Operations Associate, Customer Success

At SailPoint our Customer Success team is dedicated to ensuring customers realize maximum value from our products and services driving loyalty retention and long-term business outcomes.

The Operations Associate plays a key role in enabling this mission by supporting Customer Success and cross-functional teams through project management process optimization and data integrity initiatives. This role requires a detail-oriented analytical problem-solver who thrives in a fast-paced global environment. The ideal candidate brings a strong Customer Success background experience in churn forecasting and analysis and a track record of driving efficiencies through workflow automation and AI best practices.

This position reports to the Head of Global Customer Success Operations.

Key Responsibilities

• Partner with Customer Success leaders to design and implement process improvements that enhance customer and internal team outcomes.
• Maintain and ensure accuracy of project customer and contract data across online systems.
• Build and maintain reports and dashboards in Excel Tableau and other data platforms.
• Safeguard data integrity through effective processes governance and clear communication.
• Collaborate with project management finance and contracts teams to ensure timely accurate customer data updates.
• Support development and rollout of new processes tools and automation initiatives.
• Train internal stakeholders on systems tools and processes; provide troubleshooting support as needed.
• Assist in contract management and related operational tasks.

Qualifications

• Strong design-thinking mindset (human-centered iterative collaborative solution-oriented).
• Proficiency with Microsoft Excel and Salesforce.
• Exposure to Gainsight and/or other customer success platforms
• Experience with project management tools (Asana Smartsheet or similar).
• Familiarity with Tableau or other business intelligence platforms (preferred).
• Strong written and verbal communication skills; comfortable working with global leadership teams.
• Highly organized with the ability to manage and prioritize multiple projects simultaneously.
• Curious eager to learn and proactive in identifying opportunities for improvement.
• Self-motivated with a strong work ethic and ownership mentality.

Benefits and Compensation listed vary based on the location of your employment and the nature of your employment with SailPoint.

As a part of the total compensation package this role may be eligible for the SailPoint Corporate Bonus Plan or a role-specific commission along with potential eligibility for equity participation. SailPoint maintains broad salary ranges for its roles to account for variations in knowledge skills experience market conditions and locations as well as reflect SailPoints differing products industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. We estimate the base salary for US-based employees will be in this range from (min-mid-max USD):

Base salaries for employees based in other locations are competitive for the employees home location.

Benefits Overview

1. Health and wellness coverage: Medical dental and vision insurance

2. Disability coverage: Short-term and long-term disability

3. Life protection: Life insurance and Accidental Death & Dismemberment (AD&D)

4. Additional life coverage options: Supplemental life insurance for employees spouses and children

5. Flexible spending accounts for health care and dependent care; limited purpose flexible spending account

6. Financial security: 401(k) Savings and Investment Plan with company matching

7. Time off benefits: Flexible vacation policy

8. Holidays: 8 paid holidays annually

9. Sick leave

10. Parental support: Paid parental leave

11. Employee Assistance Program (EAP) and Care Counselors

12. Voluntary benefits: Legal Assistance Critical Illness Accident Hospital Indemnity and Pet Insurance options

13. Health Savings Account (HSA) with employer contribution

SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or any other category protected by applicable law.

Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact or mail to 11120 Four Points Dr Suite 100 Austin TX 78726 to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.