The Customer Success Specialist will support Company's global Customer Success organization by delivering customized analytics and reporting for customer value reviews. The role involves receiving intake requests from Customer Success Managers (CSMs), pulling and customizing pre-existing SQL-based reports, creating data visualizations, and providing insights that demonstrate customer ROI from Company products. The position supports large, complex customers requiring analysis beyond standard automated reporting capabilities. The role is based in Bangalore and operates primarily in collaboration with Customer Success teams globally.
Responsibilities:
- Receive and manage analytics requests through an intake process.
- Pull, modify, and execute existing SQL queries to generate customized reports.
- Analyze customer usage and ROI data to support Customer Success Managers.
- Create and refine data visualizations and presentations using established templates.
- Translate analytical findings into clear business stories for executive audiences.
- Prioritize and manage multiple requests while maintaining quick turnaround times.
- Track work progress, ticket status, and capacity metrics within established systems and workflows.
- Partner with Customer Success Managers to clarify reporting requirements when needed.
- Support high-value,
complex customer accounts through customized analytical insights.
Requirements:
- Minimum 2 years of hands-on SQL and data analysis experience in a business environment.
- Experience working with stakeholders and handling multiple concurrent requests.
- Ability to work independently with minimal ramp-up time.
Required Skills:
- Strong SQL skills with the ability to modify and manipulate existing queries.
- Advanced Excel proficiency for data analysis and reporting.
- PowerPoint skills for creating executive-ready presentations and visualizations.
- Experience in data analysis and reporting within a business environment.
- Ability to transform complex data into clear business insights and recommendations.
- Robust prioritization and time management skills in a high-volume environment.
- Strong communication and stakeholder management skills.
Preferred Skills:
- Experience supporting Sales or Customer Success organizations.
- Experience in technology/SaaS environments.
- Exposure to data visualization tools such as Power BI or Tableau (nice-to-have only).
- Experience presenting analysis to executive or non-technical audiences.
- Strong business acumen and ability to manage urgency-driven requests.