Related skills
data analysis salesforce sql dashboards gainsightπ Description
- Planhat ownership: automations, dashboards, data quality, and platform health
- Develop self-service reporting for CS managers to access metrics
- Maintain data quality across CS systems and integrations
- Partner with frontline CS managers to design scalable processes
- Refine lifecycle processes: sales-to-CS handoff, QBR cadences, renewal workflows
- Drive strategic initiatives: customer health scoring, NPS programs, and CSQL motion
π― Requirements
- 2-4 years in an analytical role (CS Ops, RevOps, or analytics)
- Experience administering or working with Salesforce, Gainsight, Planhat, or similar
- SQL or technical querying skills
- Strong data analysis and dashboard-building skills
- Ability to build trust and work independently with cross-functional stakeholders
- Experience implementing NPS/CSAT survey programs
π Benefits
- Equity included
- Remote work in EST or CST
- Foundational role building CX Ops from the ground up
- Growth and learning opportunities
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