行业：Accounting / Finance
职位：Banking / Finance
部门：
人数：若干
性质：Full Time
性别：Male
婚姻：No marital status restrictions
学历：Open to all levels
经验：不限
年龄：18岁以上
待遇：面议
As a part of Global CSM Business Operations team, this role will work in partnership with senior executives across the regional Customer Success teams and will provide operational support for the delivery of global CSM data maintenance and reporting requirements. This role will drive more efficient, accurate, consistent, and timely maintenance of CSM data in our systems and files while driving CSM data automation initiatives in partnership with sales technology.
Role Responsibilities
1. Lead and own global Salesforce data maintenance processes and operating rhythms.
This includes:
Establishing a monthly/quarterly cadence for data maintenance and an operating rhythm to communicate updates to managementMaintaining accurate and timely Account Team, Opportunity Team, and Contact Ownership mappings for CSMs in SalesforceMaintaining CSM team role mappings and product specialisms, ensuring the Customer Success professionals with the right expertise and specialized knowledge are engaging with customersHelping drive automation in data updates and maintenance in partnership with sales technology teams2. Lead global KPI reporting & analysis
3. Maintain accurate CSM headcount records and assist in quarterly commissions processes
4. Drive centralized financial analysis for management business reviews
5. Drive reporting and analysis around Desktop usage data to understand trends and risk areas
Skills and Competencies Required
Highly motivated and proactive, strong initiative and resourcefulKnowledge of Salesforce and advanced Excel skills a mustWorking knowledge of Tableau, a good-to-haveComfort with large volumes of data and ability to manage data complexityProcess improvement mindset with a keen focus on simplificationStrong communication skills (both written and verbal) and interpersonal skillsAbility to structure and self-manage own work for multiple projects, constantly re-assessing priorities to meet deadlines