Remote Data-Driven Customer Success Analyst

Bilinguallink; Boucherville; Remote; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Mentorship and development

Extended medical & dental benefits

Healthcare spending account

Wellbeing Spending Account

Employee assistance program (EAP)

Unlimited Time Off

Job summary

Cardata is seeking a Customer Success Associate to support the ongoing management of customer programs through reporting, analysis and audits. You’ll partner with CSMs to prepare for program reviews, renewals and expansion conversations by providing accurate analysis and clear customer impact.

This role provides exposure to Cardata’s reimbursement programs and reporting tools, with growth toward a future CSM role in a fast-paced, data-driven environment.

Qualifications

• 1–3 years of experience in an operations, reporting or data-focused role.
• Strong working knowledge of Excel, including cleaning and comparing data, using pivot tables and writing formulas.
• Strong attention to detail and a commitment to accurate work; you use formulas, cross-checks and other methods to verify results, and question numbers that do not make sense
• Strong active listening and collaboration skills; you can understand a request, ask the right questions and clarify what the analysis needs to answer
• The ability to manage competing deadlines, communicate progress and set clear expectations with colleagues about delivery
• Strong curiosity about what the data means for a customer’s program and the ability to explain findings clearly
• Learning agility and an interest in developing deep knowledge of Cardata’s products, reporting tools and reimbursement programs

Responsibilities

• Partner with CSMs to understand the goals of upcoming renewals, program reviews, quarterly business reviews and audits, and clarify the data needed for each
• Become an expert in Cardata’s reporting tools, using them to set up and prepare accurate reports
• Use Excel to clean, compare and analyze program data, investigate discrepancies and verify your results
• Prepare mileage band audits, running rate analyses and other reports that help CSMs assess program performance
• Work with CSMs to interpret findings and shape the story, recommendations and customer impact they will bring into presentations and conversations
• Create ad hoc reports for customer needs and document recurring reporting requirements

Skills

Excel proficiency

Data analysis

Attention to detail

Active listening

Collaboration

Deadline management

Learning agility

Tools

Pivot tables

Formulas

Job description

Cardata is seeking a Customer Success Associate to support the ongoing management of customer programs through reporting, analysis and audits. You’ll partner with CSMs to prepare for program reviews, renewals and expansion conversations by providing accurate analysis and clear customer impact.

This role provides exposure to Cardata’s reimbursement programs and reporting tools, with growth toward a future CSM role in a fast-paced, data-driven environment.