Customer Success Analyst Data Analyst
Customer Success Analyst Data Analyst
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Job Description
We are looking for a Data Analyst with strong expertise in Salesforce navigation to support revenue analytics and business decisionmaking. This role involves regular interaction with the executive team to review key business metrics and ensure Salesforce deals are accurately reflected in the (Power BI Report). The ideal candidate should have excellent analytical skills experience handling sales data and strong communication abilities to present insights to leadership.
Working Timings:
Ready to work as per eastern shift timings 5:00 PM to 2:00 AM IST)
Work from office Hyderabad location.
Key Responsibilities:
Salesforce Deal Review & Revenue Accuracy
Regularly audit and review Salesforce deals to ensure correct reporting of Annual Recurring Revenue (ARR).
Identify and fix inconsistencies in opportunity stages bookings and revenue forecasts.
Work closely with the Sales and Finance teams to maintain data integrity in Salesforce.
ARR Walk & Power BI Reporting
Ensure accurate representation of deals and revenue movement in the Power BI Report.
Analyze trends in revenue growth churn and expansion to provide strategic insights.
Collaborate with the BI team to enhance report accuracy and visualization.
ExecutiveLevel Insights & Presentations
Engage frequently with the executive team to present key insights and recommendations.
Prepare highlevel reports and dashboards that provide a clear picture of business performance.
Support quarterly forecasting and revenue planning discussions.
Additional Data Analytics & Strategy
Develop custom Salesforce reports & dashboards to track key metrics.
Identify trends risks and opportunities within the sales pipeline.
Work crossfunctionally with Sales Finance and Business Operations to improve datadriven decisionmaking.
Required Skills & Qualifications:
Graduate with minimum 46yrs experience
Experience working for a software company in the renewals or customer success department.
Technical Skills
Strong Salesforce navigation and reporting expertise (deal tracking pipeline management ARR validation).
Experience with Power BI for creating and analyzing revenue reports.
Proficiency in SQL for querying and managing large datasets.
Advanced Excel & Google Sheets (Pivot Tables Macros Data Analysis).
Analytical & ProblemSolving
Ability to interpret complex sales and revenue data and provide actionable insights.
High attention to detail especially in forecasting and revenue recognition.
Communication & Business Acumen
Comfortable working directly with executives to provide strategic data insights.
Strong ability to explain datadriven recommendations in a clear and concise manner.
Prior experience in Revenue Analytics FP&A or Sales Operations is a plus
Qualifications :
Minimum qualifications:
- 24 years experience or the equivalent training/degree working in customer success customer support ideally at a software company
- Excellent analytical critical thinking problemsolving interpersonal and relationshipbuilding skills
- High level of attention to detail
Competencies:
To perform the job successfully an individual should demonstrate the following competencies:
- Drive & Discipline ability to focus and work hard to achieve the right results.
- Integrity high ethical standards and doing the right thing even when others arent looking.
- Mental agility a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems.
- Detailorientation be thorough and consistently deliver high quality work.
- Excellent Written and Verbal communicational Skills
- Ready to work as per eastern shift timings 5:00 PM to 2:00 AM IST)
Preferred qualifications:
- Salesforce: The Customer Company experience
- Experience working for a software company in the Retention Renewals or customer success department.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
insightsoftware About Us: Hear From Our Team InsightSoftware (wistia)
Background checks are required for employment with insightsoftware where permitted by country state/province.
At insightsoftware we are committed to equal employment opportunity regardless of race color ethnicity ancestry religion national origin gender sex gender identity or expression sexual orientation age citizenship marital or parental status disability veteran status or other class protected by applicable law. We are proud to be an equal opportunity workplace.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
