Customer Success Data Analyst
Core
Provide operational support to Customer & Partner Success through data-driven reporting on customer health and product usage.
Role type
Customer Success Data Analyst
Builds
Dashboards, reports, and health-score frameworks for customer retention and growth
Domain
SaaS / Legal, Risk, Compliance, HR
Deliverable
dashboards & analysis
Required skills
Data analysis, Business intelligence, Reporting, Salesforce (SFDC), Excel, Stakeholder management, Data governance, Prioritization
Preferred skills
Gainsight, QuickSight, Tableau, Power BI, Looker, HCM industry knowledge
Responsibilities
Design and maintain standardized and ad hoc reports/dashboards tracking customer health and usage; Partner with CS, Sales, and Product to define KPIs and health-score metrics; Aggregate and analyze usage data to identify trends and at-risk accounts; Prepare customer-facing reporting packages (QBR/EBR decks); Maintain data accuracy and governance in Salesforce; Support bulk data uploads and record maintenance; Field and triage inbound data requests.
Seniority
Mid-level, hands-on IC
