
Customer Success Strategist
12 hours ago
Digital transformation demands a Customer Success Strategist who can drive efficiency and effectiveness in our Customer Success (CS) team. This role will focus on leveraging data-driven insights, process automation, tool optimization, and cross-functional collaboration to enhance customer retention, reduce churn, and improve overall customer engagement.
Key Responsibilities:- Data & Analytics for CS Strategy
- Define, track, and analyze key customer health metrics such as retention, churn, and Net Dollar Retention (NDR).
- Provide actionable insights and reporting on CS performance, customer behavior, and key trends.
- Segment customers to enable personalized engagement strategies.
- Tool & Process Optimization
- Own and optimize Customer Success tools to streamline CS operations efficiently.
- Implement and automate workflows (e.g., lifecycle playbooks, alerts) to scale CS processes seamlessly.
- Ensure accurate and reliable data integrity across all systems.
- Cross-functional Collaboration
- Work closely with Customer Success, Marketing, Product, and Platform Ops teams to develop targeted customer onboarding and engagement initiatives.
- Facilitate smooth handoffs between Sales → Onboarding → Customer Success to ensure seamless customer experiences.
- Deliver data-driven insights to the Customer Success team to enhance customer experience and feature adoption.
- Customer Journey & Retention Strategies
- Design customer engagement frameworks primarily focused on Revenue Growth and Net Dollar Retention (e.g., onboarding programs, automated playbooks).
- Track adoption and engagement trends to proactively identify churn risks and opportunities.
- Support CSMs in upsell and expansion opportunities through predictive analytics.
- Reporting & Forecasting
- Build dashboards and reports for Customer Success leadership to track customer success impact, mapped to the KPIs for the function.
- Forecast churn risk, expansion revenue, and retention trends to inform business decisions.
- Measure and report on customer feedback metrics (CSAT, NPS, CES).
- A minimum of 5 years of experience in a Customer Success Operations, Revenue Operations, or Business Operations role.
- Strong expertise with CS tools such as ChurnZero, Gainsight, Power BI.
- Experience in data analysis, segmentation, and reporting (Excel, SQL, or BI tools like Tableau or Looker).
- Proven ability to automate workflows and playbooks to scale CS processes efficiently.
- Strong understanding of customer retention, churn analysis, and expansion strategies.
- Ability to work effectively with cross-functional teams, including Sales, Marketing, and Product & Engineering.
- Excellent communication skills to translate data-driven insights into actionable strategies.
- Knowledge of customer feedback frameworks (CSAT, NPS, CES) is an asset.
- We empower innovation.
- We prioritize employee development.
- We value well-being.
- We recognize individual contributions.
- We foster diversity and inclusion.
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