Customer Success and Automation Lead
Madfish
We are hiring a Customer Success & Automation Lead for one of our U.S.-based clients in the e-commerce and influencer marketing industry. This company is rapidly scaling, and the CS team is transitioning from a fully manual support model to a hybrid product–automation, operations system.
Your mission is to work as a strategic partner to the VP of Customer Success: you will design internal workflows, automate operational processes, improve efficiency, and oversee the work of Customer Success Associates who will execute the workflows you create.
This is not a typical Customer Success role. This is a systems, automation, and team-leadership position, combining operational excellence with customer-centric thinking.
If you excel at building structured processes, leveraging AI/automation tools, and guiding junior team members, this role is for you.
Key Responsibilities
- Audit existing Customer Success workflows and identify opportunities for automation, efficiency, and system upgrades.
- Build automated processes using Airtable, Make, HubSpot, and other tools to replace manual work and streamline CS operations.
- Design and maintain internal operational systems (project management, CRM workflows, OKR tracking), ensuring they are scalable and easy to adopt across the team.
- Create clear documentation, SOPs, templates, and checklists that guide CS Associates in daily execution.
- Collaborate daily with Product Development, Creator Support, Billing, Fulfillment, and Marketing teams to keep workflows aligned and running smoothly.
- Act as a strategic thought partner to the VP of CS by evaluating bottlenecks, proposing automation plans, and supporting system-level improvements.
- Lead and support CS Associates: ensure workflow adherence, provide guidance on communication standards, and oversee progress through structured development plans.
- Support CSMs with escalations, campaign structure, and client communication templates (when needed), while focusing on improving and automating these processes long-term.
- Enhance reporting and operational visibility by optimizing templates, dashboards, and automated reporting structures.
- Willingness to complete the A-Players Startup Training Program as part of the onboarding and development process.
Requirements
- Minimum 2–3 years in Customer Success Operations, Support Operations, or similar workflow-heavy roles.
- Demonstrated experience building automations using tools such as Airtable, Make, Zapier, and HubSpot workflows.
- Proven record of process design, optimization, and documentation inside a fast-paced environment.
- Experience working with or supporting CS teams in tech, SaaS, or e-commerce.
- Experience in leadership or team oversight roles (formal or informal).
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Strong proficiency in English — C1 level spoken and written.
Soft Skills
- Systems thinker with the ability to zoom out and design end-to-end workflows.
- High ownership and autonomy — able to propose solutions, not just execute tasks.
- Strong communication, clarity, and ability to align multiple stakeholders.
- Problem-solving mindset and comfort working under fast-paced, dynamic conditions.
- Detail-oriented and structured — strong documentation discipline.
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Ability to coach and guide junior team members.
Bonus Skills
- Experience in influencer marketing, e-commerce operations, or EdTech.
- Familiarity with project management tools (ClickUp, Asana, Notion).
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Experience working closely with product/technical teams.
Why Join This Project
- Performance-Based Growth: Competitive salary with annual reviews tied to your impact.
- Supportive Environment: Work with a team that values your ideas and expertise.
- Generous Time Off: 20 paid vacation days + unlimited sick leave.
- Learning Opportunities: Join internal workshops and skill-building sessions.
- Exclusive Resources: Access our Internal Library and premium tools.
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Skill Development: Comprehensive training to grow both hard and soft skills.
Recruiting Flow
- Initial interview with the Team Lead.
- Take-home test assignment.
- In-depth interview with our CEO (optional).
- Offer.
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Reference check.
What Is the Startup Training Program?
Our training is a 2-week, hands-on onboarding phase designed to help you succeed from day one.
During this time, you’ll:
- Work on real tasks reflecting startup operations — lead research, outreach, and CRM tracking.
- Receive daily assignments via your personal task board and individual feedback.
- Learn A-Players' level standards for communication, organization, and client support.
- Develop your understanding of startup workflows, AI tools, and growth funnels.
- Gain mentorship from the A-Players' core team and connect with fellow Associates.
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Upon successful completion, you’ll receive a Certificate of Completion.
⭐️ The training is not a test — it’s your launchpad for mastering the skills needed to collaborate effectively with U.S. founders and fast-growing startups.
Note: Salary for this position depends on your experience and the results of the test assignment.