Client Success Operations Analyst

Lancesoft; Pleasanton (CA); Remote; USD 69,000 - 76,000; Part time

Job summary

Lancesoft is seeking a Client Success Operations Analyst to develop metrics from Salesforce, Snowflake, Qlik and Smartsheet, supporting client success from onboarding to engagement. You will leverage MS Excel, PowerPoint, SFDC, ServiceNow, Highspot, and Qlik Sense to ensure data accuracy and drive KPI visibility.

The role emphasizes audits, real-time KPI insights, and collaboration with a Hyderabad-based Backoffice team to deliver insightful metrics for a global client success function.

Qualifications

• Bachelor's or Master's in Data Science is highly desired or equivalent experience.
• Experience in a dynamic, fast-paced tech environment.
• Experience with Highspot, MS Excel, PowerPoint, SharePoint, Smartsheet, ServiceNow, Qlik Sense and SFDC.
• Ability to present data, observations and recommendations based on insights.

Responsibilities

• Collaborate in the preparation of weekly, monthly, quarterly, and year-end reports with timely, error-free delivery.
• Provide real-time KPI insights using Snowflake, Qlik, ServiceNow, SFDC.
• Integrate data from multiple sources to generate metrics and reduce manual data entry.
• Create visualizations in Smartsheet, SFDC, ServiceNow, Highspot and Qlik Sense.
• Partner with Backoffice in Hyderabad, India to provide ad hoc metrics and translate into insights.
• Communicate effectively with internal and external stakeholders, including executive leadership.

Skills

Qlik development

Data analysis

Data visualization

Presentation skills

Education

Bachelor's or Master's in Data Science

Tools

Highspot

MS Excel

PowerPoint

SharePoint

Smartsheet

ServiceNow

Qlik Sense

SFDC

Job description

Role: Client Success Operations Analyst Duration: 6 Months + Extension - 40 Hours per week Location: USA - Remote Pay Range: $50/HR - $55/HR

The *** Client Success Operations Analyst, is a pivotal role responsible for developing metrics utilizing various data sources such as Salesforce, Snowflake, Qlik and Smartsheet. This role leverages tools like MS Excel, PowerPoint, SFDC, ServiceNow (SNOW), Highspot and Qlik Sense to provide crucial support to our client success organization. As a Client Success Operations Analyst, this individual plays a critical role in ensuring the accuracy and consistency of metrics. They bring visibility to Key Performance Indicators (KPIs), deeply understand Global Client Onboarding and Global Client Engagement data, and perform audits to maintain data accuracy, ultimately driving the efficiency of the Global Client Success function, from Onboarding to Client Engagement.

Essential Duties & Responsibilities

• Collaborate in the preparation of weekly, monthly, quarterly, and year-end reports, ensuring their timely and error-free delivery. Provide recommendations and insights ensuring the data tells a story.
• Utilize technology, including Snowflake, Qlik, ServiceNow, SFDC, to provide real-time insights into KPIs.
• Integrate data from various sources (Smartsheet, Excel, SFDC, SharePoint, ServiceNow, etc.) to generate metrics, reducing the need for manual data manipulation and redundant data entry.
• Create various types of visualizations in tools such as Smartsheet, SFDC, ServiceNow, Highspot and Qlik Sense.
• Work in partnership with the Backoffice located in Hyderabad, India to provide ad hoc metrics and translate those metrics into insights.
• Demonstrate the ability to work both independently and collaboratively within a team environment.
• Communicate effectively with internal and external stakeholders, including executive leadserhip.
• Be open to flexible work hours and shifts as required to support and partner with a global team.

Location

US Based

Desired Qualifications Education

Bachelor and/or Master's Degree in Data Science highly desired, or equivalent experience

Skills & Experience

• Qlik development capabilities
• Experience working in a dynamic, fast-paced technological environment.
• Experience working with Highspot, MS Excel, PowerPoint, SharePoint, Smartsheet, ServiceNow, Qlik Sense, and SFDC
• Good Analytical and logical skills
• Ability to present data, provide observations and recommendations based on insights