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CSM Operations Analyst (Hybrid)

KnowBe4
Clearwater, Florida
8
Calm

Summary

Responsibilities

  • Establish and maintain scalable processes that ensure best practices in understanding and reporting on customer health
  • Create and maintain metrics reports/dashboards on determined KPIs for the Customer Success area
  • Analyze Salesforce data to develop insights and make recommendations on areas for optimization
  • Monitor and maintain data quality within the systems and reporting used by Customer Success
  • Evaluate and implement new technologies and add-on applications to improve and optimize performance
  • Facilitate the growth of the Customer Success team via splits of Salesforce accounts and opportunities
  • Assist the CSM Operations Manager with requirements gathering from stakeholders to identify full requests/needs for projects

Requirements

  • Bachelor’s Degree in a relevant IT field or equivalent work experience
  • Minimum 1 year of experience with Salesforce or equivalent CRM
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Proficiency in Salesforce or equivalent CRM
  • Strong analytical skills and experience with reporting and data analysis
  • Ability to manage multiple projects in a fast-paced environment
  • Ability to work autonomously

Work-Life Balance Benefits

  • Open/generous paid time off policies
  • Fully paid medical insurance
  • Parental leave
  • A relaxed dress code
  • Company-wide monthly bonuses and employee referral bonuses

Benefits

  • 401k matching (US)
  • Tuition reimbursement
  • Certification reimbursement and completion bonuses
  • Gym benefits
  • A modern, high-tech, and fun work environment

Apply Now

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Full Details of Job Post

About KnowBe4

KnowBe4, the provider of the world's largest security awareness training and simulated phishing platform, is used by tens of thousands of organizations around the globe. KnowBe4 enables organizations to manage the ongoing problem of social engineering by helping them train employees to make smarter security decisions, every day.

Fortune has ranked us as a best place to work for women, for millennials, and in technology for four years in a row! We have been certified as a "Great Place To Work" in 8 countries, plus we've earned numerous other prestigious awards, including Glassdoor's Best Places To Work.

Our team values radical transparency, extreme ownership, and continuous professional development in a welcoming workplace that encourages all employees to be themselves. Whether working remotely or in-person, we strive to make every day fun and engaging; from team lunches to trivia competitions to local outings, there is always something exciting happening at KnowBe4.

Clearwater positions open to candidates located in greater Tampa Bay area. 

The Customer Success Operations Analyst will work with the CSM Operations Manager to create scalable processes that ensure best practices and efficiencies in the Customer Success arena. This position will conduct complex data analyses that will be used to help key stakeholders make  strategic decisions regarding the organization. 

Responsibilities:

  • Establish and maintain scalable processes that ensure best practices in understanding and reporting on customer health
  • Create and maintain metrics reports/dashboards on determined KPIs for the Customer Success area
  • Analyze Salesforce data to develop insights and make recommendations on areas for optimization
  • Monitor and maintain data quality within the systems and reporting used by Customer Success
  • Evaluate and implement new technologies and add-on applications to improve and optimize performance
  • Facilitate the growth of the Customer Success team via splits of Salesforce accounts and opportunities
  • Assist the CSM Operations Manager with requirements gathering from stakeholders to identify full requests/needs for projects

Minimum Qualifications:

  • Bachelor’s Degree in a relevant IT field or equivalent work experience
  • Minimum 1 year of experience with Salesforce or equivalent CRM
  • Experience with Gmail and Google Docs
  • Experience with MS Office (Word and Excel)
  • Experience with web browsers (Chrome, Internet Explorer, etc.)
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Proficiency Salesforce or equivalent CRM, 
  • Strong analytical skills (including mastery of Microsoft Excel) and experience with reporting and data analysis.
  • Proficiency in system/workflow analysis
  • Ability to manage multiple projects at the same time in a fast-paced environment.
  • Technically capable, excellent communicator, and a desire to improve processes.
  • Team Player
  • Ability to work autonomously

Our Fantastic Benefits

We offer company-wide monthly bonuses, employee referral bonuses, 401k matching (US), fully paid medical insurance (US), open/generous paid time off (length varies by country), parental leave (length varies by country), adoption assistance, tuition reimbursement, certification reimbursement, certification completion bonuses, gym benefits, and a relaxed dress code - all in a modern, high-tech, and fun work environment. For more details about our benefits, visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

No recruitment agencies, please.

Apply Now

👉 Please mention that you found this job on CalmJobs, thanks!

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