What You'll Own
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Build and maintain dashboards for CSG leadership, including models & metrics related to renewals, churn predictions, account health, resource and capacity planning, budgeting and forecasting.
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Conduct analysis on account segmentation, capacity planning, and coverage models, to support continuous planning cycles.
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Ensure data structures are optimized for accurate reporting, analysis and insights, to identify and address operational inefficiencies, and for reporting to CSG Leadership.
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CSG Compensation design, planning and reporting for monthly and quarterly cycles.
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CSG Department and individual performance KPIs reporting for weekly, monthly and QBR reviews
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Develop, document, and maintain CSG standard operating procedures (SOPs) and policies for data collection, storage, and reporting to drive efficiencies across teams
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Support the enablement of Customer Success Group methodologies, including process workflow documentation and policy development.
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Partner with cross-functional teams: CIO organization (IS/BI/CoE), Sales Ops, Marketing Ops, Partners Ops, Deal Desk, Finance and Compensation teams.
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Manage CSG Ops requests queue and troubleshoot operational issues as they surface
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Strategize and leverage AI capabilities for key business practices to improve quality and efficiency for post sales functions.
What You Need to Succeed
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Must have minimum 3 years experience in Data Analytics, with at least 2 years in a Post Sales Delivery capacity (Professional Services, Partners or TAMs organizations) in a SaaS environment
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Must have advanced AI capabilities (preferable in Gemini & Claude)
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Must have advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching),
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Must have advanced Salesforce data structure knowledge, full data structure understanding, complex dashboards and reports, custom report types, calculated fields, workflows, formula fields. Lightning experience preferred
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Optional: Anaplan experience for business planning purposes and Certinia for engagements data management
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Self-starter with the ability to take ownership while navigating in an ever-shifting environment
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Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights
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Experience providing Quantitative Data and Financial Analysis to leadership for informed decision making
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Bachelor’s degree or equivalent work experience required.
What Sets Us Apart
- At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace.
- Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work.
- Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community.
- Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering.
- Stay healthy and happy with Wellness@WalkMe! Enjoy quarterly wellness reimbursements, daily BrightBreaks to recharge, and WalkMe’s annual Wellness Month every July—because your well-being matters all year long.
- WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits. Our offerings are designed to support the well-being and diverse needs of our global workforce.
- WalkMe offers a generous annual leave policy tailored to meet regional standards, ensuring all employees enjoy sufficient time off to rest and recharge.
- WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance.
- Robust Retirement Contributions: Ask HR about the specific offerings for your region!
- SAP's acquisition of WalkMe highlights a commitment to enhancing user experience and streamlining software interactions, offering opportunities to work with cutting-edge technology that drives efficiency and innovation in the workplace.