Customer Success Ops Analyst & Process Optimizer

insightsoftware, LLC

North Carolina

Hybrid

USD 65,000 - 81,000

Full time

3 days ago

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Job summary

insightsoftware is seeking a collaborative and data-driven professional to optimize Customer Success processes and operations. You will partner with CS leadership and Digital Success to identify bottlenecks, design frictionless solutions, and drive adoption of improvements that enable the CS team to work smarter and deliver better customer outcomes.

The role emphasizes forecasting, renewal inspection, and operating rhythm, with data analysis from Salesforce, Gong, and other systems to surface

Qualifications

1-3 years experience in a business analytical role or similar.
Familiarity with Customer Success operations, KPIs, and processes.
Salesforce experience required; strong Excel skills essential.
Analytical mindset with ability to surface actionable insights.

Responsibilities

Design and implement improvements to streamline CS operations and reduce friction.
Maintain and update process documentation as the CS team evolves.
Support the development, documentation, and management of core CS business processes (forecasting, renewal inspection, operating rhythm).
Pull data from Salesforce, Gong, and other systems to surface insights on CS activity and customer engagement.
Collaborate with CS leadership to identify gaps in metrics and reporting; support tool implementations.