Customer Success Strategy & Operations Analytics

Edmentum; Oregon; Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Time away program

Volunteer time away

Winter office closure

Job summary

Edmentum is a remote-first educator-focused company delivering tech-enabled learning solutions. We seek a BI/data analytics professional to design dashboards, model health scores, and surface renewal insights across CRM and CS platforms.

You will partner with Revenue Operations, Finance, and Data Ops to ensure data quality and consistent reporting. This role requires 3+ years in BI or CX operations, strong Excel/SQL skills, and experience with Salesforce, Tableau, or Power BI.

Qualifications

• Experience in BI, data analytics, or CX operations.
• Proficiency in Excel, SQL, and data modeling.
• Experience building dashboards in Tableau or Power BI.
• Salesforce for CRM reporting and data management.
• Familiarity with Planhat or Gainsight preferred.
• Knowledge of predictive analytics, health scoring, or retention modeling preferred.
• Ability to translate data into clear executive-level insights.
• Attention to data accuracy, reconciliation, and documentation.

Responsibilities

• Design and maintain dashboards, reports, and a CS metric dictionary for leadership visibility into customer health across CRM/CS platforms.
• Build renewal risk reporting frameworks, including longitudinal risk tracking, to surface at-risk customers before churn.
• Develop and refine customer health score models and provide data-driven recommendations to CS leadership.
• Analyze implementation and adoption data across accounts, correlating with health scores and renewal rates to inform CS strategy and product decisions.
• Identify leading indicators of churn risk and deliver clear guidance for CS teams.
• Own executive-level reporting for key customer segments and renewal cohorts with data integrity and narrative.
• Partner with Revenue Ops, Finance, and Data Ops to align reporting definitions and improve upstream data quality.

Skills

Excel

SQL

Data modeling

Dashboard design

Analytical thinking

Executive communication

Cross-functional teamwork

Tools

Salesforce

Tableau

Power BI

Planhat

Gainsight

Job description

WHO WE AREEdmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. Our goal is to ensure that all students have access to flexible learning environments and educators have the tools they need to support their students. We are on a mission to create innovative, proven learning technology, partnering with educators to ignite student potential. We are a Remote First organization with a strong commitment to excellence, innovation, and customer satisfaction.

What You'll Do

• Design and maintain scalable dashboards, reports, and a CS metric dictionary that give leadership clear, consistent visibility into customer health and performance across CRM and customer success platforms.
• Build and manage renewal risk reporting frameworks, including longitudinal risk tracking, to surface at-risk customers before they become churn events.
• Develop and refine customer health score models, analyze their predictive impact on renewal forecasting, and bring data-driven recommendations to CS leadership.
• Analyze implementation and adoption data across accounts, correlating outcomes with health scores and renewal rates to inform both CS strategy and product decisions.
• Identify leading indicators of churn risk through historical data analysis and deliver findings as clear, actionable guidance for CS teams.
• Own executive-level reporting for key customer segments and renewal cohorts, combining data integrity with compelling narrative.
• Partner with Revenue Operations, Finance, and Data Operations to align reporting definitions, resolve cross-system inconsistencies, and strengthen the upstream data quality the entire team depends on.

Who You Are

• You have 3+ years of experience in business intelligence, data analytics, or CX operations, and you know how to turn raw data into reliable insight.
• You are proficient in Excel, SQL, and data modeling, and have experience building polished, scalable dashboards in Tableau, Power BI, or a comparable platform.
• You have hands-on Salesforce experience for CRM reporting and data management.
• You have a strong analytical mindset and can communicate complex findings clearly to both technical peers and non-technical executives.
• You are detail-oriented, holding a consistently high bar for data accuracy, reconciliation, and documentation.
• You are experienced collaborating across cross-functional teams and adapt your communication style to fit your audience.
• You have experience with QA validation processes and know how to build reporting workflows that others can trust and audit.
• You have familiarity with customer success platforms such as Planhat or Gainsight (preferred).
• You have experience with predictive analytics, health scoring, or retention risk modeling (preferred).
• You have knowledge of longitudinal data tracking, time-series analysis, or implementation analytics (preferred).
• You are passionate about education and excited to contribute to a mission-driven company.
• You are willing to take on evolving responsibilities based on business needs.

Job Application Deadline: November 15, 2026Pay range for this role:$110,000—$120,000 USD

We also offer a comprehensive benefits package to support your overall well-being and work-life balance. This includes medical, dental, and vision insurance with various plan options, a 401(k) retirement plan with company matching, and a time away program, volunteer time away, and a winter office closure at the end of December. Additionally, we provide resources to promote wellness, ensuring you have the support you need both professionally and personally. Our goal is to provide a benefits package that helps you thrive in all aspects of life.

Edmentum is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, ancestry, sex, age, disability, status as a disabled, recently separated, Armed Forces service medal or other protected veteran ("covered veteran"), marital status, status regarding public assistance, sexual orientation or any other characteristic protected by applicable federal, state or local laws.