Customer Success Operations Analyst

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $65k - $81k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Design and implement improvements to streamline Customer Success operations • Ensure new processes reduce friction and free up CSM time for customer-facing activities • Maintain current process documentation as the team evolves • Support development, documentation, and management of core Customer Success business processes, including forecasting, renewal inspection and management, and operating rhythm • Identify renewal health, expansion opportunities, and churn risks through data analysis • Evaluate new tools and support implementation and adoption efforts • Pull data from Salesforce, Gong, and other systems to surface insights on CSM activity and customer engagement • Work with Customer Success leadership to identify gaps in metrics and reporting • Collaborate with Business Systems to enhance source systems such as Salesforce • Coordinate and track key Customer Success operational initiatives, including process improvements, tool implementations, retention programs, save plays, and reference customer programs • Support measurement and iteration of initiatives and track KPIs and outcomes against defined success metrics • Coordinate across Customer Success leadership, Digital Success, Product, Sales, and other functions to ensure initiative alignment

🎯 Requirements

• 1–3 years of experience in a business analytical role, ideally in Business Operations, Sales Operations, or Customer Success Operations • Strong business acumen and interpersonal skills • Familiarity with Customer Success operations, KPIs, and processes • 1+ years of Salesforce experience (required) • Superb Excel skills • Highly analytical and data driven • Strong project management skills • Organized, collaborative, and effective problem solver • Proactive, resourceful, and adaptable • Ability to work in an autonomous and continuously evolving work environment • Nice-to-have: experience with Salesforce CPQ, Gong, Customer Success Platforms (CSPs), and other related tools • Background checks are required for employment where permitted by country, state/province

🏖️ Benefits

• Additional bonus eligibility may apply • Confidential handling of applicant information • Equal employment opportunity workplace