis to uncover patterns and drive continuous improvement

Who We Think Will Thrive in This Role:

• The HubSpot Whisperer: You bring 3-5 years experience in Customer Success Operations or Revenue Operations capacity. You are fluent in CRM workflows, custom objects, and reporting. You know that clean data is the lifeblood of a scaling business. Bonus points for Hubspot certifications.
• The System Thinker: You don't just solve problems; you build systems so the problem never happens again. If you have to do a manual task three times, your instinct is to automate it.
• The Switzerland of Data: You can remain objective while supporting two different teams. You understand that the Client Success team needs renewal data and the Talent Success team needs performance data—and you know how to marry those two worlds together.
• The Commercial Operator: You understand that Operations isn't just about spreadsheets; it's about Revenue protection. You can look at a dataset and immediately spot where we are losing money (churn) or missing opportunities (upsells).
• The Scaler: You aren't intimidated by volume. You are comfortable managing data for 900+ remote team members and understand that what works for 50 clients breaks at 500—and you enjoy building the bridge to get us there.

Requirements:

• You are highly proficient in HubSpot and understand workflows, reporting, and field architecture
• You are advanced in Google Sheets and comfortable combining datasets, building pivot tables, and creating board-ready visuals
• You understand recurring revenue metrics and can translate numbers into business insights
• You think in systems. If you do something manually three times, you automate it the fourth
• You are objective and comfortable supporting multiple teams with different data needs
• You enjoy building for scale and understand that what works at 50 clients breaks at 500
• You are willing to work in a US time zone schedule.
• You can secure the required technical setup, including:
• At least a 720p HD webcam
• A noise-canceling headset
• A primary internet connection of at least 25 Mbps
• A backup laptop, backup internet device, and backup power source
• A main computer with at least Intel Core i5 (or equivalent) and 8 GB RAM
• A backup computer with at least Intel Core i3 and 4 GB RAM

Why ClearDesk

Because we believe work should be meaningful, even from home.

At ClearDesk, you'll work with clients who respect your time and value your skills. You'll join a remote-first team that genuinely supports you, and you'll see the impact of your work in real, tangible ways that matter to the people you work with.

We don't just want you to do your job. We want you to grow with us, stay with us, and feel proud of the difference you're making.

Here's what you can expect from us:

• We pay you fairly and on time
• We provide prepaid HMO coverage for your peace of mind
• We help you grow with tools, training, and honest feedback
• We celebrate your wins
• And above all, we actually care

Ready to be part of something that matters

Apply now and start your journey with ClearDesk.

Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com).

Disclaimer: Candidates who apply for this position may be re-profiled to similar roles depending on their qualifications, experience, and current market demand.