Company
SaaS
SeniorCustomerInsightsAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Customer Insights Analyst. Skills: Customer insights, Root cause analysis, Data storytelling, Retention analytics. Own analysis of customer escalations. Own analysis of cancellations”
What You'll Achieve.
Reduction in repeat customer escalations; Improved visibility into cancellation drivers; Improved visibility into customer risk drivers; Increased completion rate of action plans; Increased effectiveness of action plans; Better consistency of escalation taxonomy; Better consistency of cancellation taxonomy; Increased adoption of escalation taxonomy; Increased adoption of cancellation taxonomy; Stakeholder confidence in insights quality; Stakeholder confidence in insights relevance; Stakeholder confidence in insights actionability
Industry & Context.
Analytical problem solving; Root cause analysis
What They're Looking For.
Must Have
5+ years of experience, Experience with Salesforce data, Experience building dashboards, Demonstrated ability to conduct structured root cause analysis, Communication and storytelling skills, Proven ability to influence cross-functional teams
Nice to Have
Experience supporting or defining requirements for customer success technology, Experience supporting or defining requirements for customer health frameworks, Experience supporting or defining requirements for retention analytics
What You'll Do.
Own analysis of customer escalations
Own analysis of cancellations
Own analysis of key risk indicators
Monitor trends by segment
Monitor trends by product
Monitor trends by region
Monitor trends by lifecycle stage
Monitor trends by reason code
Build recurring insight packages
Develop structured analyses
Connect customer issues to root causes
Lead root cause analysis
Gather inputs from Salesforce
Gather inputs from support systems
Gather inputs from customer feedback
Facilitate cross-functional working sessions
Track remediation plans
Measure actions taken
Establish operating rhythm
Review customer issue trends
Review action-plan progress
Review unresolved systemic risks
Design standardized taxonomy
Maintain standardized taxonomy
Improve workflow design
Improve reporting structure
Serve as CX Insights stakeholder
Optimize requirements for health scoring
Optimize requirements for risk tracking
Optimize requirements for alerts
Optimize requirements for dashboards
Optimize requirements for retention analytics
Ensure new processes support root cause capture
Ensure new systems support root cause capture
Ensure new processes support action management
Ensure new systems support action management
Ensure new processes support executive visibility
Ensure new systems support executive visibility
Partner with Customer Success leadership
Improve at-risk account identification
Improve escalation signal identification
Improve cancellation signal identification
Work with Product teams
Quantify impact of product defects
Quantify impact of usability issues
Quantify impact of missing capabilities
Quantify impact of integration friction
Collaborate with Support leaders
Identify process breakdowns
Identify service quality issues
Identify recurring case drivers
Support CX leadership with data-backed narratives
Support executive leadership with data-backed narratives
How You'll Work.
Team & Collaboration
Cross-functional working sessions; Cross-functional teams; Customer Success leadership; Product teams; Support leaders; CX leadership; Executive leadership
Communication Scope
Storytelling; Executive communication; Data-backed narratives
Full Job Description
## Key Responsibilities Customer Escalation and Cancellation Insights: Own the end-to-end analysis of customer escalations, cancellations, and key risk indicators across the customer. Monitor and report on trends by segment, product, region, lifecycle stage, and reason code to identify emerging issues and recurring patterns. Build recurring insight packages for CX, Customer Success, Support, Product, and executive stakeholders that highlight major drivers of customer friction and churn risk. Develop structured analyses that connect customer issues to operational, product, onboarding, service, and commercial root causes. Root Cause Analysis and Action Planning Lead root cause analysis for high-priority escalation and cancellation themes, including gathering inputs from Salesforce, support systems, customer feedback, and future customer success platform data. Facilitate cross-functional working sessions to align on root causes, prioritize the issues with the greatest customer and business impact, and define action plans with clear owners and milestones. Track remediation plans through completion and measure whether actions taken are reducing repeat escalations, improving customer sentiment, and lowering avoidable churn. Establish a repeatable operating rhythm for reviewing customer issue trends, action-plan progress, and unresolved systemic risks with business leaders. Data Quality, Taxonomy, and Systems Enablement Design and maintain a standardized taxonomy for escalation reasons, cancellation reasons, and risk drivers so trend reporting is consistent and actionable. Partner with Operations and Systems teams to improve the data model, fields, workflow design, and reporting structure in Salesforce. Serve as a key CX Insights stakeholder in the utilization of the company’s future customer success platform, helping optimize requirements for health scoring, risk tracking, alerts, dashboards, and retention analytics. Ensure that new processes and systems support reliable
Applying for this Senior Customer Insights Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.