Senior Customer Success Data & Forecasting Analyst (Hybrid)

SurveyMonkey; Ottawa; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

A leading survey platform is seeking a Senior Customer Success Business Analyst in Ottawa, Canada. In this role, you'll support the CS leadership team by providing key metrics and efficient forecasting strategies. Responsibilities include designing reporting tools, analyzing data for strategic action, and collaborating across teams using platforms like Salesforce. Ideal candidates have over 5 years of experience in a SaaS environment and strong technical and communication skills. Join us to make impactful decisions in a hybrid work environment.

Benefits

Flexible work environment

Hybrid work options

Inclusivity programs

Qualifications

• 5+ years of experience in Customer Success, Sales, or Marketing Operations within a SaaS environment.
• Strong command of CS metrics including Net/Gross Retention, revenue, bookings, and product usage.
• Advanced skillset in Excel, BI tools, Salesforce, and Gainsight.

Responsibilities

• Lead forecast reporting for pipeline meetings.
• Design and maintain scalable reporting tools/dashboards.
• Analyze complex data to diagnose issues.

Skills

Customer Success

Sales Operations

Marketing Operations

Data Analysis

Strong Communication

Tools

Salesforce

Gainsight

Excel

Business Intelligence tools

Job description

A leading survey platform is seeking a Senior Customer Success Business Analyst in Ottawa, Canada. In this role, you'll support the CS leadership team by providing key metrics and efficient forecasting strategies. Responsibilities include designing reporting tools, analyzing data for strategic action, and collaborating across teams using platforms like Salesforce. Ideal candidates have over 5 years of experience in a SaaS environment and strong technical and communication skills. Join us to make impactful decisions in a hybrid work environment.