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salesforce dashboards cx_insights retention_analyticsπ Description
- Own end-to-end analysis of escalations, cancellations, and risk indicators.
- Monitor trends by segment, product, region, lifecycle, and reason code.
- Build recurring insight packages for CX, CS, Support, Product, and execs.
- Lead root cause analysis for high-priority themes using Salesforce and feedback.
- Design and maintain a standardized taxonomy for escalation reasons and risk drivers.
- Partner with CS, Product, and Support to identify process gaps and define actions with owners.
π― Requirements
- 5+ years in customer insights, analytics, CX/CS ops; B2B SaaS preferred.
- Strong experience with Salesforce data translating CRM/support/feedback into insights.
- Experience building dashboards and exec-ready reporting.
- Structured root cause analysis linking symptoms to issues.
- Strong communication and storytelling for senior stakeholders.
- Influence cross-functional teams and drive accountability without direct authority.
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