About SpotDraft
SpotDraft is transforming the way fast-growing companies manage contracts. Our platform helps legal and business teams close deals faster, reduce turnaround time, and improve operational efficiency. Clients like PhonePe, Unacademy, Meesho, Chargebee, and CRED trust us to make contract workflows faster and smarter.
Key Responsibilities
Pipeline & Performance Management
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Monitor Customer Success (CS) pipeline health across individual reps, team leads, and the organization.
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Track key performance metrics such as pipeline creation, closed-won/lost deals.
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Assist in forecasting monthly and quarterly outcomes related to renewals, upsells, churn, and contractions.
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Collaborate with team members to maintain accurate forecast categories in the CRM and deliver weekly revenue projections.
Process Improvement & Playbook Execution
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Refine, standardize, and enforce the CS playbook across different customer segments.
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Recommend and implement process improvements to accelerate deal closures and enhance customer engagement.
Data Management & Reporting
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Maintain data hygiene across CRM, project management tools, and CS platforms.
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Build insightful reports and dashboards for leadership to support decision-making.
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Provide timely insights and resources that enable the CS team to meet performance goals.
Revenue Operations
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Drive efficiencies in commercial processes to support faster revenue recognition.
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Oversee deal desk operations and validate commercial proposals against existing contracts.
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Assist in planning and budgeting activities that impact customer success revenue.
Implementation Support
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Coordinate with the Implementation team to track onboarding progress and customer project status.
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Update and maintain accurate project data across customer accounts.
Training & Enablement
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Support onboarding and ongoing training efforts to improve productivity and cross-functional collaboration.
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Lead workflow re-engineering and automation initiatives across the customer lifecycle (Book-to-Cash process).
Qualifications and Skills
Experience:
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2–4 years in Sales or Customer Success Operations, ideally within a B2B SaaS company or startup.
Tools and Technical Proficiency:
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CRM: Salesforce, HubSpot
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Onboarding/CS Tools: Rocketlane, EverAfter
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CS Platforms: Planhat, Gainsight, ChurnZero
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Data & Reporting: Excel (Advanced), Tableau, PowerBI, Google Data Studio; familiarity with R or Python is a plus
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Revenue Intelligence (preferred): Causal, Biglittle.ai, Mosaic
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Productivity: Google Suite, Microsoft Office
Why Join SpotDraft?
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Work with brilliant minds in legal tech and customer success.
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Expand your professional network through access to leading founders, investors, and innovators.
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Make real impact—own projects and see your contributions reflected in company outcomes.
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Be bold—we value innovation, initiative, and the courage to push boundaries.
Our Core Values
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Customer Delight is our Business
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Be Transparent. Be Direct.
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Be Audacious
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Outcomes Above All Else
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Elevate One Another
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Passion + Ownership = Excellence
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Strive to Be 1% Better Every Day
Note:
All candidate data will be treated with strict confidentiality and used only for recruitment purposes in accordance with applicable data protection laws. SpotDraft is an equal opportunity employer and welcomes applicants from all backgrounds.
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