
Customer Success Operations Specialist
- Remote
- Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia
- Customer Success
Job description
Oaky is growing into new segments and new markets. To scale well, we need clean data, healthy integrations, and simple workflows that deliver value across the entire customer lifecycle. You will build the SOPs, automations, and documentation that power our GTM engine, with a core focus on Customer Success processes.
Think Formula 1. The CS team is the car. You are the pit crew that keeps it fast and reliable from start to finish. Your work drives faster onboarding, stronger adoption, smart expansion, and smooth renewals.
You will partner daily with Marketing, RevOps, Sales, Product, and CS to make every customer moment simpler, faster, and more effective.
What you will do
Process excellence and scale
Map, document, and improve core CS and GTM processes. Remove waste before you automate.
Own SOPs, QA checks, and run monthly audits to remove wasteful processes. Publish changes and keep versions tidy.
Run projects to help customer onboarding scale.
Data and integrations
Keep Planhat clean. Set data standards, run audits, and fix at the source.
Monitor Oaky integration health. Trigger alerts on data drops and kick off outreach and fixes.
Automation and tooling
Build lifecycle automations in Planhat, Intercom, Salesforce, and Make or Zapier.
Use APIs where needed to sync data, create alerts, and auto-create tickets or tasks.
Lifecycle enablement
Support mass onboarding, segmentation, and code mapping when required. Standardise templates and checklists.
Run scaled motions like onboarding webinars, post-live sessions, and light in app guidance.
Knowledge and content ops
Turn repeated questions into help articles, step-by-step instructions, GIFs, and short videos.
Keep the help centre current and searchable. Track views, deflection, and gaps.
Analytics and reporting
Own simple dashboards for time to first value, monthly go lives, backlog burn down, integration uptime, CRM hygiene, and adoption.
Share a weekly update with wins, risks, and the next three fixes.
Specific tasks.
Churn ops. Delete future data, anonymise, close tasks, and log learnings.
Help centre content and short tutorials with Support.
Onboarding and post-live webinars.
Support segmentation and code mapping at scale.
Salesforce cleanup and outreach to hotels with operational tasks such as unmapped codes.
Job requirements
What you bring
A sharp eye for detail and a love of structure.
Strong organization and prioritization across many small projects.
Clear, simple writing and clean docs.
Experience with data entry or database work.
Working knowledge of Salesforce or similar CRM.
Basic automation skills with Make or Zapier. Comfortable reading API docs and JSON.
Bonus points
Tooling knowledge: Planhat Canva, Loom, Intercom
SaaS or CS ops experience
Light project management in a technical setting
Good sense for simple design in docs and tutorials
Key Skills required
Project and Program Management
Process Design and Documentation
Data and Systems Operations
Automation and Tooling
Communication, Training, and Content Design
Compensation and benefits
Learning and development budget
25 holidays
Laptop
Flexible work, including work from abroad
Open, international team with regular team days
Interview process
Round 1: Intro call with Hiring Manager, 15 minutes
Round 2: Hiring Manager interview, 30 to 45 minutes
Round 3: Assignment
Final round: Founder and HR, 30 to 45 minutes
How to apply
Send a short video pitch about you and why you fit this role along with your application.
Note: We do not work with recruitment agencies.
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