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Customer Success Operations Analyst, Workvivo

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Zoom

3mo ago

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Data
  • Cork

AI generated summary

  • You need 3+ years as an analyst, strong communication and problem-solving skills, Excel proficiency, SaaS knowledge, CRM experience, and a track record of impactful data projects.
  • You will manage customer intake workflows, create reports, analyze data, improve processes, optimize tools, and ensure best practices and data integrity in business systems.

Requirements

  • 3+ years' experience in an analyst function in sales, support, customer success or services. 2+ in customer success or PMO is desirable.
  • Have excellent active listening and written and verbal communication skills.
  • Demonstrate critical thinking and problem-solving skills.
  • Track record of owning and executing your projects from start to finish.
  • Be able to perform advanced analysis in Microsoft Excel and Google Sheets.
  • Be able to understand SaaS business metrics and business models.
  • Experience of data driven projects that have made an impact on the business.
  • Be able to adapt and and prioritize based on business needs.
  • Experience training others on tools or processes.
  • Experience as end user of a CRM or marketing automation system such as Salesforce and Gainsight.

Responsibilities

  • Responsibilities include supporting the intake process for new customers and managing workflows in our CRM. You will help improve performance through report creation, data analysis and process improvement. You will support the optimization of reports and tools and help develop customer success strategies. You will ensure business systems best practice and data integrity.

FAQs

What is the primary goal of the Customer Success Operations Analyst role?

The primary goal is to help efficiently scale the Customer Experience (CX) department while meeting customer KPIs through report creation, data analysis, and process improvement.

What experience is required for this position?

Candidates should have 3+ years of experience in an analyst function in sales, support, customer success, or services, with at least 2 years in customer success or PMO being desirable.

What skills are necessary for this role?

Necessary skills include excellent active listening and communication, critical thinking and problem-solving abilities, advanced analysis proficiency in Microsoft Excel and Google Sheets, and experience with SaaS business metrics.

Is experience with CRM systems required?

Yes, experience as an end user of a CRM or marketing automation system, such as Salesforce and Gainsight, is required.

What types of projects should candidates have experience with?

Candidates should have experience with data-driven projects that have made a significant impact on the business.

What is the work environment for this role?

The role operates in a structured hybrid work environment, allowing for a combination of office and remote work.

Are there opportunities for professional development?

Yes, the role offers opportunities to work across teams to deliver impactful projects and advance careers in a diverse, inclusive environment.

What is the company’s stance on diversity and inclusion?

The company is committed to diversity and inclusion and does not discriminate based on race, religion, nationality, gender identity, sexual orientation, age, or disability status.

What benefits does the company offer?

The company offers a benefits program that includes various perks aimed at supporting employees' physical, mental, emotional, and financial health, as well as work-life balance.

How does the company handle accommodation requests?

The company has a process in place for applicants requiring accommodations due to qualifying medical disabilities, and a specific Accommodations Request Form can be submitted for assistance.

Bringing the world together, one connection at a time.

Technology
Industry
5001-10,000
Employees
2011
Founded Year

Mission & Purpose

Zoom is a leading provider of video communication and collaboration solutions. Their platform allows people to connect and communicate remotely through high-quality video and audio conferencing, online meetings, webinars, and virtual events. With a user-friendly interface and robust features, Zoom enables individuals and organisations to stay connected, collaborate effectively, and engage with others regardless of their location. Zoom's ultimate mission is to make video communications frictionless and accessible to everyone, empowering people to connect, communicate, and collaborate seamlessly across the globe.

Benefits

  • Employee Stock Purchase Plan (ESPP)

  • Long-Term Sickness & Disability: 75% of basic annual salary after 13 weeks of incapacity

  • Cash Plan: reimbursement for out-of-pocket expenses relating to healthcare needs such as dental and optical

  • Private Medical (fully medically underwritten): includes inpatient, outpatient, and virtual GP services. This plan includes Vitality Wellness and discount programs.

  • Employee Assistance Program (EAP) including emotional support, financial resources and legal guidance