Sr. Analyst - Client Success Management
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sr. Analyst - Client Success Management (Business Analytics): Shaping exceptional client experiences by building scalable processes, ensuring compliance, and driving operational excellence across the Customer Success function. Focus on designing and improving processes, managing data, and creating actionable reporting in a collaborative, global environment.
Location: Hybrid work environment in México, requiring at least 3 days a week in-office.
Company
is an equal opportunity employer that provides a global marketplace for buying and selling securities.
What you will do
- Build and standardize processes and best practices to support the Customer Success team and cross-functional partners.
- Define and produce KPIs, executive reporting, and dashboards that drive insights and decisions.
- Maintain and optimize Customer Success tools and platforms, ensuring accurate and up-to-date data.
- Coordinate compliance activities, including annual audits and vendor assessments.
- Support event planning and communication efforts for webinars and customer engagements.
Requirements
- Bachelor’s degree in Business, Operations, or related field, or equivalent experience.
- 3+ years of experience in customer success operations or a similar role.
- Strong ability to design and improve processes, manage data, and create actionable reporting.
- Excellent communicator who thrives in collaborative, global environments.
- Comfortable with tools like CRM platforms, reporting dashboards, and third-party portals.
Nice to have
- Experience with compliance management and audit processes.
- Familiarity with automation tools and efficiency-driven technologies.
- Background in SaaS or technology-driven organizations.
Culture & Benefits
- Competitive, well-rounded rewards package that supports you and your family — inside and outside of work.
- Equal opportunity employer that welcomes people from all backgrounds and identities.
- Reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
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