Customer Success Operations Analyst
New
B
Benchmark GensuiteEHS, Sustainability, ESG
United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Experience
- 3-5 years
- Required Skills
- Microsoft ExcelGenerative AIData analytics
Requirements
- Bachelor’s degree in Business, Information Systems, Analytics, Mathematics, Engineering, Computer Science, or related field, or equivalent practical experience.
- 3-5 years of professional experience in Customer Success Operations, business systems, analytics, process improvement, SaaS administration, or related role.
- Strong technical aptitude and ability to learn unfamiliar software systems quickly.
- Strong analytical, mathematical, and problem-solving skills with excellent attention to detail.
- Process-oriented mindset and interest in understanding how work moves across people, systems, and teams.
- Ability to translate business requirements into clear system configurations and implementation steps.
- Proficiency with Microsoft Office, particularly Excel.
- Demonstrated proficiency using generative AI tools for research, analysis, troubleshooting, documentation, and operational efficiency.
- Ability to work independently in a remote environment while collaborating effectively with stakeholders.
Responsibilities
- Administer and maintain Subscriber Success platforms, including Internal Systems, Vitally, Onboard.io, Staircase, and related tools.
- Translate approved strategies and processes into system configurations, workflows, automations, playbooks, lifecycle stages, templates, and user experiences.
- Partner with stakeholders to understand desired business outcomes, clarify requirements, and identify dependencies or constraints.
- Configure and maintain health scores, success plans, onboarding workflows, alerts, tasks, segmentation rules, and other operational components.
- Build dashboards and reports to monitor onboarding, subscriber health, engagement, adoption, risk, and operational performance.
- Support data fields, permissions, integrations, imports, exports, and data synchronization across Subscriber Success systems.
- Monitor data quality and system performance, troubleshoot issues, and coordinate with internal teams or vendors as needed.
- Maintain system documentation, business rules, troubleshooting procedures, user guides, and training materials.
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