We are looking for an Executive Business Partner (EBP) to partner closely with the SVP of Customer Success and increase the operating effectiveness of both the executive and the broader Customer Success organization.
This is not a traditional Executive Assistant role.
The ideal person combines exceptional executive support with strong business acumen, analytical thinking, operational judgment, project management, and follow-through. You will help create leverage for the SVP of Customer Success by managing priorities, bringing structure to complex work, driving cross-functional initiatives forward, and helping turn business data into insights, decisions, and executive-level narratives.
You will sit alongside the SVP in key operating and forecasting conversations and develop a deep understanding of the health and performance of the Customer Success organization. You’ll understand not only what the numbers are, but what they mean, where they come from, how they connect, and what questions we should be asking because of them.
You should be equally comfortable managing a complex executive calendar, preparing for a leadership or board meeting, reviewing a renewal forecast, interrogating inconsistencies in business data, coordinating an offsite, building a project plan, or synthesizing information across multiple teams and systems into a clear executive narrative.
The goal of this role is to increase the leverage of the SVP of Customer Success while strengthening the operating rigor, business visibility, and accountability of the Customer Success organization.
What You’ll DoExecutive Partnership
- Manage and strategically prioritize the SVP of Customer Success’s calendar, meetings, and commitments.
- Ensure the SVP is prepared for key customer, executive, board, leadership, and cross-functional meetings with the appropriate context, data, materials, and outstanding decisions.
- Help prioritize incoming requests and determine what requires the SVP’s direct involvement versus what can be delegated or resolved elsewhere.
- Track decisions, commitments, and follow-ups to ensure important work does not stall.
- Coordinate travel, leadership meetings, team events, offsites, and other executive logistics as needed.
- Help organize and prepare executive communications, presentations, agendas, and internal updates.
Business Analytics & Executive Insights
- Participate in Customer Success forecasting, business reviews, and operating meetings alongside the SVP of Customer Success.
- Develop a strong understanding of the metrics that drive the Customer Success business, including retention, renewals, expansion, consumption, customer health, risk, capacity, and other key performance indicators.
- Understand where critical business data lives, how it is calculated, how different data sources connect, and where gaps or inconsistencies exist.
- Partner with CS functional leaders to ensure forecasts, metrics, and business updates are accurate, well-supported, and accompanied by meaningful insights.
- Ask the second- and third-level questions behind the data: Why did this change? What is driving it? Is this an isolated issue or a trend? What action should we take because of it?
- Identify inconsistencies, gaps, or unsupported assumptions in forecasts and operating metrics and work with the appropriate leaders to resolve them.
- Synthesize complex data and operational information into concise insights for the SVP of Customer Success and other executive audiences.
- Help translate detailed functional reporting into executive-level narratives focused on performance, drivers, risks, opportunities, and actions.
- Support preparation for executive leadership meetings, board meetings, quarterly business reviews, and strategic planning.
- Maintain continuity between reporting periods by tracking trends, prior commitments, forecast movement, and changes in key business drivers.
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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