Company

SaaS

SeniorCustomerInsightsAnalyst

CA$117–153k Cambridge, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

SaaS
Problems you'll solve

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

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