Customer Success Analyst
Core
Partner with enterprise financial and legal clients to ensure maximum platform value, drive retention, and achieve business outcomes through operational efficiency and compliance.
Role type
Customer Success Analyst (IC)
Builds
Subscription spend management and market data workflows for financial institutions and law firms
Domain
Financial services / Legal services / Subscription management technology
Deliverable
product features
Required skills
Customer success strategy, stakeholder management, account health monitoring, revenue expansion, business review facilitation, data lineage explanation, analytical validation, complex problem solving
Preferred skills
Analytics/data operations background, experience in highly regulated markets, CRM proficiency (Salesforce)
Technologies
CRM systems (Salesforce), AI-assisted tools
Responsibilities
Monitor usage patterns and contract compliance to identify at-risk accounts; deliver proactive recommendations to optimize customer experience; facilitate Business Reviews based on defined rubrics; translate product functionality into business impact for technical and business stakeholders; drive upselling of adjacent workflows.
Seniority
Individual Contributor
