Customer Success Analyst, 13507

Description:

• Remote approved but Hybrid preferred (Chicago)
• 12-months from start date
• As a Customer Success Analyst, you will partner closely with the Global Clients Team to ensure our largest corporate customers realize the maximum value from their investment. You will build and maintain strong professional relationships with our key global customers by supporting the Global Client Director (GCD) and Customer Success Manager (CSM) to coordinate operational tasks. This is a highly collaborative role, which requires excellent organization, clear communication and a passion for using data to drive successful partnerships.

Responsibilities:

• Maintains a detailed knowledge of our products and the impact they can have on our partners
• Manages the process for the creating business reviews including: consolidating format, proof reading and pulling and analyzing standard reports
• Completes ad-hoc report generation for customers using multiple systems to help customers understand impact of company partnership
• Works with Point Customer Success Analysts to craft compelling data storytelling narratives anchored on key talent and learning objectives
• Works within Dynamics to validate client contacts, update quarterly results and manage mail lists
• Works with manager to optimize internal systems and processes to ensure the larger team is able to do their work efficiently

Basic Qualifications:

• 2 yrs in a client-facing role and/or data analysis/reporting role
• 2 years of experience with SQL or PrestoSQL
• 2 years of experience with PowerBI
• 2 years of experience with Excel

Preferred Qualifications:

• Past work experience within a SaaS environment
• Experience working within Microsoft Dynamics
• Excellent verbal and written communication skills with the ability to document and communicate with internal and external resources
• Highly detail oriented and organized with ability to effectively prioritize and multi-task with a focus on customer engagement and retention
• Proficiency with MS365
• Proficiency with Generative AI efficiency tools
• High energy and positive ‘can do’ attitude
• Ability to work autonomously and be self-motivated
• Exceptional attention to detail required to ensure accuracy and effective execution of all projects and tasks undertaken

Suggested Skills:

• SQL
• Data Analysis
• Excel

Compensation:

• $31.28 - $41.71