Customer Success Operations Lead | Power BI & CRM

Lead Forensics; Portsmouth; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Self-development budget

Progression opportunities

Hybrid working arrangement

2 paid charity volunteering days

Job summary

Lead Forensics is seeking an Operations Analyst in Portsmouth to optimise Power BI reporting and manage the Customer Success CSP (Planhat). You will build and maintain reporting frameworks, enabling visibility into retention, churn, expansion and activity across CS, Operations and Enablement teams.

You will balance independent work with cross-functional initiatives, ensuring data accuracy and timely insights for senior leadership.

Qualifications

• Proficiency with Power BI dashboards and data visuals.
• Experience in CRM data structures, fields and workflows.
• Ability to translate data into actionable insights for leadership.
• Attention to detail and high data accuracy.

Responsibilities

• Oversee and manage the Customer Success CSP (Planhat) data structures and integrity.
• Build, maintain, and optimize Power BI dashboards and reporting suites.
• Deliver regular and ad-hoc reporting to Customer Success leadership.
• Define and monitor KPIs for the Customer Success function and data accuracy across systems.
• Collaborate with CS, Sales, Marketing, Finance and Internal Systems teams.
• Support onboarding of new processes and tools and improve reporting frameworks.

Skills

Power BI

CRM systems

Dashboards

Data analysis

Data accuracy

SaaS metrics

Stakeholder mgmt

Time management

Commercial awareness

Job description

Lead Forensics is seeking an Operations Analyst in Portsmouth to optimise Power BI reporting and manage the Customer Success CSP (Planhat). You will build and maintain reporting frameworks, enabling visibility into retention, churn, expansion and activity across CS, Operations and Enablement teams.

You will balance independent work with cross-functional initiatives, ensuring data accuracy and timely insights for senior leadership.