Senior Analyst, Customer Success Operations

PTC

. Partner directly with Customer Success leadership to monitor business performance, identify risks, and drive operational improvements .

Posted 11/11/2026full-timeRemote • Massachusetts • United StatesSenior💰 $95,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and business intelligence capabilities, with expertise in dashboard development, forecasting, and capacity analysis. Proven ability to influence stakeholders and drive operational improvements in Customer Success and related fields.

Highest-signal resume keywords

Customer Success OperationsBusiness AnalyticsForecastingSalesforcePower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business IntelligenceDashboard DevelopmentData ModelingCapacity AnalysisOperational Improvements

Soft Skills

Executive CommunicationPresentation SkillsInfluencing Stakeholders

Tools & Technologies

SalesforceGainsightPower BITableauAdvanced Excel

Industry Keywords

SaaSSubscription Business ModelsCustomer Health ProgramsRetention RiskOperational Cadences

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Partner directly with Customer Success leadership to monitor business performance, identify risks, and drive operational improvements
Build and maintain scorecards and reporting for customer health, adoption, retention, renewal readiness, and team performance
Analyze customer and operational data to identify trends, uncover root causes, and develop actionable recommendations
Support forecasting, capacity modeling, resource planning, and performance management
Lead recurring business reviews and operational cadences
Drive governance of customer health programs, renewal readiness reviews, and at-risk account management processes
Partner with Customer Success, Sales, Professional Services, Subscription Management, and Operations teams to improve customer outcomes and reduce retention risk
Work with Business Intelligence and Systems teams to improve data quality, automate reporting, and scale operational processes
Lead strategic projects and special initiatives for Customer Success leadership

Requirements

What you’ll need

5+ years of experience in Customer Success Operations, Revenue Operations, Sales Operations, Business Analytics, or a related field
Strong analytical and business intelligence capabilities, including dashboard development and executive reporting
Experience with forecasting, business planning, capacity analysis, and data modeling
Proven ability to influence cross-functional stakeholders and drive outcomes without direct authority
Excellent executive communication and presentation skills
Experience with Salesforce, Gainsight (or similar CS platform), Power BI/Tableau, and advanced Excel
Experience supporting subscription, SaaS, or renewal-based business models preferred
Bachelor's degree in Business, Finance, Analytics, or related
Authorized to work in the United States without requiring current or future sponsorship from PTC

Benefits

Comp & perks

Employee share purchase program (ESPP) allowing purchase of discounted PTC stock
Certain roles may be eligible for equity programs
Medical, dental and vision insurance
Paid time off and sick leave
Tuition reimbursement
401(k) contributions and employer match
Flexible spending accounts
Life insurance
Disability coverage
Generous commuter subsidy for office-assigned employees