Customer Success Ops

Scores account health and proposes renewal/churn-save plays for CSMs to run.

Builds onboarding checklists and monitors early health to drive customer activation.

Prepares QBR materials and health snapshots so CSMs walk in review-ready.

Pull usage and support data via API, compute a health score, and write an account health file.

Generate a tailored customer onboarding checklist as a deliverable file with a summary.

Pull account metrics via API and assemble a QBR (quarterly business review) deck outline file.

Read account signals via API and compile a renewal/churn-save play for the CSM to execute.

Compute and report an account health snapshot.

Assemble a QBR outline and metrics for a named account.