Customer Success Operations Analyst
Core
Builds and runs the data, plan, and rhythm for Customer Success Managers and Renewals Specialists, owning capacity models, account assignments, and performance reporting.
Role type
Customer Success Operations Analyst
Builds
Capacity models, account assignment plans, business review data, and CS dashboards/reports
Domain
SaaS / Customer Success Operations
Deliverable
dashboards & analysis
Required skills
SQL, Tableau, Salesforce, Gainsight, Advanced Excel, Capacity modeling, Territory planning, Data cleaning
Preferred skills
Renewals/Retention support, Health scoring, Python, Snowflake
Responsibilities
Maintain headcount and capacity models; Support account assignment and territory planning; Build and run business review data; Create and maintain CS dashboards and reports; Answer ad hoc questions with recommendations; Automate recurring reports
Seniority
Mid-level, hands-on IC