CSM Operations Analyst (Position located in Bengaluru, India)
Core
Create scalable processes and conduct complex data analyses to support strategic decisions in the Customer Success arena.
Role type
Customer Success Operations Analyst
Builds
Scalable processes, metrics reports/dashboards, and optimized Salesforce workflows for Customer Success
Domain
SaaS / Cybersecurity / Customer Success Operations
Deliverable
dashboards & analysis
Required skills
Salesforce (CRM), data analysis, Microsoft Excel, process improvement, system workflow analysis, project management
Preferred skills
None stated
Technologies
Salesforce, Gmail, Google Docs, MS Office (Word, Excel), Chrome
Responsibilities
Establish and maintain scalable processes for customer health reporting; Create and maintain metrics reports/dashboards on KPIs; Analyze Salesforce data to develop insights and recommendations; Monitor and maintain data quality within Customer Success systems; Evaluate and implement new technologies to optimize performance; Facilitate team growth via Salesforce account splits; Assist manager with stakeholder requirements gathering
Seniority
Entry-level / Individual Contributor
