Additional Information
Job Description:
The Sales and Customer Success Strategic Analyst partners closely with the Director of Sales and Success Strategy Performance and Technology and senior leaders across Sales, Customer Success, and other areas of the business to deliver rigorous, actionable insights that improve performance, efficiency, and outcomes across the full customer lifecycle. They are expected to translate complex data into clear narratives, proactively surface risks and opportunities, and inform leadership decisions through advanced analytics, modeling, and executive‑level storytelling.
Analysis and Reporting
1. Deliver deep analytical insights to support strategic initiatives, business reviews, and leadership questions across Sales and Customer Success. This includes conducting ad hoc analyses, building scenario and "what‑if" models, and performing trend and regression analysis to uncover drivers of bookings, renewals, retention, and productivity at market, manager, and team member levels.
2. Design and maintain periodic reporting covering sales performance, pipeline health, customer success outcomes, renewals, and retention, while automating and scaling reporting through tools such as Power BI, Redshift, and Salesforce. Continuously evolve reporting to reflect shifting business priorities and ensure clarity, accuracy, and usability for leadership audiences.
3. Support predictive analysis for bookings, renewals, expansions, and churn to partner with leadership on scenario‑based planning related to growth, retention improvements, and headcount capacity for Sales and Customer Success.
4. Distill complex analyses into clear, actionable insights through executive summaries, business and strategy review decks, and live discussions focused on trends, signals, implications, and recommended actions.
5. Evaluate customer success efficiencies and contact drivers to support leadership goals and key initiatives.
Partnership and Collaboration
1. Partner closely with Sales Operations, Customer Success Operations, Enablement and Training, and Sales and Customer Success leadership to provide insights, measure strategy performance, and surface trends.
2. Partner with the Finance team and Corporate Data & Analytics team. The role acts as a connector across teams, aligning data definitions, insights, and narratives to support consistent decision‑making and strategic alignment.
3. Partner with VP of Sales Operations, Enablement and Training to measure and validate efficiency, ramp speed and onboarding effectiveness, and the ROI of enablement, training, and technology investments.
4. Invest in personal development to maintain/grow knowledge and skills in all job-related areas.
Knowledge, Skills, and Abilities :
1. Mid-to-senior level experience in analytics, strategy, Sales Operations, Customer Success Operations, or a related business function.
2. Demonstrated ability to analyze large, complex datasets and translate findings into clear, business relevant insights and recommendations.
3. Strong experience with forecasting, financial and operational modeling, and scenario or "what if" analysis.
4. Proven ability to influence decisions through executive level storytelling, including written summaries, presentations, and live discussions.
5. Proficiency with standard analytics and reporting tools, including business intelligence tools (e.g., Power BI or similar platforms), SQL and SQL based data warehouses (e.g., Redshift or equivalent), CRM and go to market systems (e.g., Salesforce), advanced spreadsheet modeling (e.g., Excel).
6. Strong foundational analytical skills, including data validation and quality assessment, trend and variance analysis, regression and root cause analysis. 7. Solid business acumen with understanding of sales funnels, customer lifecycles, renewals, and revenue drivers.
8. Ability to work independently, manage multiple priorities, and proactively surface insights, risks, and opportunities.
Scholastic · FL