Lead Forensics

Operations

• Responsible for managing and optimising our Power BI reporting suite and our Customer Success CRM/CSP (Planhat) to deliver high-quality reporting
• Own the creation, maintenance, and continuous improvement of reporting frameworks
• Ensure stakeholders have clear visibility of performance across key metrics such as retention, churn, expansion, and activity
• Manage multiple priorities, support cross-functional initiatives, and ensure data accuracy and consistency across systems
• Build, maintain, and continuously improve Power BI dashboards and reporting suites
• Produce regular and ad-hoc reporting for Customer Success leadership
• Ensure consistent definitions and tracking of key metrics (churn, retention, expansion, activity)
• Deliver insight-driven analysis to support decision-making
• Support the Operations and Enablement teams with reporting, data, and process improvements
• Help define and track KPIs across the Customer Success function
• Enable teams with the data and tools required to improve performance
• Assist with onboarding new processes, tools, and reporting frameworks
• Act as a key point of contact for reporting and CRM-related queries

Operations Analyst

Sales Development Rep

• Identifying key decision makers and engaging with C suite level contacts
• Proactively contacting prospective clients over the phone, email & video
• Conduct thorough fact finding ensuring each appointment is well qualified
• Working towards weekly KPI’s and monthly targets, both individually and as a team

Graduate Sales Development Representative

Account Executive

• Prospecting directors/CEOs across North America & Canada via outbound cold calling to build your own pipeline.
• Follow the established Lead Forensics Sales Process to schedule qualified demonstrations and close deals with ICP clients.
• Regular follow up training designed to help you grow within the role.

Account Executive, SaaS, B2B

Security Analyst

• Support sales assurance processes through questionnaire completion and contract reviews.
• Take a leading role in maintaining Lead Forensics’ ISO 27001 compliance.
• Drive continual improvement, leveraging AI agents, automation tools and optimising manual processes.
• Manage IT supplier due diligence.
• Lead a small team and mentor team members.
• Lead the maintenance of documentation and processes.

Operations Analyst

Graduate Sales Development Representative

Account Executive, SaaS, B2B

Senior Security Compliance Analyst