Customer Operations Lead
About the role
The Customer Operations Lead ensures the Service Delivery Model comes to life at the customer level by driving disciplined, end-to-end ownership, diagnostic excellence, and proactive service execution for assigned accounts. This role creates value by translating customer context, demand patterns, and service signals into coordinated, cross-functional action—reducing customer effort, preventing repeat issues, and improving first-time resolution.
Key Responsibilities
Serve as the primary operational owner for assigned customer accounts
Act as the main point of contact for Commercial, Customer Service, and internal stakeholders
Engage with customers (virtually and in-person) to understand: Service experience, Pain points and friction, Emerging risks or concerns
Ensure customers experience clear ownership, proactive communication, and consistent service delivery
End-to-End Service Coordination & Ownership Discipline
Coordinate across Support, Warranty, Training, Engineering, and ASA teams without ownership transfer
Prevent ownership drift during escalations or cross-functional engagement
Ensure issues are resolved through the correct diagnostic and execution pathways
Reinforce adherence to standardized workflows and service processes
Escalation Management & Execution Discipline
Act as the escalation point for complex, sensitive, or high-impact issues
Ensure escalations are: Timely, Routed appropriately, Resolved without unnecessary handoffs
Maintain clear visibility and accountability during escalations
Demand Management & Insight Generation
Monitor service demand patterns, repeat issues, and escalation drivers for assigned customers
Identify systemic issues, emerging risks, and recurring failure modes
Translate service signals into actionable insights for: Training (capability gaps), Engineering (product/design issues), Support (process or diagnostic improvements)
Ensure insights feed into the broader closed-loop improvement system
Cross-Functional Collaboration (Sales, Support, Engineering, ASA)
Partner closely with Sales to support strategic customers and align on customer priorities
Collaborate with Support to improve diagnostic accuracy and execution
Engage with Training to prioritize capability development based on real demand signals
Engage with Engineering to improve diagnostics, documentation, and product readiness
Ensure alignment between customer expectations and operational execution
Diagnostic Excellence & Capability Coaching
Coach Technical Case Owners on diagnostic quality, ownership, and execution
Identify skill or knowledge gaps contributing to repeat issues or escalations
Reinforce diagnose-before-dispatch principles and resolution discipline
Promote consistent use of tools, workflows, and diagnostics across teams
Service Experience Optimization
Ensure service delivery aligns to defined customer expectations and service standards
Reduce customer effort by: Minimizing handoffs, Improving communication clarity, Preventing repeat contact, Proactively adjust service approach based on customer needs and demand patterns
Ensure service effort remains aligned to value and operational standards
Scalability & Continuous Improvement
Identify opportunities to reduce repeat demand and improve efficiency
Translate customer-specific insights into scalable improvements across the system
Support initiatives that reduce: Avoidable contacts, Escalations, Field dispatch
Reinforce a system-oriented mindset—ensuring solutions scale beyond individual accounts
Qualifications & Experience
- Bachelor’s degree in Business, Operations, Engineering, or related field (or equivalent experience)
- 5–8+ years of experience in customer operations, technical support, or service delivery roles
- Experience working with complex customer accounts and cross-functional teams
- Strong understanding of: Service operations and contact center environments, Diagnostic troubleshooting processes, Field service and dispatch dynamics
- Experience collaborating with Sales, Engineering, and operational teams
Key Skills & Competencies
- Strong customer-facing leadership and relationship management
- Systems thinking and end-to-end ownership mindset
- Diagnostic and problem-solving capability
- Data-driven decision-making and insight generation
- Cross-functional collaboration and influence
- Strong communication and escalation management skills
- Coaching and capability development
- Continuous improvement mindset
Nice-to-Have / Future-Focused Capabilities
- Experience supporting strategic or enterprise customer accounts
- Familiarity with KPI dashboards and service analytics tools
- Exposure to customer experience (CX) frameworks such as CES
- Experience in aftermarket, field service, or equipment-based environments
- Leverage Lean / Six Sigma or process improvement experience