Job Description The Role (Job Summary) NDigital Customer Success delivers structured, scalable Customer Success for customers who sit outside dedicated one-to-one Customer Success Manager coverage, using data, analytics, community and targeted outreach to drive consistent value realisation. In this role you will own the account-intelligence and renewal-risk engine for the function. You will turn multi-source customer data into repeatable account health reviews, early-warning and risk analysis, renewal-risk reporting and CRM health narratives that help account teams identify and act on adoption or renewal risk early. The role combines hands-on analysis with process ownership, data quality, cross-functional coordination and automation readiness, working from our Pune delivery centre in support of customers across APAC, EMEA and the Americas. N Your Impact (Job Description) Nn Account health reviews: Build standardised customer-health and account reviews that combine renewal timing, product usage and entitlement, support activity, training and certification, version adoption and customer sentiment into clear strengths, risks and recommended actions. N Early-warning and risk analysis: Maintain and refresh the risk model — inputs, logic, thresholds and High/Medium/Low tiering — validating outputs and distinguishing genuine customer risk from data gaps. N Portfolio and segmentation: Maintain the account portfolio and priority segments using segmentation rules, renewal timing, risk triggers and leadership inputs. N Renewal intelligence: Track renewal cohorts, surface issues early enough for action, and prepare account-level inputs for regional renewal reviews. N Risk and leadershipreporting: Produce account-level and portfolio risk reporting for account teams and leadership,



including data-quality caveats and recommended follow-up. N CRM health narratives: Draft and maintain concise health, next-step and risk entries in the CRM, aligned to the risk output and regional review cadence. N Data and source management: Extract, reconcile and quality-check data from CRM, BI tools and usage, support, training, version and survey sources, and coordinate closure of missing-data gaps. N Cross-functional collaboration: Partner with Strategic Account Managers, Solution Consultants and Customer Success Operations to validate account context and recommended actions, without changing account ownership. N Documentation and controls: Maintain source links, data definitions, standard operating procedures, quality checks, templates and cadence calendars so processes are repeatable and auditable. N Automation and enablement: Help translate reviews, risk reporting and narrative processes into scalable, automated workflows on a Customer Success platform while preserving data quality and controls. Nn What You’ll Need (Additional Job Description) N Years of Experience N3–6 years of experience in Customer Success operations, renewal or customer-health analytics, business or data analytics, or a comparable role, preferably within a B2B enterprise software or industrial software workplace. N Education nBachelor’s degree in Engineering, Analytics, Business,



Information Systems or a related discipline. Equivalent relevant experience will also be considered. N Technical Skills Nn Advanced Excel and strong data-handling capability across multiple large data sources. N Hands-on experience with a business intelligence tool such as Power BI, including building and maintaining reports and dashboards. N Experience working withCRM data; Salesforce strongly preferred. N Ability to reconcile multiple data sources and translate complex account data into a concise, defensible narrative with actionable recommendations. N Working understanding of customer health, product adoption, churn and attrition risk, renewals and Customer Success operating models. N Desirable: experience with a Customer Success platform (for example Gainsight), data-warehouse extracts (for example Snowflake), Power Query, SQL or basic scripting and automation. N Desirable: experience developing health scores, early-warning models, renewal dashboards or executive-level account reviews. Nn Soft Skills Nn High attention todetail, with a strong focus on data integrity and source traceability. N Structured and disciplined approach to documentation, process ownership and recurring delivery cadences. N Clear written and verbal communication, with the ability to present analysis and recommendations to account teams and senior leadership. N Strong cross-functionalcollaboration skills and comfort working with global stakeholders across time zones. N Self-starter who can manage competing priorities, work independently and escalate appropriately. N Analytical and curious mindset, with a bias towards simplification, standardisation and automation. N

📌 Digital Customer Success Analyst / Specialist - Insights & Renewal Intelligence (Pune)
🏢 aspen technology
📍 Pune