Standard Customer Success & Operations Manager DACH
Location: Barcelona area (hybrid or remote)
Contract: full time / indefinite
Language(s): business fluency in German and English
Travel: Occasional travel to Hamburg HQ and regional customer meetings
Serrala is the global leader in finance process automation. For over 40 years, we have been advancing the office of the CFO with our award-winning suite of finance automation applications.
Our solutions streamline all working capital-related processes, including Order to Cash, Procure to Pay, Cash Flow Management, and Treasury, across both cloud and SAP environments.
Our 10+ hubs across Europe, North America, and India support over 2,800 clients worldwide, reflecting the trust we've built with a diverse global community.
Join us as we lead the future of finance automation!
Customer Success is a core pillar of Serrala’s revenue organization.
The Customer Success & Operations Manager is responsible for ensuring the success, stability, growth, and operational excellence of the Standard Segment portfolio in DACH.
This role combines portfolio ownership, renewal governance, pipeline generation, and operational program leadership. It requires a highly structured, data-driven, and commercially aware professional who can drive measurable business impact in a multi-product SaaS environment.
This is a high‑visibility role with significant cross‑functional exposure and direct contribution to Serrala’s growth and 3R performance (Retention, Revenue, Referenceability).
Key Responsibilities
1. Retention & Portfolio Stability
Co-own Gross Revenue Retention (GRR) for the DACH Standard portfolio.
Maintain predictable renewal outcomes through structured, proactive renewal governance.
Identify churn risks early using health scores and behavioral indicators.
Lead churn mitigation plans in partnership with Account Management and Consulting.
Drive migrations, upgrades, and lifecycle transitions when applicable.
2. Customer Success Pipeline Ownership
Own CS-qualified pipeline generation for the Standard Segment in DACH.
Identify upsell and cross-sell opportunities based on adoption patterns and lifecycle signals.
Collaborate with Account Managers to convert CS-driven opportunities into revenue pipeline.
Track, forecast, and report on CS‑sourced pipeline performance.
3. Operations & Program Governance
Define and lead operational initiatives supporting the Standard segment.
Build and implement playbooks for renewals, adoption recovery, and migrations.
Establish KPIs and dashboards for retention, pipeline, and operational performance.
Ensure CRM hygiene, forecasting discipline, and structured monthly reporting.
Own operational accuracy from initiative design through execution and impact reporting.
4. Customer Health & Data Discipline
Oversee automated health scoring combining adoption, engagement, support and renewal likelihood.
Use data insights to prioritize customer interventions and focus areas.
Ensure structured documentation and CRM data accuracy across the portfolio.
Provide leadership with consistent risk forecasting and portfolio analytics.
5. Cross-Functional Project Leadership
Lead initiatives and projects involving Sales, Support, Product, Consulting, and RevOps.
Identify and escalate systemic friction points through root-cause analysis.
Define project scope, milestones, owners, and performance metrics.
Report project progress, impact, and mitigation plans to stakeholders.
What Success Looks Like – 3R Framework
Retention
Strong GRR and NRR across the Standard DACH portfolio.
Reduced reactive churn and strengthened customer lifecycle management.
Successful migrations and transitions increasing platform stickiness.
Revenue
Consistent contribution to CS-qualified pipeline, with structured opportunity identification.
Measurable impact on expansion and renewal-driven revenue.
Referenceability
Success in this role means delivering stability, predictability, operational clarity, and measurable revenue impact.
Qualifications
Mandatory Requirements
5+ years in Customer Success, Operations, Program Management or related roles in B2B SaaS.
Experience managing SMB or Mid-Market customer portfolios.
Proven track record leading structured projects from design to execution.
Demonstrated ability to build KPIs, dashboards, and reporting frameworks.
Native or business-fluent German.
Business-fluent English.
Technical Skills
Proficiency in Salesforce (required).
Experience with CS platforms such as Planhat (preferred).
Strong analytical skills; comfortable with dashboards, forecasting, and reporting.
Competencies
Strong project leadership and execution discipline.
Operational, structured, and process-oriented mindset.
Commercial acumen and renewal fluency.
Data-driven decision-making and prioritization.
Executive-level communication and stakeholder management.
Ability to coordinate across multiple departments and manage matrix collaboration.
Why you’ll love it here
Step into a dynamic, agile workplace where continuous learning is championed by leadership, and innovation in finance automation is fuelled by cutting-edge tech, AI integration, and strategic SAP transformation. We partner with the best to stay ahead - so you can too.
At our core, we're Reliable, Passionate, Empowering, and Enterprising - committed to lasting customer and employee relationships, bold innovation, and your growth every step of the way.
[EEO Statement]
We are proud to be an equal opportunity workplace. We celebrate and support diversity by providing equal employment opportunities regardless of race, creed, color, religion, age, sex, national origin, disability or handicap, genetics, protected veteran status, sexual orientation, gender identity or expression, arrest record, or any other characteristic protected by federal, state or local laws.
[To all recruitment agencies]
Serrala does not accept agency resumes. Please do not forward resumes to our job's alias, Serrala employees or any other organization location. Serrala is not responsible for any fees related to unsolicited resumes.
