Senior Operations Data Analyst, Post Sales Delivery

Build and maintain dashboards for CSG leadership, including models & metrics related to renewals, churn predictions, account health, resource and capacity planning, budgeting and forecasting.

Conduct analysis on account segmentation, capacity planning, and coverage models, to support continuous planning cycles.

Ensure data structures are optimized for accurate reporting, analysis and insights, to identify and address operational inefficiencies, and for reporting to CSG Leadership.

CSG Compensation design, planning and reporting for monthly and quarterly cycles.

CSG Department and individual performance KPIs reporting for weekly, monthly and QBR reviews

Develop, document, and maintain CSG standard operating procedures (SOPs) and policies for data collection, storage, and reporting to drive efficiencies across teams

Support the enablement of Customer Success Group methodologies, including process workflow documentation and policy development.

Partner with cross-functional teams: CIO organization (IS/BI/CoE), Sales Ops, Marketing Ops, Partners Ops, Deal Desk, Finance and Compensation teams.

Manage CSG Ops requests queue and troubleshoot operational issues as they surface

Strategize and leverage AI capabilities for key business practices to improve quality and efficiency for post sales functions.

Must have minimum 3 years experience in Data Analytics, with at least 2 years in a Post Sales Delivery capacity (Professional Services, Partners or TAMs organizations) in a SaaS environment

Must have advanced AI capabilities (preferable in Gemini & Claude)

Must have advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching),

Must have advanced Salesforce data structure knowledge, full data structure understanding, complex dashboards and reports, custom report types, calculated fields, workflows, formula fields. Lightning experience preferred

Optional: Anaplan experience for business planning purposes and Certinia for engagements data management

Self-starter with the ability to take ownership while navigating in an ever-shifting environment

Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights

Experience providing Quantitative Data and Financial Analysis to leadership for informed decision making

Bachelor’s degree or equivalent work experience required.