Client Success Operations Manager (RevOps/HubsSpot Automation)

✨ What you’ll be working on

If you’re the kind of person who notices broken workflows before anyone else does, gets irrationally happy when a messy spreadsheet finally makes sense, and believes a good automation can save a whole team from chaos, this role at ClearDesk might be a strong fit.

ClearDesk is hiring a Client Success Operations Manager to support its Client Success and Talent Success teams from behind the scenes. This is not a client-facing account management role. It’s an operations-heavy role built around HubSpot, reporting, workflow automation, churn prevention, forecasting, and data quality.

In simple terms, you’ll be the person making sure the systems behind customer success actually work. You’ll help leadership see what’s happening early, give teams better reporting, fix process gaps before they turn into revenue problems, and build cleaner operations as the company scales.

If you like being the person who keeps the machine running smoothly and you’d rather fix the system than keep patching the same problem over and over this one is worth a look.

About ClearDesk

ClearDesk was built around a simple idea: great talent isn’t limited by geography.

The founders started by building remote teams for their own businesses across countries like the Philippines, Colombia, and India. Once they saw how well global remote teams could work, they turned that experience into ClearDesk.

Today, ClearDesk helps U.S. businesses build and manage remote teams while also creating long-term work opportunities for professionals across different countries. The company supports clients through the full journey, from recruiting to retention, while trying to create stable and meaningful remote careers for its team members.

What this role is about

This role sits at the operational center of Client Success and Talent Success.

You won’t be coaching client success managers or setting company-wide strategy. Instead, you’ll be building the systems, reports, workflows, and automations that help those teams do their jobs better.

That means looking at dashboards, spotting churn risks early, cleaning up messy data, improving HubSpot workflows, fixing integration issues, supporting forecasts, and helping leadership make decisions based on reliable numbers instead of guesswork.

Your work will directly affect:

• client retention
• revenue protection
• capacity planning
• forecasting accuracy
• overall operational efficiency

What you’ll be working on

Your day-to-day work may include:

• Reviewing dashboards and flagging churn risks, data inconsistencies, or capacity gaps
• Auditing and improving HubSpot workflows, tickets, sequences, and task automations
• Troubleshooting system issues across HubSpot, Zoho, Maxio, Zapier, ATS platforms, and other tools
• Pulling raw exports into Google Sheets to analyze business trends
• Tracking metrics like:
  • NRR
  • GRR
  • LTV
  • ARR
  • MRR
• Building forecasts to support hiring plans and revenue goals
• Updating system assignments when team members join, move teams, or leave
• Running recurring audits to keep match success metrics, churn reasons, and productivity reporting accurate
• Improving ticketing workflows so interventions and save attempts are tracked properly
• Creating SOPs and documentation when new processes roll out
• Running short enablement sessions so managers know how to use reports and dashboards effectively
• Conducting monthly churn analysis to find patterns and improvement opportunities

What they’re looking for

This role is a good fit for someone who likes clean systems, structured data, and fixing root problems instead of firefighting all day. You should be comfortable supporting multiple teams, working with revenue metrics, and turning messy operational data into something leadership can actually use.

Required skills and experience

• 3 to 5 years of experience in Customer Success Operations, Revenue Operations, or a similar ops-focused role
• Strong working knowledge of HubSpot, especially workflows, reporting, and field setup / architecture
• Strong skills in Google Sheets, including:
  • combining datasets
  • building pivot tables
  • creating leadership-ready visuals
• Understanding of recurring revenue metrics and how to turn them into business insights
• Ability to think in systems and automate repetitive work
• Comfort supporting multiple teams with different reporting and data needs
• Ability to work in a high-volume environment and build for scale
• Willingness to work in a US time zone

Nice to have

• HubSpot certifications
• Experience with tools like Zoho, Maxio, Zapier, and ATS platforms
• Experience working in fast-scaling remote teams

Who should apply?

You should seriously consider this role if:

• You already work in Customer Success Operations, RevOps, or CRM operations
• You’re the person people call when HubSpot workflows break or reporting gets messy
• You like turning manual work into automations
• You’re comfortable looking at churn, retention, or revenue data and spotting what needs attention
• You enjoy building systems that help multiple teams work better
• You prefer solving root-cause problems instead of just reacting to day-to-day issues
• You’re okay working in a US shift / US time zone schedule

Technical setup requirements

Because this is a remote role, ClearDesk expects candidates to have a stable work-from-home setup.

You’ll need:

• At least a 720p HD webcam
• A noise-canceling headset
• A primary internet connection with at least 25 Mbps speed
• A backup laptop
• A backup internet device
• A backup power source
• A main computer with at least Intel Core i5 (or equivalent) and 8 GB RAM
• A backup computer with at least Intel Core i3 and 4 GB RAM

Why this role stands out

A lot of operations roles say things like “support cross-functional teams” or “drive process efficiency,” but the actual work ends up being vague admin tasks and cleanup work with no real ownership.

This one feels more meaningful than that.

You’d be working directly on the systems that influence retention, forecasting, churn visibility, reporting quality, and revenue protection. So if you like operations work that actually changes how a business runs not just how it reports this role looks stronger than the average RevOps-style posting.

What ClearDesk says you’ll get

Benefits and perks mentioned by the company

• Fair and timely pay
• Prepaid HMO coverage
• Tools, training, and feedback to support growth
• A team culture that celebrates wins
• A remote-first work setup
• A company culture focused on long-term growth, not just short-term output

A quick note before applying

ClearDesk says it does not ask candidates for any payment or fees during the hiring process. If anyone asks you to pay for anything, treat it as suspicious and report it.

The company also says official hiring communication should only come from email addresses ending in:

• @cleardesk.com
• @cleardeskteam.com

Apply for this remote Client Success Operations role

If this sounds like your kind of role, apply through ClearDesk’s official careers page.

Before applying, make sure your resume clearly shows:

• HubSpot / CRM operations experience
• Any work related to automation, churn reporting, forecasting, or revenue operations
• Experience with Google Sheets, dashboards, reporting, or cross-functional ops support
• Your comfort working in a remote, US time zone setup