Senior Customer Success Data & Forecasting Strategist

SurveyMonkey; Ottawa; Hybrid; CAD 75,000 - 90,000; Full time

Job summary

A leading survey platform based in Ottawa is seeking a Sr. Data Analyst to support the Customer Success leadership team. Responsibilities include leading forecast reporting, designing dashboards, and providing data-driven insights to guide operational planning. The ideal candidate will have over 5 years of experience in Customer Success or Sales Operations within a SaaS environment. Skills in Salesforce, Gainsight, and BI tools are essential. The role involves hybrid work, requiring presence in the office up to 1 day per week.

Benefits

Flexible work environment

Hybrid work model

Employee development programs

Qualifications

• 5+ years experience in a Customer Success, Sales, or Marketing Operations role within a SaaS environment.
• Strong command of Customer Success metrics including Net/Gross Retention.
• Advanced Excel and BI tools skills.

Responsibilities

• Lead forecast reporting and provide strategic analysis to CS leadership.
• Design and maintain scalable reporting tools and dashboards.
• Analyze data to inform strategic actions and decisions.

Skills

Customer Success

Sales Operations

Marketing Operations

Data Analysis

Communication

Tools

Salesforce

Gainsight

Excel

BI tools

Job description

A leading survey platform based in Ottawa is seeking a Sr. Data Analyst to support the Customer Success leadership team. Responsibilities include leading forecast reporting, designing dashboards, and providing data-driven insights to guide operational planning. The ideal candidate will have over 5 years of experience in Customer Success or Sales Operations within a SaaS environment. Skills in Salesforce, Gainsight, and BI tools are essential. The role involves hybrid work, requiring presence in the office up to 1 day per week.