Senior Customer Insights Analyst

Job not on LinkedIn

🕒 May 19

🇺🇸 United States – Remote

💵 $117k - $153k / year

⏰ Full Time

🟠 Senior

🧐 Business Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Lone Wolf Technologies

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1993

🏠 Real Estate

☁️ SaaS

🛍️ eCommerce

Real Estate • SaaS • eCommerce

Lone Wolf Technologies is a leading provider of software solutions for the real estate industry. Their platform, known as the Lone Wolf Foundation, is an end-to-end solution designed to help real estate professionals like agents, brokers, and MLSs manage various aspects of their business efficiently. The company's product offerings include digital advertising, analytics, back office tools, CRM, eSignature, intranet, and more, all aimed at optimizing transaction workflows, client interactions, and business management. Lone Wolf Technologies focuses on integrating digital tools to enhance the operational efficiency of real estate practitioners across North America.

📋 Description

• Own the end-to-end analysis of customer escalations, cancellations, and key risk indicators across the customer. • Monitor and report on trends by segment, product, region, lifecycle stage, and reason code to identify emerging issues and recurring patterns. • Build recurring insight packages for CX, Customer Success, Support, Product, and executive stakeholders that highlight major drivers of customer friction and churn risk. • Develop structured analyses that connect customer issues to operational, product, onboarding, service, and commercial root causes. • Lead root cause analysis for high-priority escalation and cancellation themes, including gathering inputs from Salesforce, support systems, customer feedback, and future customer success platform data. • Facilitate cross-functional working sessions to align on root causes, prioritize the issues with the greatest customer and business impact, and define action plans with clear owners and milestones. • Track remediation plans through completion and measure whether actions taken are reducing repeat escalations, improving customer sentiment, and lowering avoidable churn. • Establish a repeatable operating rhythm for reviewing customer issue trends, action-plan progress, and unresolved systemic risks with business leaders. • Design and maintain a standardized taxonomy for escalation reasons, cancellation reasons, and risk drivers so trend reporting is consistent and actionable. • Partner with Operations and Systems teams to improve the data model, fields, workflow design, and reporting structure in Salesforce. • Serve as a key CX Insights stakeholder in the utilization of the company’s future customer success platform, helping optimize requirements for health scoring, risk tracking, alerts, dashboards, and retention analytics. • Ensure that new processes and systems support reliable root cause capture, closed-loop action management, and executive visibility into customer risk themes. • Partner with Customer Success leadership to improve how at-risk accounts, escalations, and cancellation signals are identified and categorized. • Work with Product teams to quantify the impact of product defects, usability issues, missing capabilities, and integration friction on customer experience and retention. • Collaborate with Support leaders to identify process breakdowns, service quality issues, and recurring case drivers that contribute to escalation volume. • Support CX and executive leadership with data-backed narratives for monthly business reviews, quarterly business reviews, strategic planning, and retention-focused initiatives.

🎯 Requirements

• 5+ years of experience in customer insights, business analysis, CX or CS operations, analytics, or a related role, ideally in a B2B SaaS or subscription-based business. • Strong experience working with Salesforce data and translating CRM, support, and customer feedback data into actionable business insights. • Experience building dashboards, trend analyses, and executive-ready reporting using spreadsheet tools and business intelligence platforms. • Demonstrated ability to conduct structured root cause analysis and connect customer-facing symptoms to underlying operational or product issues. • Strong communication and storytelling skills, including the ability to present findings and recommendations clearly to senior stakeholders. • Proven ability to influence cross-functional teams and drive accountability without direct management authority. • Experience supporting or defining requirements for customer success technology, customer health frameworks, or retention analytics is strongly preferred.