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Senior Customer Insights Analyst - Customer Success Operations

Roles & Responsibilities

  • 3–5+ years of data analysis experience, ideally in a SaaS Customer Success, Sales Operations, or Revenue Operations environment.
  • Strong Excel skills and hands-on experience with Salesforce; experience with BI tools (Tableau, Power BI, or Sisense), and SQL or Python.
  • Experience with Snowflake or a similar data warehouse and proven ability to turn data into clear, actionable insights.
  • Excellent stakeholder management and communication skills with the ability to tailor messaging to operational and executive audiences; exposure to AI-driven analytics is a plus.

Requirements:

  • Design, build, and maintain dashboards and reports using Salesforce and Tableau to track key CS metrics (gross retention, churn, customer health, NPS, engagement impact).
  • Own KPI creation and adoption within the CS team; translate data trends into proactive recommendations to guide leadership.
  • Analyze customer behavior and product usage to identify trends, predict churn risk, and surface expansion opportunities while ensuring data integrity across systems.
  • Collaborate cross-functionally with Sales Operations, Finance, and Product to standardize data definitions, automate reporting with AI capabilities, and enable CS teams with insights for Quarterly Business Reviews.

Job description

Bullhorn's core purpose is to create an incredible customer experience, and the organization has a sharp focus on delivering very high quality products and services to its customers. The company culture is shaped by five Core Values: Ownership, Energy, Speed & Agility, Service, and Being Human. Each value, and its underlying definition, serves as a behavioral guide for employees as they interact with customers and fellow coworkers and is an embedded way of operating across our organization.

Bullhorn is a fast-paced and dynamic environment where hard work and outstanding results are rewarded and celebrated. We value those that exhibit an eagerness to learn and a strong natural desire for continuous improvement and we encourage team members to stretch themselves, acknowledge challenges and learn from them. With a strong focus on growth, we provide ample opportunities for career development and prioritize promoting from within. We believe that leaders should care deeply about the development of their employees at all levels, emphasizing emotional intelligence and accountability. Our leaders collaborate closely to ensure the success of their teams, and we work together to achieve shared goals, creating a challenging and rewarding workplace for everyone.

About the Role

The Senior Customer Insights Analyst will be the engine behind our data-driven approach to customer retention and growth.   This role is responsible for turning complex data into actionable insights that empower our leaders to make business-critical decisions.  By optimizing our reporting frameworks, this individual ensures we have a clear, data-driven view of our customers' health and the impact & effectiveness of our programs & initiatives.  By maintaining a consistent rhythm of KPI and retention reporting, they will empower leadership with the data-driven clarity needed to implement effective customer retention strategies and prioritize resources effectively.

This role is a great fit for someone who blends strong analytical and systems skills with a strategic mindset and a hands-on approach. You must be comfortable working independently, partnering closely with Customer Success leadership, and acting as a trusted thought partner who brings clarity through data. You are also curious about emerging analytics and AI capabilities and comfortable applying them to enhance our BI capability by improving speed, accuracy, and scalability. You will be expected to operate with a high degree of autonomy and act as a thought partner to CS leadership.

As a Senior Customer Insights Analyst, You Will:

  • Data Insights & Visualization: Design, build, and maintain dashboards and reports using tools such as Salesforce and Tableau to track key Customer Success metrics, including gross retention, churn, customer health, NPS, and engagement impact.

  • Metric Ownership: Own the creation and adoption of KPIs within the CS team. You won't just report numbers—you’ll master the "why" behind them, translating data trends into proactive recommendations that help leadership steer the department toward success.

  • Trend & Behavioral Analysis: Analyze customer behavior and product usage to identify trends, predict churn risk, and surface expansion-ready opportunities.

  • Data Integrity & Governance: Proactively audit and maintain customer data across systems, partnering cross-functionally as needed to ensure accuracy, consistency, and trust in reporting.

  • Intelligence Automation: Identify opportunities to automate data preparation, reporting, and insight delivery using AI tools/capabilities.

  • Operational Excellence: Partner closely with Customer Success leadership to support and optimize the customer experience, using data to validate playbooks, programs, and strategic initiatives.

  • Customer Intelligence & Enablement: Equip Customer Success teams with clear, actionable insights for Quarterly Business Reviews, including health signals, adoption trends, and performance summaries.

  • Cross-Functional Collaboration: Work with Sales Operations, Finance, and Product teams to align on data definitions and metrics, helping maintain a single source of truth across the customer lifecycle.

This job might be for you if you have:

  • Experience: 3–5+ years of experience in data analysis, ideally within a SaaS Customer Success, Sales Operations, or Revenue Operations environment.

  • Technical Skills: Strong Excel skills and hands-on experience working with Salesforce. Experience with BI and analytics tools such as Tableau, Power BI, or Sisense is highly valued. Working knowledge of SQL or Python is required.. Experience with or exposure to AI-driven analytics or reporting tools is a plus.

  • Data Visualization & Storytelling: Proven ability to turn raw data into clear, compelling insights through dashboards and reports, using Excel, BI tools, or native Salesforce reporting.  Experience with Snowflake or similar data warehouse platform is required.

  • Analytical Rigor: Solid understanding of SaaS metrics and performance indicators, including gross retention, net retention, and churn, with the ability to spot trends and risks early.

  • Project & Stakeholder Management: Experience managing projects with multiple stakeholders. From gathering requirements and building solutions to rollout, enablement, and adoption.

  • Communication & Influence: Ability to explain complex data and concepts in a clear, visual, and concise way, tailoring the message to both operational and senior/executive audiences.

The annual base salary range for this position is $95,000- $125,000. In addition, this role is eligible for an annual target bonus & a comprehensive benefits package.

Compensation and Transparency Statement

The posted range represents the good-faith estimate of what we expect to pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. Actual pay within the range will be based on factors such as, but not limited to, experience, skills, qualifications, geographic location, internal equity, and business or organizational needs and affordability. In accordance with state and local pay transparency laws we disclose salary ranges in all job postings and provide additional information upon request.

What we offer...

  • Benefits eligibility effective DAY ONE including Medical, Dental, Vision, 401(k), 401(k) Match, and more

  • Unlimited Planned Paid Time Off

  • Global Mental Health Support

  • On-Demand Learning & Development

  • Quarterly paid volunteer days

  • Lucrative Employee Referral Program (eligible for prior to your first day)

  • Company-wide mentor program

Bullhorn's core purpose is to create an incredible customer experience, and the organization has a sharp focus on delivering very high quality products and services to its customers. The company culture is shaped by five Core Values: Ownership, Energy, Speed & Agility, Service, and Being Human. Each value, and its underlying definition, serves as a behavioral guide for employees as they interact with customers and fellow coworkers and is an embedded way of operating across our organization.

We are a people-first culture where everyone’s contribution is valued and respected. We're looking for smart, forward-thinking individuals who aren't afraid to challenge the status quo and bring fresh perspectives to the table.  If you're someone who thrives in a casual, yet fast-paced and agile environment, we'd love to have you join us.

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