Job description
Customer Success Operations Lead JD
At Qualia, we’ve built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year.
WHAT YOU’LL WORK ON
Ready to level up the Customer Success function for a hyper-growth B2B SaaS company? In this role, you will join Qualia’s Revenue Operations (RevOps) team, which provides the resources and tools that drive our accelerating momentum.
As a Customer Success Operations Lead, you will drive operational excellence across our customer success organization, partnering with both Support and Managed Services teams to optimize processes, workflows, and performance. In this role, you will own the technical architecture and strategic development of our Zendesk deployment as part of a comprehensive support ecosystem. You will also be a leader in innovating how we serve our customers, pioneering AI-forward solutions, owning technical roadmap development, and collaborating effectively with stakeholders. You will be responsible for answering critical business questions, such as:
- How do we leverage agentic AI to materially transform support efficiency and customer experience?
- How is the tooling landscape evolving? What technologies should we be investing in to stay at the leading edge of support organizations?
- How do we establish effective AI governance and quality control as it becomes a larger portion of our interactions?
- How do our human CSR roles and processes need to evolve to as much of the high volume, easier work shifts to AI?
If you are excited to answer these questions while building the solutions, this is an opportunity you won’t want to miss.
RESPONSIBILITIES
- Zendesk Mastery & Optimization: Own all aspects of Zendesk configuration, optimization, and expansion, including building and maintaining complex workflows, integrations, triggers, automations, macros, and designing scalable custom fields, forms, and reporting structures for a unified deployment that includes multi-brand architecture, customer content, workforce management, and telephony. Continuously refine Zendesk and ancillary systems to improve agent productivity and the customer experience, building sophisticated reporting dashboards and performance metrics that provide actionable management insights to answer day-to-day questions, support regular performance reviews, and unearth opportunities for improvement
- CS Systems & Tools Innovation: Proactively research, test, and deploy new solutions and workflows across our customer success organization. You will experiment with and stay current on emerging CS and AI technologies (especially in the world of support), assessing their potential for Support and Services applications
- Support Analysis & Optimization: Analyze trends and drivers of support volume to consistently identify opportunities for reduction through intelligent automation, AI-powered insights, and process optimization. Proactively analyze support organization performance and translate findings into actionable insights and recommendations for tactical improvements and strategic planning. You will act as the go-to Zendesk operations expert for multiple groups across our two brands, Qualia and Resware
- Customer Success Ops Leadership: Serve as a proactive partner and leader to the Customer Success, RevOps, and CS Operations teams
YOUR BACKGROUND THAT LIKELY MAKES YOU A MATCH
- Zendesk Power User Expertise: Deep, hands-on experience with Zendesk administration, including advanced configuration of triggers, automations, workflows, custom fields, and reporting. You understand Zendesk’s capabilities and limitations and can architect solutions that maximize the platform’s potential
- AI Curiosity & Implementation Experience: A genuine excitement about AI technologies and their applications in customer success. You have experience experimenting with AI tools, implementing automation solutions, staying current with emerging technologies, and are unafraid to trial new features and build proof-of-concepts
- An Owner’s Mentality: You take pride in your work and view what you do as a part-owner and builder of Qualia. You view your business unit’s success as your own
- A Problem-Solving Mindset: You anticipate challenges and complications, know when to escalate, and understand what tradeoffs should be made—especially when evaluating new AI solutions and platform changes
- An Eye for Analytics: You know what questions to ask, what the data says, and what actions can be taken based on the results. You are a spreadsheet power user and can create data visualizations and leverage AI tools for advanced analysis
- Technical Aptitude: You are comfortable learning new technologies quickly, understanding how different systems integrate, and can scope technical requirements while communicating effectively with both technical and non-technical stakeholders
- A Drive to Execute: You have a strong desire to drive impact and demonstrate urgency with projects big and small—from quick AI tool trials to comprehensive workflow overhauls
- Project Management Expertise: You can scope a complex project, break it into manageable tasks, and execute against a work plan. You communicate deliverables regularly, avoid preventable emergencies, and always consider enablement
- A minimum of 3 years of progressively increasing responsibility in Customer Support Operations, Customer Success Operations, or Business Operations, with demonstrated experience in platform administration and process optimization
PREFERRED QUALIFICATIONS
- Zendesk Administrator certification or equivalent demonstrated expertise
- Experience with AI/ML tools, automation platforms, or chatbot implementation
- Background in data analysis and visualization tools beyond Excel
- Experience with workflow automation, system integration, and business process optimization
- Familiarity with Salesforce administration and integration capabilities
Based in Austin, TX, with the ability to work in the office a minimum of two days per week is required
WHY QUALIA
Qualia is made up of incredibly bright, mission-driven coworkers who are passionate about using technology to solve real-world problems—and we’re growing quickly. In order to continue building an engaging and dynamic organization, we’re committed to giving everyone the support they need to do great work.
Our benefits package is designed to allow our team members to be their best selves, both in and out of the workplace. In addition to comprehensive health plans, a 401k program, and commuter benefits, we prioritize family and personal well-being through professional development, parental leave, and a flexible time off policy. Qualia offers a robust online onboarding program to train new hires, biweekly all hands meetings, and a variety of internal virtual events to keep employees connected.
We believe diverse perspectives and backgrounds are critical to building great technology, and our goal is to cultivate an environment where people feel equally valued and respected. Qualia is proud to be an equal-opportunity workplace, and we welcome applicants from all backgrounds regardless of race, color, ancestry, religion, gender identity or expression, sexual orientation, marital status, age, citizenship, socioeconomic status, disability, or veteran status.
By submitting your application, you acknowledge and agree to the collection, processing, and use of your personal information as described in our Employee Data Privacy Notice .
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