Strategy and Operations Analyst, Customer Success
Core
Strategy and Operations Analyst supporting the Customer Success team by building dashboards, automating processes, and driving operational scale.
Role type
Senior IC strategy and operations analyst
Builds
Dashboards, reports, and operational processes for Customer Success leadership
Domain
Fintech / SaaS operations
Deliverable
dashboards & analysis
Required skills
SQL, data analytics, process design, territory management, OKR tracking, cross-functional partnership, forecasting, business performance measurement
Preferred skills
Tableau, Salesforce (SFDC) report development, Salesforce User/Report developer experience
Technologies
SQL, Tableau, Salesforce (SFDC)
Responsibilities
Partner cross-functionally to identify and resolve systems and operational challenges; Investigate system performance, operational workflows, and underlying process issues; Measure and forecast business performance; Develop and maintain dashboards and reports; Manage CSM territories and support improvements to territory design; Design and improve business processes using data; Define, track, and report on OKRs; Prepare decision-focused materials for leadership forums
Seniority
Mid-Senior, hands-on IC