Hhaexchange

Customer Operations System Manager

United States

110k - 125k USD

Hybrid

Full Time

#Administration

#Business Operations

#Gainsight

#Pendo

#Salesforce

#Marketing Automation

#BI Tools

#SQL

#HTML CSS

#Project Management

#Customer Success

Hhaexchange is looking for a Customer Operations System Manager

Full Time Senior Hybrid United States Administration Business Operations Gainsight Pendo Salesforce Marketing Automation BI Tools SQL HTML CSS Project Management Customer Success English 401k Paid time off Medical insurance Hybrid work

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

As our Customer Operations Systems Manager, you will own the end-to-end configuration, optimization, and ongoing management of Gainsight CS, Gainsight PX, and Pendo. You will be the expert for these tools and collaborate cross-functionally with Customer Success, Customer Experience, Product, Marketing, RevOps, and IT to translate customer and digital engagement strategies into actionable workflows, dashboards, and automated programs. In this role, you will ensure these systems are fully leveraged to support team objectives and drive efficiency, while continuously identifying opportunities to improve adoption and integration across the customer operations ecosystem.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Job Duties

Platform Configuration & Administration (CS + PX + Pendo)

Configure and maintain Gainsight CS: dashboards, reports, health scoring, CTAs, playbooks, and end-to-end workflows.

Administer Gainsight PX and/or Pendo: set up user tracking, page tagging, event segmentation, digital engagements (in-app messages, walkthroughs), build analytics framework, standardize tagging and guides and establish governance for scalable management.

Implement system integrations (e.g., Salesforce, marketing automation, BI tools) to ensure clean, real-time data flows and automation.

Strategy, Metrics & Insights

Partner with Customer Success, Customer Experience, Product, and Marketing teams to define and translate business outcomes into system requirements, user journeys, and automations.

Develop, maintain, and monitor customer health scorecards, adoption metrics, product engagement funnels, NPS or NRR indicators, and dashboards.

Process Ownership & Automation

Design business workflows and automation rules: triage triggers, CTAs, and playbooks to drive proactive customer engagement and product adoption.

Support digital engagement programs for end-users at scale (e.g., in-app messaging, training nudges, onboarding guides).

User Enablement & Support

Provide training, documentation, and best-practice guidance to internal users (CSMs, Customer Communications, Product Managers, Growth, Marketing) to ensure successful adoption.

Serve as the daily system support contact: field questions, customize workflows, set permissions, and troubleshoot issues.

Performance Monitoring & Continuous Improvement

Monitor system health, data integrity, and usage metrics; recommend platform improvements and adopt new features.

Maintain deep expertise in Gainsight and Pendo, staying current with product updates and industry trends.

Other Job Duties

Other duties as assigned by supervisor or HHAeXchange leader.

Travel Requirements

Travel up to 10%, including overnight travel

Required Education, Experience, Certifications and Skills

Bachelor’s degree or equivalent experience in customer success, marketing, operations, or related fields.

Hands-on experience administering Gainsight CS and Gainsight PX and/or Pendo in a SaaS environment.

Strong analytical skills; ability to build reports, dashboards, and automated workflows.

Familiarity with CRM systems (Salesforce preferred) and data integration best practices.

Excellent communication, project management, and stakeholder collaboration skills.

Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role.

Preferred:

Gainsight Administrator Certification or Associate Admin level.

Experience with marketing automation platforms, BI tools (e.g., Power BI, Tableau), SQL, HTML/CSS for in-app messaging.

Experience designing and maintaining cross-platform integrations (e.g., HubSpot ↔ Salesforce, Gainsight ↔ BI tools)

Experience providing enablement or training to internal teams on platforms

Background in B2B SaaS, customer success operations, or digital customer experience.

The base salary range for this US-based, full-time, and exempt position is $110,000-$125,000, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.

This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.

HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.

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Customer Operations System Manager at Hhaexchange