We are seeking a highly analytical and process-driven Customer Success Operations Analyst to enhance the efficiency and effectiveness of our Customer Success (CS) team. This role will support multiple business units including Onboarding, CSMs, and Customer Engineering teams. With a focus on optimizing systems, streamlining workflows, and providing insights that drive customer retention and growth, the ideal candidate will have a strong background in CS operations, data analysis, and process improvement.
Key Responsibilities:
Develop and maintain key CS operational metrics, dashboards, and reports to track team performance and customer health. Optimize CS processes and workflows to drive efficiency and scalability. Own the administration and enhancement of Customer Success tools (e.g., Gainsight, Salesforce, Zendesk, Tableau, etc.). Partner with CS leadership to identify trends, analyze churn, and provide actionable insights. Support customer segmentation and playbook execution to ensure proactive engagement strategies. Collaborate cross-functionally with Sales, Marketing, Product, and Finance to align CS initiatives with business objectives. Standardize and automate key processes, such as renewals, onboarding, and escalation tracking. Manage and refine customer health scoring models to improve predictive analytics. Train and enable the CS team on best practices for data-driven decision-making and tool utilization.
Qualifications: 3+ years of experience in Customer Success Operations, Revenue Operations, or a related field. Proficiency in platforms like Gainsight, CRM tools like Salesforce, Project Management Tools like Rocketlane. Strong analytical skills with experience using BI tools (e.g., Tableau, BiqQuery) and Excel/Google Sheets. Excellent problem-solving abilities and a process-oriented mindset. Ability to work cross-functionally and communicate effectively with stakeholders at all levels. Experience implementing automation and process improvements within CS teams. Familiarity with customer journey mapping and segmentation strategies.
Preferred Qualifications: Experience in SaaS or technology companies. Knowledge of SQL or other data query languages. Understanding of revenue retention metrics (NRR, GRR) and forecasting methodologies.