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

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisExcelSalesforceTableauSQLPythonAI-driven analyticsreporting toolsSaaS metricsdata preparation

Soft Skills

ability to explain complex dataproject managementcollaborationcommunicationanalytical thinkingproblem-solvingstakeholder managementcustomer experience focusinsight generationtrend identification