Support Customer Success and Account Management teams with what they need to run their business
Manage case queues efficiently and with attention to detail
Create Salesforce reports and dashboards
Coordinate with Collections Team to manage suspensions and warnings for customers
Support weekly, monthly and quarterly reporting and forecasting
Escalate critical challenges within the owned processes and systems to leadership
Ensure outcome of tasks are aligned with company standards and goals
Regularly communicate with leadership for project updates
Maintain data integrity across systems

3-5 Years of experience in operations, deal desk, data integrity, finance, and/or business analytics
Experience within Private Equity high-growth fast paced technology companies
Ability to work cross-functionally with various business units
Technically Savvy with understanding of SFDC and Microsoft/Google suite
Excellent attention to detail
Strategic thinking and ability to execute tactically
Ability to manage and prioritize multiple requests simultaneously
Able to influence stakeholders and push back constructively when needed
Team-oriented and empathetic
Professional self-starter able to work independently and collaboratively
Ability to navigate ambiguity
Desire to simplify complex solutions and processes
Bachelor’s Degree required

We are an equal-opportunity employer that values diversity at all levels. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.

Analyst, Customer Success Operations

Key skills