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Requirements found

Sales (nice) Salesforce Marketing (nice) Sql Tableau Python (nice) Training Onboarding

What this posting asks for

Level: Senior — The posting asks for 5 years of experience.

Main responsibilities

• Capacity, coverage, and assignments
• Maintain headcount and capacity models, and keep them current as hiring, attrition, and book growth change the picture.
• Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leave…
• Keep assignment data clean and consistent across Salesforce, Gainsight, and reporting, so what the field sees matches what leadership sees.
• Flag where coverage doesn't match customer value or risk, and recommend how to fix it.
• Business reviews and performance reporting
• Build and run the data behind weekly, monthly, and quarterly business reviews (QBR/MBR), delivering inputs on time and with a clear point of view.
• Own renewal ops reporting: upcoming renewals, renewal status and activity, at-risk accounts, and retention outcomes. Forecast and pipeline are owned elsewher…
• Create and maintain CS dashboards and reports that CSMs, managers and LT rely on to run their books.
• Help drive and maintain rhythm of business reporting across all CS and Renewals segments

Competencies an interviewer will look for

• Leadership and mentoring Core
  In the posting: “You'll sit between CS leadership, Sales Ops, Finance, and Data.” · “Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leave…” · “Keep assignment data clean and consistent across Salesforce, Gainsight, and reporting, so what the field sees matches what leadership sees.”
  Show it by: Describes setting direction or a standard others followed; Names someone they coached and what changed for them.
• Customer focus Core
  In the posting: “Our Customer Success Managers and Renewals Specialists do their best work when the plan, data, and rhythm behind them are solid.” · “You'll own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing, then turn them into …” · “Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leave…”
  Show it by: Puts the customer's need in their own words; Shows a result for the customer, not only for the company.
• Planning and organisation Core
  In the posting: “Our Customer Success Managers and Renewals Specialists do their best work when the plan, data, and rhythm behind them are solid.” · “Support account assignment and territory planning for CS leadership: model options, run quarterly rebalancing, and carry out reassignments when someone leave…” · “Experience with territory design, account assignment, or capacity planning is a big plus.”
  Show it by: Shows how priorities were set when everything was urgent; Mentions deadlines met and how.
• Data and analysis Core
  In the posting: “Our Customer Success Managers and Renewals Specialists do their best work when the plan, data, and rhythm behind them are solid.” · “You'll own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing, then turn them into …” · “You'll sit between CS leadership, Sales Ops, Finance, and Data.”
  Show it by: Uses a number to describe the situation or the result; Explains what the data showed and what was done with it.
• Technical skill Core
  In the posting: “Strong SQL and comfort in Tableau or a similar BI tool.” · “Python or Snowflake experience.”
  Show it by: Names the tools, languages or systems used and how; Explains a technical choice and its trade-off.
• Communication Supporting
  In the posting: “You explain data clearly to people who don't live in it, and you can tell a CSM, a director, and a VP what a number means for them.”
  Show it by: Adapts the message to the listener; Gives an example of explaining something clearly in writing or speech.
• Teamwork and collaboration Supporting
  In the posting: “To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our cust…”
  Show it by: Says what they did inside a team, not only what 'we' did; Shows how a disagreement was handled.
• Ownership and accountability Supporting
  In the posting: “You'll own the numbers and mechanics that tell us who covers which customers, how much capacity we have, and how the book is performing, then turn them into …”
  Show it by: Takes a task from start to finish without being chased; Owns a mistake and what was changed after it.
• Adaptability and learning Supporting
  In the posting: “You're curious about why the number moved, not just what it is.”
  Show it by: Describes learning something new quickly and using it; Shows a change of plan and how they adjusted.

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