Role overview
Build the reporting and automation layer for a Customer Success organization. You’ll turn account-health, renewal, adoption, and executive reporting needs into data requirements and repeatable tools, including AI-assisted workflows, while working with teams that own customer data and business systems.
Responsibilities
- Gather stakeholder needs for account health, business reviews, and executive dashboards, then define the required fields and metrics.
- Build reporting and automation on top of a Customer Success data mart, including deterministic data flows and AI or LLM-enabled workflows where useful.
- Automate recurring workflows such as renewal and adoption tracking, ticket triage, and diagnostics across support and business platforms.
- Partner with Business Systems and Security on a secure, auditable access model for Customer Success workflows.
- Maintain data quality and documentation, flagging missing, inconsistent, or governance-sensitive information.
- Coordinate with Customer Success, support, product, engineering, and business systems teams to shape how data reaches everyday tools.
Requirements
- Hands-on experience with Databricks or a comparable modern data platform, including querying, data modeling on governed marts, and metric or semantic views.
- Familiarity with Python or another scripting language for transformation and automation.
- Ability to turn unclear business reporting requests into specific data requirements.
- Understanding of data access governance and security practices, particularly for customer-tenant data.
- Comfort working through ambiguity and partnering with teams that own the broader data warehouse.
- An AI-first approach to evaluating where agentic or LLM-based workflows can replace manual reporting and repetitive work.
Nice to have
- Experience with Salesforce data or customer success platforms such as Totango, Zendesk, or Gainsight.
- Experience automating support workflows and cross-platform integrations.
- Background in cybersecurity, SaaS security, or technical B2B SaaS.
Benefits and work setup
- equity
- a 401(k)
- health
- dental and vision coverage
- flexible paid time off
- paid holidays
- 12 weeks of new-parent or family leave
- professional development resources
Base salary is listed at $120,000-130,000; equity is included, and incentive compensation may apply depending on role or function.