Customer Operations Analyst, insightsoftware
More information about location
Connected solutions for the office of the CFO
Be an early applicant
Connected solutions for the office of the CFO
1001+ employees
Be an early applicant
More information about location
1001+ employees
Company mission
To empower organizations with the financial confidence to achieve greatness.
Role
Who you are
- We are looking for a collaborative, data-driven and creative problem-solver who loves diving into the details
- The ideal candidate will possess deep expertise in business processes across the customer lifecycle and strong analytical skills with the ability to influence decision-making
- Drive & Discipline – ability to focus and work hard to achieve the right results
- Analytical – ability to consume and make business sense of large amounts of data
- Integrity – high ethical standards and doing the right thing even when others aren’t looking
- Mental agility – a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems
- Detail-orientation – be thorough and consistently deliver high quality work
- 2+ years experience in a business analytical role, ideally in Business Operations / Sales Operations
- Strong business acumen and interpersonal skills
- Experience with Customer Success Retention reporting, common KPIs, and analytics
- 1+ years Salesforce experience (required)
- Superb Excel skills
- Highly analytical and data driven
- Comprehensive project management skills - organized, collaborative, and commutative problem solver
- Proactive, resourceful, and adaptable - someone who thrives in an autonomous and continuously evolving work environment
- Knowledge of Totango, SFDC CPQ, PowerBI and other related tools a plus
What the job involves
- The ideal candidate will lead and design executive level business reports to track the team’s execution on Retention KPIs to enable data-driven decision making and promote strategic business planning
- She/he/they will be the key facilitator for tracking the team’s progress against its main goals and you will become a key focal point for building and improving key business processes
- Lead the analysis and development of the team’s KPIs to accurately track Customer Success, and team’s performance and execution
- Initiate, own, and design executive level business reports for the Customer Success organization. Includes reporting on retention (achieved and forecasted), customer health, and churn reasons
- Improve existing internal processes and create new process that improve the team’s work, efficiency and management
- Collaborate with our Business Systems team to enhance source systems (i.e. Salesforce) to allow data to be captured and extracted in meaningful ways
- Work cross-functionally with other departments to define processes that improve efficiency, performance management and client satisfaction
- Proactively learn about industry best practices, bring new ideas to the Customer Success organization about how to drive growth and customer outcomes
- Collaborate with various teams such as Finance, BI, Product, and Operations to generate a holistic picture of our performance
- Support CS leadership with ad-hoc, cross-functional projects as needed
Our take
With a goal to support efficiency in the office of the CFO, insightsoftware delivers solutions for finance, accounting, and operations. Its extensive offerings help users turn information into insights so that they can more strategically drive the success of their organizations.
The company boasts a global footprint and a host of positive case studies from clients across industries - a clear indicator that it is doing something right. The trend towards data-led operations has no doubt helped the company grow, as more and more leaders look to streamline their operations and unlock those crucial, competitive insights.
Lately, insightsoftware has been enhancing its offerings through a list of acquisitions, integrating capabilities such as business intelligence, improved analytics and new automations. Most recently, it acquired LeaseAccelerator which enhances its lease accounting and administration solutions as well as bolstering its US presence.
Steph
Company Specialist
Insights
Few candidates hear
back within 2 weeks
Company
Funding (last 2 of 7 rounds)
Jul 2021
$1bn
GROWTH EQUITY VC
Nov 2017
$12m
SERIES D
Total funding: $1.1bn
Company values
- Results Orientation: I recognize results trump effort and drive successful outcomes
- Winning Attitude: I work hard, persevere, and get the job done with a positive attitude
- Be One Team: We are better together and win as a team
- Disciplined Execution: I always do what I say I’m going to do and demonstrate extreme ownership
- Growth Mindset: I always look for ways to challenge myself, learn, and find better ways to work
Company HQ
North Raleigh, Raleigh, NC
Articles
Leadership
Michael Sullivan
(CEO, not founder)Former CEO of Acquia. Was also the SVP and General Manager of SaaS and Information Management at Micro Focus as well as the CEO of Autonomy Protect at HP Autonomy.
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