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forecasting salesforce ai excel bi tools📋 Description
- Forecasting & Strategy: Lead forecast reporting for CS pipeline meetings and strategic analysis.
- Dashboard Management: Design and maintain dashboards to track operational metrics.
- Data-Driven Insights: Analyze data to diagnose issues and drive executive decisions.
- Tech Stack Management: Use Salesforce, Gainsight, Gong to generate CS analytics.
- Process Deployment: Collaborate with Finance, Sales Ops, and Systems to deploy CS processes.
🎯 Requirements
- Experience: 3+ years in CS, Sales, or Marketing Ops within SaaS.
- Metrics Mastery: CS metrics incl. retention, revenue, bookings, and usage.
- Technical Skills: Advanced Excel, Salesforce, Gainsight; AI data tools a plus.
- Curious problem-solver with a data-driven mindset.
- Soft Skills: Strong communicator and cross-team collaborator across time zones.
🎁 Benefits
- Hybrid work environment; in-office up to 1 day per week.
- Medical, dental, vision, life, and disability insurance.
- RRSP matching.
- Flexible spending and health savings account.
- Paid holidays and paid time off.
- Employee assistance program.
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