Manager, CX Planning & Operations

Company: Formstack

Formstack improves people’s lives with practical solutions to their everyday work.

We are looking for a Manager, CX Planning & Operations to help us accomplish this mission.


Formstack is a remote-first company with team members who live and work across the U.S., Canada, and the globe. We serve over 110 different countries with our current customer base and intend on expanding even more! Formstack offers more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.

Ellia Chon, Senior Director of CX Operations at Formstack, is looking to hire someone who will complement and strengthen the team.


Who you are:

You are a problem solver and a motivated learner. You are a great communicator, collaborative, detail-oriented, and can see a project through from start to finish. You are able to act on your own but know when to ask for help or consult others. You are willing and able to mentor others. You have a strong technical background and bring passion and energy to any team you are on. You are committed to learning on and off the job, are outgoing, and have an enthusiastic/can-do demeanor.


In this role, you can expect the following responsibilities:

  • Serve as a thought partner and trusted advisor to stakeholders, helping to land the present, and influence the future of the CX (Customer Success, Professional Services, and Support) businesses
  • Shape and create CX metrics and dashboards with CX Analyst while driving accountability (e.g. through QBRs/operational reviews, recommending paths to “green,” etc)
  • Work with partners to lead the CX annual planning process, including target setting, resource allocation, performance management
  • Drive process improvement recommendations and implementation for productivity and efficiency
  • Lead project management and change management to launch and land innovative initiatives with partner teams, and support partner-facing teams while safeguarding program impact.
  • Attract, grow and retain top talent, providing inspiration, clarity of purpose, and an environment conducive to diversity of thought, innovation, and personal/career growth


To thrive in this role, you have:

  • 6+ years of experience in a strategic, operations, and/or consulting role
  • 1+ years managing high-performing teams
  • Sharp analytical and problem-solving skills with a strong bias for action, thinking from first principles, and delivering the best results
  • Ability to communicate with clarity and purpose across stakeholders, including tailoring messaging for a given audience
  • Strong biz acumen and understanding of SaaS business models
  • Ability to define a vision and see it through to completion
  • Strong desire for collaboration and partnerships - this is a highly collaborative role that will work with a range of senior leaders; proven track record of effectively interacting with senior management


Salary Range: $80,000-$100,000 per year + Bonus up to 10% of the base salary

***This is a remote position**

What Formstack Offers for Full Time Employees in the US and Canada(exclude Quebec):

  • Free health plans and company-paid Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.
  • Monthly Health & Wellness and Technology stipends
  • Half-day Fridays
  • Unlimited PTO for all employees.
  • 401k & Roth w/ safe harbor match (the US and Canada)
  • The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job
  • Company-paid conferences and extended learning opportunities
  • Yearly company and team gatherings

Want to learn more about who we are and what we value? CLICK HERE to hear from some current Formstackers about what matters most!

Formstack is proud and dedicated to providing Equal Employment Opportunities.

Formstack maintains a policy that Equal Employment Opportunities be available to all persons without regard to race, gender, age, color, religion, national origin, ancestry, citizenship status, disability, sexual orientation, gender identity, genetic information, union affiliation, veteran status or any other characteristic protected by law. This means we do not discriminate in any aspect of employment based on any of these characteristics. This policy applies to all applicants and employees through all phases of employment, including but not limited to hiring, promotion, treatment during employment, demotion, and termination.

Salary ranges are determined by industry research and trends. Individual salaries are based on skills, experience, and geographical location. Compensation is reviewed on a regular basis and adjustments are made accordingly.

All data collected in our application process from resume collection to application questions is used for recruitment purposes only. We will store it in our applicant tracking system, JazzHR, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.

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