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.
Ensure data pipelines and schemas are optimized for accurate reporting, analysis and insights, for reporting to CSG Leadership
CSG Compensation design, planning and reporting
CSG Department and individual performance KPIs & OKRs reporting
Manage and maintain key playbooks for customer health, risk management, expansion opportunities and advocacy programs.
Develop, document, and maintain CSG standard operating procedures (SOPs) and policies for data collection, storage, and reporting to drive efficiencies across teams
Support the enablement of Customer Success Group methodologies, including process workflow documentation and policy development.
Partner with cross-functional teams: Customer Success, Support, Professional Services and Customer Experience (included a Scaled CS team) to identify and address operational inefficiencies.
Account Segmentation management & analysis
Troubleshooting operational issues as they surface
What You Need to Succeed
Must have minimum 3 years experience, with at least 2 years in an Operations capacity in a SaaS environment
Must have Advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching),
Advanced Salesforce and Tableau knowledge is required; specifically, complex dashboards and reports, custom report types, calculated fields, workflows, formula fields. Lightning experience preferred
Optional: Anaplan experience for business planning purposes
Self-starter with the ability to take ownership while navigating in an ever-shifting environment
Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights
Experience providing Quantitative Data Analysis to leadership for informed decision making
Experience with scaled Customer Success teams, operations and methodology
Optional: Experience administering Gainsight / Totango or a similar Platforms
Bachelor’s degree or equivalent work experience required
Must be able to work 3 days per week in Raleigh or Austin office
What Sets Us Apart
At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace.
We seek to hire and develop the best talent, bringing a range of perspectives, experiences and background to the DAP category. This helps us better meet the diverse needs of our global communities and clients with creativity, insight, and market innovation. We welcome and encourage applicants from across different genders, gender identity and expression, sexual orientation, race, age, national origin, citizen status, religion, body size, socioeconomic status, ability, neuro(a)typicality, physical appearance, veteran status or any other characteristic.
We value collaboration and understand the importance of a healthy work-life balance . To support, we offer:
Flexible Work Arrangements: We offer hybrid and flexible hours to help manage work commitments and personal life effectively.
Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community.
Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering.
Comprehensive Health Care Coverage for our Employees and Families, 401(k) program with company matching (up to $5,000), and a vacation policy to encourage a healthy work-life balance.
WalkMe is recognized as a Star Performer in DAP for the 2nd year in a row!
WalkMe helps international companies such as: IBM, LinkedIn, Walgreens, Microsoft, Adobe, Hershey's, Quest Diagnostics and more!