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. Analyze customer escalations and cancellations. Monitor and report on trends”
What You'll Achieve.
Reduce repeat escalations; Improve customer sentiment; Lower avoidable churn; Improve visibility into drivers; Increase completion rate of action plans; Better consistency of taxonomy
Industry & Context.
Analytical problem solving
What You'll Do.
Analyze customer escalations and cancellations
Monitor and report on trends
Build recurring insight packages
Develop structured analyses
Lead root cause analysis
Facilitate cross-functional working sessions
Prioritize issues with impact
Track remediation plans
Measure action effectiveness
Establish operating rhythm
Design and maintain taxonomy
Optimize requirements
Ensure processes support capture
Partner to improve identification
Quantify impact of product defects
Collaborate to identify process breakdowns
Support leadership with data-backed narratives
How You'll Work.
Team & Collaboration
Cross-functional teams; Customer Success leadership; Product teams; Support leaders; CX leadership; Executive leadership
Communication Scope
Executive communication; Storytelling
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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