Analyst- Customer Success Operations

Description

In this role you are the analytical owner of our customer lifecycle strategy. You’ll own the data, reporting, and insights that define how we acquire, onboard, retain, expand, and renew customers. Partnering with GTM leadership, you will identify growth opportunities and build reporting that accelerates our ability to scale.

While this is an individual contributor role, you will be looked to as an expert who influences strategy, shapes our data foundation, and elevates analytical rigor across the organization

A typical day may include:

• Owning end-to-end customer lifecycle reporting, acquisition, activation, onboarding, product adoption, churn, expansion
• Building and enhancing Power BI dashboards, data models, and DAX measures that drive strategic decisions
• Performing deep-dive analyses to uncover root causes behind churn, customer health trends and revenue efficiency metrics
• Partnering with cross-functional executives to design lifecycle KPIs, forecast performance and prioritize growth opportunities 
• Developing automation that reduces manual work and improves reporting scalability
• Driving alignment across cross-functional teams by ensuring metrics are consistently defined, understood, and adopted

Requirements

What will I need to thrive in this role?

• 3 years of experience in business analytics, business operations, revenue operations, or a related data driven function
• Experience partnering closely with technical teams on data infrastructure, data pipelines, and data warehousing concepts (e.g., schema design, ETL/ELT workflows, source of truth architecture)
• Advanced level Power BI experience (required) including data modeling, DAX, visual design, and performance optimization-level Power BI experience
• Proficiency with SQL and working knowledge of scripting languages (Python, R, etc.)
• Strong familiarity with Salesforce and other GTM systems; ability to partner with Business Applications teams
• Advanced Microsoft Excel skills
• A BA/BS degree in business, analytics, data science, finance, IT, engineering, or a related field

Leadership & Behavioral Competencies

• Strong business acumen and ability to connect data insights to operational strategy
• Excellent communication skills, including the ability to simplify complex data for non-technical audiences
• Comfort navigating ambiguity and operating in a fast paced, evolving business-paced, evolving business
• A collaborative mindset, with the ability to influence cross-functional teams
• A proactive, solution-oriented approach to problem solving
• Team player mentality, adaptability, reliability, and a positive sense of humor

What does high performance look like?

• Exhibit and reinforce our Credo: Team members first; Communicate clearly; Fearlessly lead and evolve; Bring your best self
• Elevate the performance of analysts through coaching, mentorship, and clarity of expectations
• Deliver reporting, insights, and operational improvements that meaningfully impact business performance
• Demonstrate deep understanding of business priorities and lead cross-functional projects that drive measurable results-functional projects that drive measurable results
• Take initiative, anticipate needs, and push projects forward without being prompted
• Build strong partnerships with GTM, Product and Finance groups
• Identify high-value opportunities, eliminate bottlenecks, and champion automation-value opportunities, eliminate bottlenecks, and champion automation

What is the team like?

You will work alongside a team of analysts in close collaboration with:

• Business  Applications (BizOps) owners of Salesforce, HubSpot, and GTM application architecture
• Data Operations (Data Ops) owners of data pipelines, data warehousing, and schemas
• GTM, Product and Finance consumers of insights and partners on cross-functional initiatives-functional initiatives

This team is known as the “brains” of the company. We are trusted in clear communication, high-quality work, and the ability to translate data into action. We prioritize the highest-value work and automate everything else. Collaboration, performance, and continuous improvement define our culture with quality work, and the ability to translate data into action. We prioritize the highest value work and automate everything else. Collaboration, performance, and continuous improvement define our culture.

Sounds great. What’s the catch?

This role is not for everyone. Here’s why:

• Fast Evolution: We pivot quickly; priorities shift, and ambiguity is part of the job.
• Big Goals: We’re on a mission to transform healthcare — and we expect team members to go after big outcomes.
• Non-stop Learning: Feedback is constant, personal development is mandatory, and growth requires humility.
• Differences: You will work with people who think differently from you. Curiosity and openness are key.

Where is this role be located?

If you live 50 miles or less from Lehi, Utah this role is hybrid in the office 2 days a week. If you live more than 51 miles from Lehi, this role is remote.

 What is the hiring process?

• A phone call with the Manager of Talent Acquisition 
• A virtual interview with the Senior Director of Business Operations
• A virtual interview with the CMO

Solutionreach, Inc. is an equal opportunity employer and E-Verify participant. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.