About the role
About OpenLoop OpenLoop was co-founded by CEO, Dr. Jon Lensing, and COO, Christian Williams, with the vision to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.
About
the Role Retention is revenue—and at OpenLoop, we're building the operational infrastructure that makes Customer Success scalable, measurable, and proactive. We're looking for a Revenue Operations Manager to partner with CS leadership in designing and executing the processes, data, and tooling that drive consistent onboarding, healthy customer relationships, and strong renewal outcomes. This role is the operational backbone of our post-sale motion. You'll own the workflows and systems that CS teams rely on every day—and you'll have the analytical skills to spot risk, identify opportunity, and bring data to every conversation about customer health and retention. If you believe great customer success starts with great operations—and you have the process chops to prove it—we want to talk. As Customer Success scales, building consistent onboarding and lifecycle processes becomes essential to delivering a great customer experience and protecting retention. Establishing structured health scoring, clear renewal workflows, and visibility into the post-sale funnel gives CS teams the insight they need to stay ahead of risk—and gives leadership the confidence to plan proactively. This role builds the operational foundation that makes CS proactive instead of reactive. You'll create the systems and processes that give CS teams clarity on what to do, when to do it, and how to measure whether it's working.
What You'll Do Onboarding Operations – Design and manage standardized onboarding workflows that reduce time-to-value, ensure consistency across customers, and create a repeatable, measurable experience from contract sign to go-live. Client Health Scoring – Build and maintain customer health scoring models that give CS teams early warning on churn risk and actionable signals for expansion—integrating product usage, engagement, and CRM data. Retention & Expansion Workflows – Own the operational processes for renewal and expansion, including pipeline tracking, playbook documentation, and the CRM workflows that ensure nothing falls through the cracks. CS Reporting & Analytics – Build and maintain the dashboards and reports that give CS leadership visibility into retention performance, customer health, and team efficiency—supporting both operational decisions and executive reporting. Lifecycle Process Design – Map and optimize the full customer lifecycle—from onboarding through adoption, renewal, and expansion—identifying friction points and building solutions that scale. Churn Risk Reduction – Partner with CS leaders to identify at-risk customers early and design the interventions, escalation paths, and playbooks that protect retention. Cross-Functional Partnership – Work closely with Sales, RevOps, and Systems teams to ensure post-sale processes are connected to pre-sale data and that CRM reflects the reality of the customer relationship.
