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Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success (CS), and Financial Management (FM) solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with presence around the world, Certinia is backed by Haveli Investments, TA Associates, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com .
T HE ROLE
We are seeking a highly motivated Post-Sales Operations professional to join the Customer Operations team. The role will have a focus on long-term strategic projects, innovation leveraging AI, and management of critical technology needed for Customer Operations (CO). This is a great opportunity to gain a broad perspective and have a direct impact on the company's growth. The ideal candidate is self-motivated, detail oriented, and passionate about helping sales and partner teams execute and succeed.
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Harrogate, GBR
Harrogate, GBR
, USA
, USA
, USA
, USA
, USA
, GBR
8+ years of experience in Revenue/Customer Operations, Sales Operations, or a similar operations role, ideally supporting Customer Success or Customer Experience functions in a B2B SaaS environment.
Hands-on administration experience with Salesforce (or a comparable CRM), including object/field configuration, workflow automation, and report/dashboard building — direct admin experience strongly preferred over end-user experience only.
Proficiency with data analysis and reporting tools (Excel/Google Sheets at an advanced level; SQL or BI tools like Tableau/Looker a plus) to manipulate, analyze, and visualize customer data.
Experience working within or supporting a customer health scoring or churn risk model, understanding how signals (usage, support volume, sentiment, renewal data) feed into predictive or risk-based frameworks.
Familiarity with CS/CX platforms and adjacent tools (e.g., Gainsight, Totango, ChurnZero, Salesforce Experience Cloud, survey/NPS tools) — direct experience with one or more is a strong plus.
Working knowledge of AI-enabled operations tools (AI-assisted reporting, chatbots, agent-based tools) and comfort evaluating or piloting new technology as part of the stack.
Strong process orientation — demonstrated ability to document workflows, identify inefficiencies, and translate operational strategy into scalable, repeatable process design.
Excellent cross-functional communication skills, with experience partnering across CS, CX, Sales, IT, and RevOps stakeholders to align tooling and process decisions.
Detail-oriented and self-directed, comfortable managing multiple concurrent projects in a fast-paced, evolving environment where processes and systems are still being formalized.
Demonstrated ability with project management of technology suites being self implemented and maintained within the business
Ability to work cross-functionally, with multiple teams and stakeholders
Ability to thrive in high-intensity, rapidly changing environment, and to successfully manage multiple projects simultaneously with a sense of urgency
Must be results oriented and able to move forward in a sometimes ambiguous environment
BS/BA required
CS Platform Admin (CS Cloud, Gainsight, Totango)
SalesForce certifications
CS Certifications
Claude AI experience
Google Gemini and Gem experience
Certinia provides Salesforce-native professional-services automation, financial-management, and customer-success solutions for services organizations.
Visit company websiteJobs and hiring trendsFull-time
Senior · 8+ years experience
Remote
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