WalkMe
Tech / AI / Software
SeniorOperationsDataAnalyst,PostSalesDelivery
“Senior Operations Data Analyst, Post Sales Delivery at WalkMe. Skills: Data Analytics, Post Sales Delivery, AI capabilities, Excel, Google Sheets, Salesforce. Build and maintain dashboards for CSG leadership, including models & metrics related to renewals, churn predictions, account health, resource and capacity planning, budgeting and forecasting.. Conduct analysis on account segmentation, capacity planning, and coverage models, to support continuous planning cycles.”
What You'll Achieve.
drive efficiencies across teams; improve quality and efficiency for post sales functions; help cross-functional partners drive success using your insights; informed decision making
Industry & Context.
identify and address operational inefficiencies; troubleshoot operational issues
What They're Looking For.
Must Have
minimum 3 years experience in Data Analytics, at least 2 years in a Post Sales Delivery capacity (Professional Services, Partners or TAMs organizations) in a SaaS environment, advanced AI capabilities (preferable in Gemini & Claude), advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching), advanced Salesforce data structure knowledge, full data structure understanding, complex dashboards and reports, custom report types, calculated fields, workflows, formula fields, Bachelor’s degree or equivalent work experience required
Nice to Have
Lightning experience preferred, Anaplan experience for business planning purposes, Certinia for engagements data management
What You'll Do.
Build and maintain dashboards for CSG leadership
including models & metrics related to renewals
resource and capacity planning
budgeting and forecasting.
Conduct analysis on account segmentation
to support continuous planning cycles.
Ensure data structures are optimized for accurate reporting
analysis and insights
to identify and address operational inefficiencies
and for reporting to CSG Leadership.
CSG Compensation design
planning and reporting for monthly and quarterly cycles.
CSG Department and individual performance KPIs reporting for weekly
monthly and QBR reviews
and maintain CSG standard operating procedures (SOPs) and policies for data collection
and reporting to drive efficiencies across teams
Support the enablement of Customer Success Group methodologies
including process workflow documentation and policy development.
Manage CSG Ops requests queue and troubleshoot operational issues as they surface
Strategize and leverage AI capabilities for key business practices to improve quality and efficiency for post sales functions.
How You'll Work.
Team & Collaboration
Partner with cross-functional teams: CIO organization (ISI/CoE), Sales Ops, Marketing Ops, Partners Ops, Deal Desk, Finance and Compensation teams.
Communication Scope
Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights
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