
Customer Success Strategist
3 days ago
Job Overview
\We are seeking a skilled and analytical professional to join our team as a Business Analyst. The ideal candidate will have a strong background in data analysis, business intelligence, and customer success.
\- Key Responsibilities:
- Data Preparation and Analysis: Extract and analyze platform usage, adoption trends, and value metrics to create insights-driven customer deliverables.
- Prepare data-backed presentations by collaborating with Customer Success and Account Managers highlighting usage trends, platform benefits, cost savings and maturity assessments.
- Operational Support for Reviews: Prepare slides and data points for Monthly Adoption Reviews and QBRs.
- Collaborate with account teams to tailor content based on customer-specific needs.
- Value Assessments: Conduct structured value assessments to showcase the business outcomes achieved through Boomi.
- Develop and curate findings tied to documented outcomes using reference metrics like cost avoidance and ROI.
- Insights and Contextual Updates: Provide commentary on trends, usage updates, and contextualized feature recommendations based on customer activity and platform changes as well as industry trends and point of views.
- Scalable Processes: Work on a mix of automated and augmented processes to ensure consistent high-value engagement across accounts.
- Leverage tools and processes to streamline data-driven insights and support scaled success initiatives.
- Standardize best practices for adoption and value realization discussions.
Requirements
\Experience
\- 5+ years of background in Customer Success, Advisory, Data or Business Analysis, or related roles.
- Proficiency in data analysis and creating presentations for executive-level discussions.
- Analytical mindset with attention to detail and the ability to contextualize data into actionable insights.
- Excellent collaboration, communication and organizational skills to work with cross-functional teams.
- Familiarity with SaaS platforms and value realization methodologies including tools like PowerBI/Tableau, Gainsight, Salesforce and business intelligence platforms
- Knowledge of cost optimization and ROI analysis in technology solutions.
Qualifications
\Education: Bachelor s degree or diploma in fields such as Business Administration, Computer Science, Information Systems, or related disciplines.
\Certifications
\Have or achieve full Boomi Developer, Architect, and Administrator certifications within the first two months of employment.
\Certifications in Data Analysis or Data Science vocational courses
\-
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