Lifecycle Data & Automation Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Presidio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Presidio is a global IT solutions and services firm that designs, implements, and manages agile, secure digital platforms to help enterprise customers accelerate digital transformation. Its offerings include cloud migration and modern platforms, managed services, AI and data analytics (including agentic and private AI), cybersecurity, networking, collaboration, and lifecycle/finops and procurement/consumption financing. Presidio serves regulated and enterprise sectors such as healthcare, media & entertainment, finance, public sector and utilities.

📋 Description

• Design, build, and enhance internal Evolve web applications for CX and Lifecycle teams • Deliver end-to-end features from requirements clarification through production release • Implement stakeholder feature requests and bug fixes • Build lightweight automations and scheduled jobs to synchronize organizational data and application-backed tables • Improve access control, admin settings, and usability for non-technical users • Document application behavior, deployment notes, and handoff guidance • Create and maintain Gainsight Relationships, CSM assignments, Success Plans, playbooks, and customer attributes • Investigate and remediate missing or delayed order and relationship updates between booking systems and Gainsight • Configure and maintain Gainsight rules, attributes, and automations • Support CSM distribution lists, relationship hygiene, and recurring Gainsight maintenance • Perform data quality analysis and remediation across CRM, ERP/order, reporting, warehouse, and inventory data • Build, refresh, and support Power BI reports, datasets, and dashboards • Troubleshoot Power BI data refreshes, source extracts, connectivity, and pipeline health • Define metrics, filters, source-of-truth rules, mappings, and enrichment logic with stakeholders • Triage and prioritize stakeholder requests across applications, Gainsight, and data workstreams • Partner with CSMs, Advisors, BDMs, and CX leadership to deliver software, lifecycle processes, and reporting

🎯 Requirements

• Bachelor's degree or equivalent work and/or military experience • 2–5 years of experience building internal tools or business applications, plus data/CRM analytics exposure • Hands-on application development experience; Python preferred • Experience with web UI frameworks such as Flask, Streamlit, React, or similar • Experience with REST APIs and Git • Working knowledge of SQL for querying, validating, and transforming relational data • Hands-on experience with Gainsight or a comparable customer-success platform, including relationships, rules, attributes, dashboards, and reports • Working knowledge of Power BI, including report/dashboard development, datasets, DAX basics, filters, and data-source troubleshooting • Strong Excel skills for data wrangling, validation, and ad-hoc analysis • Experience diagnosing data-quality issues across CRM, ERP/order, and reporting systems • Ability to prioritize and document a high volume of stakeholder requests • Ability to work independently and meet deadlines • Strong written and verbal communication with technical and non-technical audiences • Preferred background in Computer Science, Information Systems, Business Analytics, or a related field • Experience with internal SaaS-style tools, subscription/renewals or Cisco/multi-OEM lifecycle data, process automation, Salesforce, ERP extracts, LDAP/directory data, QBR/CSM/BDM reporting, or AI-assisted productivity tooling

🏖️ Benefits

• Remote work arrangement • Equal Opportunity Employer • Reasonable accommodations for individuals with disabilities • Protected veteran and disability employment protections