Braze
CXOperations-InsightsLead
Neural analysis suggests this role is
optimal for Mid candidates.
“CX Operations - Insights Lead at Braze. Skills: headcount modeling, capacity planning, forecasting, analytics, reporting, data automation, Google Sheets, Salesforce Reporting, Looker, Snowflake SQL. Develop and own broader headcount models and forecasting across the entire CX department. Forecast resource needs based on a deep understanding of utilization models, paired with future targets around company growth and revenue”
What You'll Achieve.
drive high-visibility analytics initiatives with a heavy emphasis on workflow automation; ensuring our CX leadership have the insights needed for their key business reviews; define cross-divisional objectives that add value at the broader business level; provide foundational data for executive-level business reviews and strategic resource allocation; enhance efficiency; automate the generation of leadership reporting
Industry & Context.
problem-solving mindset focused on automation and iterative improvement; comfortable working on loosely defined tasks; synthesize complex utilization and revenue data into clear narratives
What They're Looking For.
Must Have
4+ years of proven experience in business intelligence, data analysis, business strategy, or a quantitative field, specific and demonstrated experience in headcount modeling and capacity planning across large departments or organizations, reporting and dashboarding skills are required, highly proficient in Google Sheets and Salesforce Reporting, knowledge of using Looker and Snowflake SQL, analytical mindset, problem-solving mindset focused on automation and iterative improvement, comfortable working on loosely defined tasks, synthesize complex utilization and revenue data into clear narratives for executive leadership, Excellent written and verbal communication skills, forge and cultivate trusted long-term relationships, seamlessly partner with both technical teams and senior business leaders, acting as a translator between them
Nice to Have
Experience with Tableau or other BI tooling is highly beneficial, Experience with Gainsight, Using AI to help extract insights from your data will be second nature, fully understand and are able to exploit automation and AI technologies to introduce efficiencies across mundane tasks, while being acutely aware of their limitations, demonstrable skills in tooling such as Gemini, Claude, OpenAI, Atlassian Rovo, Tray. ai, etc.
What You'll Do.
Develop and own broader headcount models and forecasting across the entire CX department
Forecast resource needs based on a deep understanding of utilization models
paired with future targets around company growth and revenue
Collaborate continuously with the Resource Management team to ensure high-level headcount forecasts align with the tactical resourcing executed within our Services PSA tooling
Partner with the Financial Planning & Analysis team to flex your headcount and utilization modeling with updates to revenue and growth targets
providing foundational data for executive-level business reviews and strategic resource allocation
Lead value-add analytics activities across the CX Operations team
owning the data delivery for various CX departmental OKR metrics
Monthly Business Reviews (MBR)
Quarterly Business Reviews (QBR)
Streamline data processes and reporting mechanisms to enhance efficiency
continuously seeking ways to automate the generation of leadership reporting
Act as a strategic partner to CX leadership
clearly presenting work updates and insights in internal leadership meetings without requiring management support
creating space at the table through mentoring
and reviewing the work of junior analysts within the team
How You'll Work.
Team & Collaboration
Collaborate continuously with the Resource Management team; Partner with the Financial Planning & Analysis team; Act as a strategic partner to CX leadership; seamlessly partner with both technical teams and senior business leaders
Communication Scope
Excellent written and verbal communication skills; clearly presenting work updates and insights in internal leadership meetings without requiring management support; acting as a translator between technical teams and senior business leaders
Full Job Description
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity – inside and outside our organization. To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success. Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture. If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If Braze sounds like a place where you can thrive, we can’t wait to meet you. The CX Operations Insights Lead will serve as a critical Individual Contributor bridging the gap between data-driven operational metrics and resource allocation across the entire Customer Experience (CX) department. Reporting to the Senior Director of CX Operations, this role acts as a strategic architect focusing on two primary pillars: Headcount Capacity Planning and broad Insights & Analytics. While our Resource Management team handles tactical resourcing for projects within Certinia PSA, this role will step back to look at the broader picture. You will be responsible for forecasting and headcount modeling for all CX teams, including those not currently utilizing Certinia, such as Customer Support and Customer Success. Beyond capacity planning, you will drive high-visibility analytics initiatives with a heavy emphasis on workflow automation, ensuring our CX leadership have the insights needed for their key business reviews
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