Key Responsibilities
- Predictive Churn Engine: Build AI models to identify "At-Risk" customers using usage, support, and engagement data
- Expansion & White Space: Develop models to find cross-sell/upsell opportunities in existing accounts
- Customer Health Scoring: Architect Health Score 2.0 with clean data to power automated CS playbooks
- Professional Services ROI: Analyze Services impact on retention; define required "Attach Rate" for success
- Renewal Operations: Streamline renewals; build automated forecasting for renewals and contraction risks
- Executive Post-Sales Insights: Own Retention Dashboard with real-time NRR and GRR metrics
What skills do I need?
Strategic Experience: 5+ years in CS Ops, RevOps, or Strategic Analytics within a B2B SaaS environment (Usage-based or Composable software experience is a plus).
Structural Mastery: Proven ability to drive system changes—specifically around Customer Health Scores, Churn Reason coding, and Renewal Management workflows in Salesforce or Planhat.
AI & Predictive Proficiency: Experience evaluating or deploying AI for post-sales, such as predictive churn modeling, NPS sentiment analysis, or AI-driven "Next Best Action" for CSMs.
The Technical Stack:
- Advanced Modeling: Expert-level SQL and Excel/Sheets. Experience joining product usage data with CRM data.
- BI Platforms: Deep experience with Sigma, Tableau, or Power BI.
- Systems: Advanced Salesforce knowledge; experience with CS-specific tools (Planhat specifically) is a plus.
Strategic Projects: Experience leading LTV/CAC analysis, Renewal pricing strategy, and Services margin optimization.
Education: Bachelor degree in relevant field required. MBA preferred.