Senior Associate Customer Success

11 hours ago


bangalore, India CleverTap Full time

About the Role:We are looking for a Customer Success & Partner Operations Specialist to join our growing team. This role sits at the intersection of Customer Success and Partnership functions, enabling leadership with accurate reporting, insights, and operational excellence. You will work closely with Customer Success Directors, CMs, Finance, and Partner teams to ensure smooth processes around churn management, data hygiene, reporting, partner commission management, and automation of manual workflows.What Will You Do:Customer Success OperationsTrack churn, downsell, and debooking actuals; reconcile forecast vs actuals, and resolve discrepanciesDrive data hygiene initiatives (ARR) validation, segment updates, churn reason mapping, etc.)Maintain and automate Customer Success dashboards, reports, OKR/ KPI tracking for leadership reviews, onboarding metrics, and baseline modificationsPartner with Customer Success Leadership for QBRs, All-Hands, and other strategic initiativesBuild and maintain customer health score dashboards, onboarding/ TAM views, and alerting systemsContribute to documentation and Customer Success-related projectsCollaborate with the Customer Success team on Variable Compensation Pay (VCP) data (attainment, quota reallocation, Book of Business).Partner OperationsManage new partner onboarding (agreements, signatures, sandbox setup)Maintain PartnerStack, Crossbeam, and AWS Marketplace listings; coordinate private offersTrack and automate partner data (commission %, churned partners)Create channel dashboards, Variable Compensation Pay (VCP) attainment reports, and quarterly billing reports for FinanceCollaborate with Channels team on VCP data (attainment, commissions %, Managed Services Pay margin %)What Are We Looking For?A detail-oriented and proactive individual who thrives in operations, loves solving data/reporting challenges, and can collaborate effectively across Customer Success, Finance, and Partner teams.Must Have3-4 years of experience in Sales/Customer Success/Partner/Revenue Operations or related rolesStrong working knowledge of Salesforce, Spreadsheets, and reporting toolsAbility to manage large data sets, resolve discrepancies, and ensure data accuracyStrong coordination and stakeholder management skillsExcellent communication skills (written and verbal)Good to HaveExposure to PartnerStack, AWS Marketplace, or similar toolsUnderstanding of SaaS metrics like Annual Recurring Revenue, Churn, Book of Business (BoB), and Variable Compensation Pay (VCP) managementExperience automating manual processes and setting up dashboards/alertsMeasures of SuccessAccuracy and timeliness of churn/downsizing reporting and reconciliationData hygiene and improved reliability of Customer Success dashboards and KPIsSmooth partner commission process with minimal escalationsEffective execution of quarterly Customer Success and Partner reporting deliverablesContribution to automation projects that reduce manual effortWho Will You Report To: Associate Director OpsWhy join us?Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.You are passionate about technology and its impact on the high-growth mobile technology spacePower personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.Flourish in an Environment that Nurtures Growth and CuriosityLearn MoreGet to know us better before you applyCheck out our product documentation, blog, and customer stories to see how we work and what we value.Clever.AI BlogsRedefining Customer Engagement in the AI EraTesseractDBCleverTap Product DemoAbout CleverTap:CleverTap is the leading all-in-one customer engagement platform, trusted by over 2,000 global brands—including marquee Fortune 500 companies —to deliver personalized experiences at scale. Recognized as a leader in customer engagement by Forrester and Gartner, and ranked among G2's Top 10 Best Software Companies in India, we empower brands to build long-lasting customer relationships.At the forefront of our innovation is Clever.AI, driving the next wave of AI-powered engagement. With Clever.AI, brands can stay ahead in a rapidly evolving market, creating deeper connections that spark loyalty and growth. Underpinning is TesseractDB, our purpose-built, 11-patent data platform designed for speed and cost efficiency in customer engagement.Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap is headquartered in San Francisco, with offices in Seattle, Toronto, Vancouver, London, São Paulo, Bogota, Mexico, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Gurgaon, Singapore, Ho Chi Minh City, Manila, and Jakarta.For more information, visit or follow us on Linkedin and X.Join us in shaping the future of engagement.CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace



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