SMB Customer Operations & Intelligence Strategist
Linda Werner & Associates
| Company | Linda Werner & Associates |
| Category | Operations & Admin |
| Location | Remote (any location US) |
| Remote | Remote |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 13 Aug 2026 |
| Last verified | 14 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
Overview
We are seeking an SMB Customer Operations & Intelligence Strategist to support a high impact customer intelligence and advocacy team focused on understanding the needs, experiences, and sentiment of small and medium sized businesses.
This role sits at the intersection of customer intelligence, editorial strategy, storytelling, operations, and stakeholder engagement . The ideal candidate can take qualitative customer signals and turn them into clear, compelling intelligence that informs product, marketing, and business decisions. They will also own key operational workflows, produce customer storytelling assets, coordinate listening sessions, and continuously improve how insights are delivered and acted upon.
This is a highly cross functional role for someone who combines strong narrative instincts with operational rigor and is comfortable presenting to senior stakeholders.
Key Responsibilities
Customer Intelligence & Editorial Strategy
Own the editorial strategy, narrative direction, and end to end production of recurring customer intelligence reports
Synthesize qualitative customer feedback into concise, actionable insights and recommendations
Produce topic specific intelligence reports and support recurring customer sentiment reporting
Evaluate whether intelligence outputs are driving engagement, connections, and business decisions
Recommend and test new formats and approaches based on stakeholder needs and effectiveness
Prioritize topics for deeper analysis in partnership with community and insights partners
Cross reference customer findings with research, product roadmaps, marketing priorities, and go to market initiatives
Present findings and recommendations to cross functional and leadership audiences
Customer Storytelling & Video Production
Develop compelling customer narratives for internal product, marketing, and leadership audiences
Produce and edit video content using Descript or similar tools
Select customer moments, sequence content, and create cohesive narrative arcs
Develop and evolve a library of written, video, and audio customer stories
Package customer voice assets for leadership briefings, product reviews, and planning sessions
Experiment with new storytelling formats based on audience feedback and engagement
Listening Sessions & Customer Programs
Support live customer listening sessions, including recording, timing, flow, and host coordination
Manage stakeholder invitations, calendars, communications, and session tracking
Improve listening session formats, customer recruitment strategies, and question design
Build relationships with internal teams consuming customer insights and adapt outputs to their needs
Operations, Intake & Partner Coordination
Manage and prioritize a high volume of incoming customer activation and intelligence requests
Coordinate scope, timelines, deliverables, and expectations with cross functional partners
Recommend appropriate activation approaches based on business needs, research priorities, and upcoming initiatives
Continuously improve intake and triage processes for efficiency and stakeholder experience
Coordinate execution across community and program partners while escalating strategic decisions as appropriate
Stakeholder & Center of Excellence Support
Build relationships with stakeholders across Product, Product Marketing, Sales Enablement, Business Marketing, and related teams
Help develop standards and best practices for customer intelligence across the organization
Support initiatives such as recurring intelligence briefs, insight to action tracking, and reporting standards
Identify opportunities to connect customer insights to product, marketing, and business decisions
Systems & Repository Management
Maintain the quality and integ