The Principal Insights Analyst builds dashboards and delivers insights on risk and churn while supporting CX leaders in improving retention and upsell goals.
The Principal Insights Analyst is responsible for the regular insights around risk and churn in the business. This individual will be responsible for building and maintaining dashboards that serve as leading indicators of success for our CX leaders, across Gainsight and SFDC. They will improve the self-serve capabilities and reduce time delivering reports, providing more time for insights and action.
Essential Duties and Responsibilities
- Aggregating data across various sources to present visually appealing dashboards that support our CX leaders in improving goals for retention and upsell.
- Delivers the monthly churn and risk reports, adding insightful recommendations for the leaders to take action with their teams.
- Supporting leaders with ad hoc requests for analysis to support their business cases and presentations.
- Engaging closely with QA on data where needed and looking for ways to incorporate AI/Automation to reduce manual work in this area.
- Aligning with Rev Ops and Finance to ensure we are all maintaining the same data hygiene and logic.
Minimum Required Qualifications
- Bachelor’s degree. Experience in an analytics role at a large SaaS business will be considered in lieu of degree.
- Experience working with Salesforce CRM
- Demonstrated Experience working with business intelligence tools including Power BI, Tableau and Domo
- Experienced in stakeholder management and stakeholder communications.
- Able to articulate complex concepts in a clear and concise manner.
- Experience working in a highly collaborative, dynamic, and team-oriented work environment.
- High level of general technical understanding.
- Excellent communication and interpersonal skills, including ability to build and maintain positive working relationships with team members, internal customers, high-level staff and external vendors.
- Proficient in MS Office (primarily Excel)
Top Skills
Domo
Excel
Gainsight
MS Office
Power BI
SFDC
Tableau
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