Key skills
PythonSQLTableauAIAnalyticsBISaaSSalesforceLeadershipCustomer SuccessSales
About this role
Role Overview
- Design, build, and maintain dashboards and reports using tools such as Salesforce and Tableau
- Own the creation and adoption of KPIs within the CS team
- Analyze customer behavior and product usage to identify trends
- Audit and maintain customer data across systems
- Identify opportunities to automate data preparation using AI
- Partner with Customer Success leadership to support customer experience
- Equip Customer Success teams with actionable insights for Quarterly Business Reviews
- Work with Sales Operations, Finance, and Product teams to maintain a single source of truth
Requirements
- 3–5+ years of experience in data analysis
- Strong Excel skills
- Hands-on experience with Salesforce
- Experience with BI and analytics tools such as Tableau
- Working knowledge of SQL or Python
- Experience with or exposure to AI-driven analytics or reporting tools
- Proven ability to turn raw data into clear insights
- Solid understanding of SaaS metrics
- Experience managing projects with multiple stakeholders
- Ability to explain complex data
Tech Stack
- Python
- SQL
- Tableau
Benefits
- Medical
- Dental
- Vision
- 401(k)
- 401(k) Match
- Unlimited Planned Paid Time Off
- Global Mental Health Support
- On-Demand Learning & Development
- Quarterly paid volunteer days
- Lucrative Employee Referral Program
- Company-wide mentor program