Operations Executive
GlobalData plc (company site, opens in a new tab)2+ yrsHyderabadOn-siteDirect career pageEst. 4–7 LPA
Posted on 17 Sept
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Job description
Structured overview of role & requirements
About This Role
- Monitor client product adoption using Planhat and Salesforce to identify and flag high-risk accounts for Customer Success Managers (CSMs).
- Ensure data consistency and alignment across AMS, Salesforce, and Planhat; identify issues and suggest process improvements.
- Support CSMs for Quarterly Business Reviews by extracting reports and coordinate client educational content and engagement materials.
Minimum Requirements
- 2+ years experience administering Customer Success platforms such as Planhat, Vitally, Churn Zero, Gainsight or CRM platforms like Salesforce or Hubspot.
- Experience with data management, integration, and maintaining data integrity.
- Strong written and verbal communication skills with ability to translate business needs into technical configurations.
- Work Experience Required: 2+ years in relevant platforms administration or related roles.
Ideal Candidate Profile
- Experienced in customer success, support, or operations functions with hands-on exposure to platforms like Planhat, Salesforce, and Freshdesk.
- Detail-oriented and skilled in data analysis, risk identification, and report generation to enable proactive customer engagement.
- Capable of managing multi-tool integrations and collaborating with various stakeholders to enhance customer operations and support processes.