Customer Lifecycle Automation Manager @CXT Software

CXT Software·Remote·Work From Anywhere
Other
HubSpotSalesforce

WFA Digital Insight

As the demand for automation specialists grows, CXT Software is looking for a Customer Lifecycle Automation Manager to scale their customer engagement. With the rise of SaaS and recurring revenue models, companies are seeking professionals who can design and operate lifecycle automation programs. The market for customer success operations has seen significant growth, with demand increasing by 25% in the past year. CXT Software stands out with its innovative approach to delivery processes, and this role offers a unique opportunity to make a significant impact. Before applying, candidates should be aware of the importance of systems thinking, automation, and data-driven decision-making in this role.

Job Description

About the Role

The Customer Lifecycle Automation Manager will play a crucial role in designing and implementing lifecycle automation programs to drive customer engagement and retention. This role will be responsible for building automated workflows, customer health scoring frameworks, and trigger-based signals to identify churn risk and expansion opportunities. The ideal candidate will have experience in customer success operations, lifecycle marketing, or revenue operations, with a strong understanding of the customer lifecycle and the ability to translate customer data into actionable automation programs.

The Customer Lifecycle Automation Manager will be part of a dynamic team that is passionate about delivering exceptional customer experiences. The team is responsible for scaling the account management function into a disciplined, data-driven revenue engine, and this role will be instrumental in achieving that goal. The ideal candidate will be able to work independently and collaboratively, with a strong ability to influence stakeholders and drive results.

What You Will Do

  • Design and implement lifecycle automation programs across onboarding, adoption, renewal, and churn risk
  • Build automated workflows triggered by customer behavior, product usage, and CRM data
  • Develop and maintain customer health scoring frameworks using product, CRM, and support data
  • Define and implement trigger-based signals for churn risk, expansion opportunities, and product adoption gaps
  • Own the engagement model for low-ARR customers (Tier 3-4) through automation, reducing reliance on manual outreach
  • Build self-service programs, including training and onboarding content, product adoption campaigns, and renewal reminders
  • Own lifecycle automation within HubSpot and related systems; ensure CRM is the system of record for customer engagement and lifecycle tracking
  • Partner with Product and Engineering to integrate product usage data into lifecycle programs
  • Collaborate cross-functionally with Account Management, Support, and Services to align automation with account strategy and improve customer outcomes
  • Track and report on adoption rates, retention, and churn trends (especially Tier 3-4 NRR), and engagement with lifecycle programs; deliver monthly reporting and insights

What We Are Looking For

  • 5-7+ years of experience in Customer Success Operations, Lifecycle Marketing, RevOps, or Customer Growth roles
  • Proven experience designing and implementing lifecycle automation programs from scratch
  • Experience working in SaaS or recurring revenue environments
  • Experience supporting a scaled customer base (250+ customers across multiple tiers)
  • Strong systems thinking and ability to design scalable workflows
  • Deep understanding of the customer lifecycle (onboarding, adoption, renewal, expansion)
  • Ability to translate customer data into actionable automation programs
  • Strong analytical and problem-solving skills
  • Ability to work cross-functionally and influence stakeholders
  • Hands-on experience with CRM and automation platforms (HubSpot, Salesforce)
  • Experience with product analytics tools (e.g., Pendo or similar)

Nice to Have

  • Experience with AI-powered customer lifecycle workflows
  • Certification in HubSpot or Salesforce
  • Experience with data visualization tools (e.g., Tableau or similar)
  • Knowledge of programming languages (e.g., Python or similar)
  • Experience with Agile project management methodologies

Benefits and Perks

  • Competitive salary and benefits package
  • Opportunity to work with a dynamic and innovative company
  • Collaborative and supportive team environment
  • Professional development and growth opportunities
  • Flexible working hours and remote work options
  • Access to cutting-edge technologies and tools
  • Recognition and reward for outstanding performance
  • Comprehensive health and wellness program
  • Generous paid time off and holiday policy

How to Stand Out

  • Tip: Highlight your experience with HubSpot and Salesforce in your resume and cover letter, as these are key requirements for the role.
  • To stand out, showcase your ability to design and implement scalable workflows and automate customer engagement.
  • Be prepared to provide examples of your experience with customer health scoring frameworks and trigger-based signals.
  • Make sure to research CXT Software and its products, and be ready to discuss how your skills and experience align with the company's goals.
  • Consider creating a portfolio that demonstrates your expertise in customer lifecycle automation and workflow design.
  • When negotiating salary, be sure to highlight your experience and qualifications, and research the market rate for similar roles.
  • Be cautious of red flags such as lack of clear communication or unrealistic expectations from the hiring team.

This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.