CSM Operations Analyst (Position located in Bengaluru, India)
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Job Description
Structured overview of role & requirementsAbout This Role
Develop and maintain scalable processes and best practices for Customer Success data reporting and analysis.
Create and manage KPIs dashboards, analyze Salesforce CRM data to provide actionable insights and recommendations.
Support Customer Success team growth through data management including account and opportunity splits, and assist in stakeholder requirements gathering for projects.
Minimum Requirements
Bachelor’s Degree in IT or equivalent work experience.
Minimum 1 year experience with Salesforce or equivalent CRM.
Proficiency in Google Docs, Gmail, MS Office (Word, Excel), and web browsers.
Strong analytical skills with experience in reporting, data analysis, and system/workflow analysis.
Ideal Candidate Profile
Experience working with Customer Success or similar operational teams using CRM platforms, especially Salesforce.
Ability to manage multiple projects efficiently in a fast-paced environment with autonomy.
Strong communication skills and a technical aptitude for process improvement and data-driven decision support.