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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer retention strategy, data analysis, and forecasting within a SaaS environment. Proficient in utilizing AI tools for reporting and insights, while effectively communicating complex data to drive executive decision-making.
Highest-signal resume keywords
Customer Retention MetricsChurn AnalysisForecasting ModelsAI Tools for ReportingBI Visualization Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Churn Reason CodesData Processes StandardizationSubscriber Growth ForecastingRevenue ProjectionsData VisualizationSaaS Metrics AnalysisAI-Assisted AnalyticsRoot-Cause AnalysisCompetitive AnalysisCustomer Feedback Analysis
Soft Skills
Exceptional CommunicationCuriosityCross-Departmental CollaborationExecutive Meeting FacilitationAccountability Driving
Tools & Technologies
Google SheetsExcelTableauLookerPower BISalesforceGainsight
Industry Keywords
SaaSRevenue OperationsCustomer SuccessRetention KPIsMarket Penetration
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Own strategy, reporting, and insights for customer retention
- Conduct root-cause churn analysis using churn reason codes, product usage metrics, and customer feedback
- Build and standardize data processes across Customer Success and Sales for accurate churn and contraction data capture
- Identify early warning signs of churn risk and design proactive mitigation frameworks with the Business Analytics team
- Develop forecasting models for subscriber growth, revenue projections, and market penetration using competitive and economic factors
- Create and maintain dashboards and visualizations for retention KPIs, renewal outcomes, and renewal trends
- Lead leadership renewal forecasting meetings and ensure actionable risk plans for high-value red accounts
- Translate complex data into strategic insights for Revenue and Customer Success executives
- Apply Generative AI workflows to qualitative churn reasons, exit surveys, and support interactions to identify underlying drivers
Requirements
What you’ll need- 3–5+ years as a Revenue Operations Analyst, Business Analyst, or Customer Success Operations within a SaaS business
- Proven track record owning SaaS retention metrics, including Gross/Net Retention and churn by dollar and count
- Strong curiosity to form testable hypotheses and investigate the reasons behind metrics
- Experience applying modern AI tools to automate reporting, accelerate hypothesis testing, and predict customer behavior
- Experience with Google Sheets or Excel
- Experience building visualizations with BI platforms such as Tableau, Looker, or Power BI
- Experience with CRM tools such as Salesforce or Gainsight
- Experience using AI-assisted analytics workflows or AI copilots for rapid data exploration
- Exceptional communication skills and ability to run executive forecast meetings and drive cross-departmental accountability
Benefits
Comp & perks- Competitive benefits programs and perks designed to fit employees' and their families' needs
- Reasonable accommodations for candidates with disabilities in the recruiting process