Customer Success Operations Specialist

Looking for a role where your insights matter? As a Sales Operations Specialist, you’ll partner with sales teams to streamline processes, resolve policy issues, and create tools that boost efficiency. About the Role: Support the TR Sales Organization by delivering timely, accurate operational reporting and actionable insights to drive effectiveness across renewals and customer success. Partner closely with Commercial Excellence and Finance to streamline and provide dependable data throughout the sales process. Develop and deliver reporting insights aligned with Commercial Excellence and broader sales objectives. Leverage tools such as Alteryx , Oracle , and others to aggregate and synthesize data from multiple sources, creating efficient data lakes. Build dynamic, user-friendly tools and executive-level reports that are accurate, visually appealing, and easy to digest. Identify trends, future reporting needs, and opportunities to simplify and consolidate key data elements. Conduct deep dives and statistical analysis to uncover trends, risks, and areas for improvement, presenting actionable insights to leadership. Collaborate with sales operations and finance to execute reporting requirements and support Commercial Excellence initiatives. Analyze data and metrics to tell a compelling story that drives strategic decisions and sales actions. Proactively spot trends, question data, and provide diagnostics to sales leadership. Renewal activity (preparing for meetings, creating, reviewing, and correcting quotes, etc.) Pre-call planning, account planning/research, accessing account information from multiple reports housed in various formats (i.e. SFDC, MyAccount etc.) Administrative reporting and review such as commissions, A/R, and retention Support other Commercial Excellence projects as required. About You: 4 years' experience in business or financial, data analyst, data scientist roles with exceptional project management skills and attention to detail. Demonstrated knowledge and understanding of TR product and customer landscape to enable balanced tradeoffs between standardization and customization across segments. Advanced level skills in the following systems: Alteryx, Tableau, Excel, MS Powerpoint, Power BI. Knowledge of Gainsight application and Oracle. Proven ability to take complex and disparate data sets and create streamlined and efficient data lakes with connected and routinized cadence. Technical aptitude including knowledge of salesforce.com Strong interpersonal skills and ability to team with partners from various business units. Superior diagnostic and problem-solving skills. Past experience with problem solving and communicating with sales channels, customers, and internal management. Ability to be flexible with working hours to support ever changing demands of the business. #LI-SS3 What’s in it For You? Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide M ... (truncated, view full listing at source)