Customer Success Associate

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with Customer Success Managers to comprehend objectives for renewals, program evaluations, quarterly business reviews, and audits.

• Define the data required for each customer initiative.

• Attain expertise in Cardata’s reporting tools and generate precise reports.

• Utilize Excel to cleanse, compare, and analyze program data.

• Explore discrepancies and validate results.

• Compile mileage band audits, running rate analyses, and other performance reports for programs.

• Assist CSMs in interpreting findings and crafting narratives, recommendations, and customer impacts for presentations and discussions.

• Develop ad hoc reports tailored to customer requirements.

• Record recurring reporting necessities.

⛳️ Requirements

• 1–3 years of experience in an operations, reporting, or data-driven position.

• Proficient knowledge of Excel, including data cleaning and comparison, utilizing pivot tables, and writing formulas.

• Keen attention to detail and a dedication to producing accurate work.

• Capability to employ formulas, cross-checks, and other methods to confirm results.

• Excellent active listening and collaboration abilities.

• Proficiency in understanding requests, posing clarifying questions, and defining analysis requirements.

• Ability to handle competing deadlines, communicate progress, and establish clear expectations.

• Strong curiosity about customer data and the ability to articulate findings clearly.

• Quick learning ability and interest in gaining comprehensive knowledge of Cardata’s products, reporting tools, and reimbursement programs.

🏝️ Benefits

• Remote work and flexible working hours.

• Mentorship and development opportunities.

• Comprehensive medical and dental benefits.

• Healthcare spending account.

• $3,000 annual Health and Wellness Spending Account.

• Employee assistance program (EAP).

• Flexible (Unlimited) Time Off.