- Build and maintain dashboards to track customer health scores, engagement, retention, and expansion metrics
- Prepareregular CS performance reports for leadership, pulling data from CRM and CS platforms
- Support ad-hoc data requests from CS leadership
- Monitor key KPIs and flag anomalies or trends to the CS leadership
Data Analytics & Customer Insights
- Analyse customer data to identify trends, patterns, and at- risk accounts
- Assist in maintaining and updating customer health score models
- Help compile and validate data for renewal forecasts, expansion pipeline, and churn predictions
- Support account segmentation by preparing and cleaning data sets for book- of- business reviews
- Maintain data integrity in the CRM (Microsoft Dynamics) by performing regular data hygiene checks
- Assist with account assignment updates and book- of- business distribution tracking
- Support documentation of operational workflows, process updates, and system configurations
- Help administer the Customer Successplatform, including updating records and supportingautomation rules
- Identify and flag opportunities to improve data quality or simplify reporting processes
