Customer Success Analyst bridging customers and data platform at a growing B2B SaaS company. Focused on technical onboarding, data management, and enhancing customer success.
Responsibilities
You will be responsible of successfully handling small client accounts of up to 500 employees, approximately.
Your goals will be focused in these areas: Pre-onboarding and transition.
Receive a complete handoff from Sales: customer motivations, technical pain points, expectations, current data architecture, and key stakeholders (including IT/Data profiles).
Hold the first call within <48 hours post-signature to realign technical and business expectations, align the implementation timeline, and assign responsibilities.
Execute a structured implementation plan with clear technical milestones.
Support the setup and validation of data integrations between customer systems and Dcycle.
Review data quality: identify inconsistencies, missing data, mapping errors.
Train the customer on the technical and functional skills needed to use Dcycle autonomously.
Run periodic checkpoints: technical progress, data blockers, next steps.
Run monthly strategic review meetings that include analysis of data quality and integration performance.
Ensure the customer is using Dcycle efficiently.
Monitor technical health score: platform activity, pipeline errors, data completeness.
Diagnose and resolve technical issues in coordination with the Product/Support team.
Anticipate technical risks before they impact the customer’s business.
Identify opportunities to optimize data workflows.
Translate sustainability needs into technical data requirements: which sources to connect, which transformations to apply, which metrics to calculate.
Help customers structure, clean, and organize data relevant to their ESG goals.
Explain how the product’s technical capabilities (automation, integrations, analytics) improve their impact processes.
Connect ESG metrics to business KPIs using platform data.
Manage the workflow between customer - software - other Dcycle products.
Interpret dashboards, identify data anomalies, and propose solutions.
Create ad-hoc reports when needed.
Validate data quality, detect pipeline errors, and guide technical solutions.
Document technical and functional feedback in the CRM so all teams can access it.
Work closely with the customer’s IT/Data teams and with Product/Engineering internally.
Escalate complex technical issues to the appropriate team with detailed context.
Requirements
Languages: Spanish and English at C1 level. German is a strong plus.
At least 1 year of experience in Customer Success, Consulting, Customer Experience, Product, Operations, or similar roles in a SaaS environment.
Experience leading onboarding processes, training sessions, or customer-facing workflows.
Familiarity with CS or CRM tools (HubSpot, Gainsight, Zendesk, Planhat, or similar).
Comfortable collaborating with Product and Engineering to share insights and improve the platform.
Strong understanding of data models and databases: entities, relationships, schemas, normalization
Ability to read and interpret data pipelines and transformations: ETL/ELT, data flows
Familiarity with APIs and integration architectures: REST APIs, webhooks, connectors
Basic programming knowledge applied to working with data (e.g., Python) and data analysis tools
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