Monitor and report on key performance indicators, including adoption, engagement quality, and internal CSAT.
Implement motions to validate license adoption, utilization, projected churn vs expansion, net new customers onboarding and playbook efficiency.
Design and maintain Power BI dashboards to track trends, performance insights, and improvement opportunities.
Collaborate with HUB Leads and Vertical CS Directors to identify best practices, standardize success motions, and amplify value realization.
Translate complex data into clear, actionable recommendations for leaders and delivery teams.
Support cadence reviews and strategic discussions with concise, data-backed storytelling.
Requirements
5+ years of experience in Customer Success, Data Analysis, or Business Insights roles within SaaS or technology environments
Proficiency in Power BI for data visualization and reporting or another equivalent tool
Strong analytical thinking with attention to accuracy, patterns, and detail
Excellent written and verbal communication in English and Spanish
Ability to work cross-functionally and influence without direct authority
Capable in building strong relationships
Collaborative, Listener & Advisor
Empathy & sympathy
Strong presentation skills
Excellent verbal & written skills
Curiosity and Learning Agility: Constantly seeks new ways to improve how we measure and deliver success
Accountability: Owns results and follows through with discipline
Critical Thinking: Balances data, context, and intuition to support sound decision-making.
Benefits
Many of our roles allow for flexibility in when and where work gets done
Reasonable accommodations for candidates on request
Equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisbusiness insightsdata visualizationPower BIreportingperformance indicatorslicense adoptioncustomer onboardingplaybook efficiencyanalytical thinking