Customer Success Analyst
4 days ago
Client is a fast-growing AI-powered Source-to-Pay platform. With lightning-fast deployment, a new digital front door for everyone to converse with the information you need, and plug-and-play integration, client rapidly turns scattered, unmanaged spend into managed spend, which becomes actionable spend and ultimately, tangible savings. We're passionate about helping our customers succeed and are looking for a dedicated
Customer Success Analyst
to join our team and help drive user satisfaction, retention, and long-term growth.
Role Overview
As a Customer Success Analyst, you'll be the part of the customer success team to help create knowledge base, FAQ's, maintain customer relationship system, and successfully onboard new customers post-sale. Your mission is to ensure they derive maximum value from our product, achieve their desired outcomes, and have a seamless, positive experience. You'll play a key role in onboarding, support, customer education, and renewal strategies.
Key Responsibilities
- Act as a trusted advisor to customers, guiding them through onboarding, product adoption, and usage best practices.
- Proactively manage customer relationships and develop strategies for engagement, retention, and satisfaction.
- Build and maintain a scalable knowledge base, including FAQs, help guides, and tutorial content.
- Create and execute customer success email campaigns (e.g., onboarding series, product updates, renewal reminders).
- Monitor key customer health metrics and take action on churn risks or upsell opportunities.
- Collaborate with Sales, Product, and Support teams to provide feedback and improve the customer experience.
- Maintain accurate records of customer interactions and insights in HubSpot and other customer success platforms.
Requirements
- Bachelor's degree in business, Communications, Marketing, or related field.
- 2+ years of experience
in a Customer Success, Account Management, or Customer Support role at a SaaS company. - Demonstrated experience setting up and managing customer-facing knowledge bases and educational content.
- Proven ability to craft engaging and strategic customer success emails and campaigns.
- Strong verbal and written communication skills with a proactive, empathetic approach to customer engagement.
- Experience with HubSpot
CRM or similar tools is highly preferred. - Familiarity with customer success platforms (e.g., Intercom, Zendesk, Gainsight, or similar) is a plus.
- Will be working US Pacific Standard Time.
What We Offer
- Competitive salary and performance-based bonuses
- Flexible work environment
- Professional development opportunities
- Health and wellness benefits
- A collaborative, mission-driven team
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