Customer Success Data Analyst (Salesforce)

Location: Remote Mexico; candidates must reside in Mexico

Company

Develops enterprise products that simplify operations across Legal, Risk, Compliance, and HR functions, serving organizations and users globally.

What you will do

• Design, build, and maintain standardized and ad hoc reports and dashboards covering customer health, product adoption, feature usage, and engagement.
• Define and operationalize KPI and health-score frameworks with Customer Success, Sales Operations, Product Management, and Marketing.
• Analyze internal and external usage data to identify adoption trends, at-risk accounts, expansion opportunities, and whitespace.
• Prepare customer-facing QBR/EBR decks, usage summaries, and scorecards that turn data into clear business narratives.
• Maintain the accuracy, documentation, and governance of customer and usage data in Salesforce and other internal systems.
• Handle reporting requests, data cleanup, bulk uploads, monthly status updates, and industry-event participation as needed.

Requirements

• 3+ years of experience in data/reporting analysis, business intelligence, or a related analytical role; customer success or account management experience is preferred.
• Ability to interpret data from multiple systems and convert raw usage and account data into decision-ready insights.
• Strong organizational, prioritization, communication, critical-thinking, and independent problem-solving skills.
• Ability to present data clearly to non-technical audiences and manage difficult conversations about data and account health.
• Proficiency with Microsoft Office, especially Excel, as well as online meeting and collaboration tools.
• Must reside in Mexico.

Nice to have

• 5+ years of experience in data analytics, reporting, or customer and partner support.
• Experience with Salesforce, Gainsight, QuickSight, Tableau, Power BI, Looker, or similar BI tools.
• Knowledge of HCM industries such as payroll administration, insurance, HR consulting, or PEO business models.
• BA/BS degree in Business, Analytics, Statistics, or a related field.

Culture & Benefits

• Work within a globally dispersed and diverse organization.
• Environment combining entrepreneurial speed with enterprise-level investment and resources.
• Access to learning opportunities and a culture focused on individual excellence and inclusive collaboration.
• Fast-paced setting involving complex, leading-edge technologies and cross-functional work.