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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analysis and reporting, with a strong focus on customer health metrics and product usage insights. Proficient in utilizing tools like Salesforce and data visualization platforms to create actionable reports and dashboards.
Highest-signal resume keywords
Data AnalysisCustomer Success SupportSalesforce ProficiencyReport CreationKPI Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ReportingBusiness IntelligenceData InterpretationData CleanupData GovernanceCritical ThinkingProblem SolvingOrganizational SkillsAttention to DetailPrioritization
Soft Skills
Outstanding CommunicationSelf-OrganizationAbility to Manage PrioritiesAbility to Navigate Difficult Conversations
Tools & Technologies
SalesforceGainsightQuickSightTableauPower BILookerMicrosoft Office SuiteExcelWebExZoom
Industry Keywords
Customer HealthProduct AdoptionAccount ManagementHCM IndustriesUsage Data
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Provide operational support to Customer & Partner Success through data-driven reporting on customer health and product usage
- Create, analyze, fulfill, and distribute standardized, bespoke, contractual, and ad hoc customer usage reports
- Design, build, and maintain reports and dashboards tracking customer health, product adoption, feature usage, and engagement
- Partner with Customer Success, Sales Operations, Product Management, and Marketing to define and operationalize KPIs and health-score metrics
- Aggregate and analyze internal and external usage data to identify adoption trends, at-risk accounts, expansion opportunities, and whitespace
- Prepare customer-facing reporting packages such as QBR/EBR decks, usage summaries, and scorecards
- Maintain knowledge of platforms and services to ensure reporting reflects actual usage and configuration
- Own accuracy, documentation, and governance of customer and usage data in Salesforce and other internal systems
- Support bulk data uploads, data cleanup, and customer-record maintenance
- Triage inbound reporting and data requests from Customer Success, Sales, and Product teams
- Provide monthly updates on reporting goals, KPIs, and project status
- Attend industry events as needed
- Perform other assigned work-related duties
Requirements
What you’ll need- Reside in Mexico; applications from outside Mexico will not be reviewed
- 3+ years of experience in data/reporting analysis, business intelligence, or a related analytical role
- Experience ideally supporting Customer Success or Account Management
- Ability to translate raw usage and account data into clear, decision-ready insights
- Strong organizational skills and ability to build clear, repeatable reporting processes
- Ability to read, analyze, and interpret data from multiple systems
- Outstanding written and verbal communication skills, including presenting data to non-technical audiences
- Proficiency in Microsoft Office Suite, especially Excel
- Proficiency in internet navigation and online meeting software such as WebEx and Zoom
- Ability to navigate difficult conversations around data and account health
- Ability to manage multiple priorities and self-organize
- Critical thinking and independent problem-solving ability, including knowing when to escalate
- Strong prioritization, follow-through, attention to detail, and accuracy
- BA/BS degree in Business, Analytics, Statistics, or a related field, or experience
- Preferred: 5+ years of experience in data analytics, reporting, or customer/partner support
- Preferred: Experience with Salesforce, Gainsight, QuickSight, Tableau, Power BI, or Looker
- Preferred: Knowledge or experience in HCM industries
Benefits
Comp & perks- Diverse, inclusive work culture
- Learning opportunities
- Entrepreneurial spirit and enterprise investment
- Equal-opportunity employment
