Job Description
Key Responsibilities:
- Collect, analyze, and interpret customer account data, including service usage, financial performance, and key performance indicators (KPIs).
- Develop and deliver account review presentations with insights and actionable recommendations.
- Collaborate with Client Service Teams and Strategic Account Management to gather relevant data.
- Identify trends and customer behaviors through data analysis to enhance satisfaction and retention.
- Maintain data accuracy in CRM systems and assist in improving data quality.
- Support process improvement initiatives to streamline account review processes.
- Assist the Customer Success team with periodic reporting and ad-hoc analysis.
Required Skills:
- Proven experience in data analysis and reporting roles.
- Proficiency in Excel, Power BI, PowerPoint, and CRM platforms such as Salesforce or HubSpot.
- Excellent communication skills, able to explain complex data in simple terms.
- Strong attention to detail, organizational skills, and multitasking abilities.
- Bachelor's degree in Business, Finance, Data Analytics, or related field.
- Experience in SaaS, technology, or service-based industries.
- Familiarity with customer success metrics such as NPS, spend/budget, and volume.
data analysis
Power BI
Excel
Skills Required for this Role
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