Customer Success Operations

Federato

Job Overview

Location

Remote

Employment Type

Full-time

Work Arrangement

Remote

Sector

Information Technology & Software

Experience Level

Senior (5-8 years)

Application Deadline

February 24, 2026

About the Company

Federato is on a mission to defend the right to efficient, equitable insurance for all. They enable insurers to provide affordable coverage to people and organizations facing modern challenges like the climate crisis, cyber-attacks, and social inflation. Their vision is well-funded by investors behind successful companies like Salesforce, Veeva, Zoom, and Box.

Federato stands out as the only AI-native platform that covers the entire policy lifecycle, fundamentally transforming how insurance work is executed. It integrates superior decision-making, ensuring that insurers' unique portfolio goals, strategies, rules, and risk appetite are embedded directly into the workflow. This empowers underwriters to secure the right deals more quickly. From the initial submission, AI streamlines the process by triaging business with a focus on high-appetite opportunities, providing real-time portfolio feedback, and consolidating workflows into a single, proven system. Federato is committed to driving better business outcomes for its clients.

The company fosters a dynamic culture where speed, user-centricity, and a first-principles approach to problem-solving are highly valued. They emphasize continuous learning and adaptability, encouraging team members to evolve their perspectives. Above all, Federato believes in creating an enjoyable work environment, recognizing that their ability to make an impact begins with their people. They are also an equal-opportunity employer, valuing diversity and providing reasonable accommodations for individuals with disabilities.

Job Description

This role at Federato offers a unique opportunity to shape the future of customer success operations within a pioneering AI-native insurance platform. You will be instrumental in designing, implementing, and scaling the entire post-sales customer journey, ensuring our clients achieve maximum value from our innovative solutions.

As a key member of our team, you will take ownership of critical Customer Success systems and data infrastructure, primarily leveraging Salesforce to maintain clean, accurate, and actionable insights. Your expertise will drive the definition, measurement, and reporting of customer value, translating complex data into clear business outcomes, usage metrics, and health scores. This position is perfect for a strategic thinker who is also a hands-on executor, eager to build robust processes from the ground up and continuously iterate as Federato expands its reach.

To apply for this role, click the Apply button on this page and follow the instructions.

Required Skills

Revenue OperationsCustomer Success OperationsSales OperationsSalesforceData AnalysisReportingDashboardsData ModelingCross-functional CollaborationCustomer Health TrackingAdoption MetricsRetention MetricsExpansion MetricsProcess ImprovementStrategic ThinkingCommunication Skills

Key Responsibilities

  • Partner closely with Customer Success leadership to design, operationalize, and scale the post-sales customer lifecycle, including onboarding, adoption, value realization, renewals, and expansion
  • Own Customer Success systems and data infrastructure (Salesforce-centric), ensuring clean, accurate, and actionable data across accounts, users, and personas
  • Define, measure, and report on customer value, including customer-specific business outcomes, usage metrics, and health scoring
  • Build and maintain dashboards, reporting, and operational insights to support retention, expansion, and churn risk identification
  • Operationalize usage and adoption tracking by user persona, identifying opportunities to increase engagement and product stickiness
  • Partner with Sales, Product, and Finance to align on expansion, upsell, and renewal motions, ensuring seamless handoffs and clear ownership
  • Identify gaps, inefficiencies, and scaling challenges in CS processes, and lead initiatives to improve tooling, workflows, and automation
  • Serve as a strategic thought partner to CS leaders, helping translate strategy into execution through data, process, and systems

Qualifications

  • 6-10+ years of experience in Revenue Operations, Customer Success Operations, Sales Operations, or a related operational role, with direct ownership of post-sales motions
  • Deep experience with Salesforce, including reporting, dashboards, data models, and cross-functional workflows (CS-specific tooling a plus)
  • Strong analytical mindset with the ability to turn complex data into clear insights and recommendations
  • Proven experience defining and tracking customer health, adoption, retention, and expansion metrics
  • Comfort operating cross-functionally with Customer Success, Sales, Product, Finance, and Engineering
  • Highly organized, detail-oriented, and process-driven, with the ability to manage multiple initiatives in a fast-paced environment
  • Both a strategic thinker and hands-on executor, comfortable building from scratch and iterating as the business scales
  • Excellent communication skills and the ability to influence without authority
  • Technology-savvy, curious, and motivated by solving “people problems” through better systems and data

How to Apply

https://job-boards.greenhouse.io/federato/jobs/5109700008

Posted Date

February 9, 2026