Customer Success Operations managing Gainsight platform, building reports, and analyzing data for customer success teams. Collaborating on initiatives and supporting system updates.
Responsibilities
Responsible for the Administration and Management of the Gainsight CS platform for the Customer Success Team
Build & maintain reports and dashboards within Gainsight
Data Analysis both within Gainsight but also other internal systems, some of which would be C Suite facing
Building, managing and depricating fields within Gainsight that helps support the teams initiatives
Updating account data for renewals, downsells, churns
Updating account data in Gainsight for customer package and contract information
Build & maintain standard playbooks and templates
Maintain system data hygiene (e.g. depricate fields)
Manage the folder hierarchies and organization in Gainsight
Monthly ARR Churn Forecasting and Analysis for Finance Team
Monthly 12-Month ARR File Upload scrub and upload into Gainsight system
Creating new fields as requested and adding them to reports as needed
Provision & Deactivate new users
Build/Distribute Email Templates and programs for customer communication
Making system updates/modifications in Gainsight
Requirements
English proficiency
CRM Application skills
Excellent written and verbal communication, strong interpersonal skills
2+ years experience in report/dashboard building/data analysis
Enthusiastic about technology with demonstrated technical capability; experience at a technology company or relevant consultancy
Solid project management skills
Work cross functionally with other teams within ServiceChannel
Strong attention to detail. Ability to accurately capture specific pieces of information (details) and then document these details in the written form.
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