Job highlights

- Bachelors Degree in a relevant IT field or equivalent work experience.

- Minimum Qualifications

- Minimum 1 year of experience with Salesforce or equivalent CRM.

- Experience with Gmail and Google Docs.

- Experience with MS Office (Word and Excel).

- Experience with web browsers (Chrome,Internet Explorer,etc.).

Job Summary The Customer Success Operations Analyst will work with the CSM Operations Manager to create scalable processes that ensure best practices and efficiencies in the Customer Success arena. This position will conduct complex data analyses that will be used to help key stakeholders make strategic decisions regarding the organization.

Please submit your resume in English.

Responsibilities

- Establish and maintain scalable processes that ensure best practices in understanding and reporting on customer health

- Create and maintain metrics reports/dashboards on determined KPIs for the Customer Success area

- Analyze Salesforce data to develop insights and make recommendations on areas for optimization

- Monitor and maintain data quality within the systems and reporting used by Customer Success

- Evaluate and implement new technologies and add-on applications to improve and optimize performance





- Facilitate the growth of the Customer Success team via splits of Salesforce accounts and opportunities

- Assist the CSM Operations Manager with requirements gathering from stakeholders to identify full requests/needs for projects

Minimum Qualifications

- Bachelor's Degree in a relevant IT field or equivalent work experience

- Minimum 1 year of experience with Salesforce or equivalent CRM

- Experience with Gmail and Google Docs

- Experience with MS Office (Word and Excel)

- Experience with web browsers (Chrome, Internet Explorer, etc.)

- Strong verbal and written communications

- Excellent time management and organization skills

- Proficiency in Salesforce or equivalent CRM

- Strong analytical skills (including mastery of Microsoft Excel) and experience with reporting and data analysis.

- Proficiency in system/workflow analysis

- Ability to manage multiple projects at the same time in a quick-paced environment.

- Technically capable, excellent communicator, and a desire to improve processes.

- Team Player

- Ability to work autonomously

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 CSM Operations Analyst (Bengaluru)
🏢 KnowBe4
📍 Bengaluru