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CSM Analyst

We are looking for a strategic, customer-focused Customer Success Analyst to lead retention efforts by engaging with customers who are considering canceling their services. You will play a crucial role in reducing churn by offering tailored solutions during critical negotiations, reinforcing the value of our product suite, and addressing customer concerns. This role requires strong negotiation skills, quick thinking, and the ability to work cross-functionally with internal teams to improve customer retention strategies.

This position will be hybrid: with in-office days on Tuesday and Wednesday. Work-from-home is optional on Monday, Thursday, and Friday.

Reports to: Manager of Customer Success, Lynsey Smith

What You Will Own:

  • Handle customer cancellation requests, identifying their concerns and offering customized solutions to retain their business.

  • Lead negotiations, presenting product value propositions, financial considerations, or other tailored save plays to prevent churn.

  • Collaborate closely with Product, Sales, Onboarding, Support, and Finance teams to improve retention efforts and engage in feedback loops.

  • Gather and analyze insights from customer interactions to refine retention tactics and inform broader strategies.

  • Develop and implement effective save play strategies that balance customer satisfaction with business objectives.

  • Track and report retention outcomes, providing data-driven insights to drive continuous improvement.

What You Will Need to Accomplish the Job:

  • Experience in customer success, sales, or a related field.

  • Strong negotiation and problem-solving skills.

  • Ability to effectively communicate and articulate product value propositions.

  • Ability to collaborate across multiple departments and manage stakeholder relationships.

  • Analytical mindset with experience in data tracking and reporting.

What Will Make Us Love You:

  • Experience in handling high-stakes customer interactions.

  • A customer-centric mindset with a proactive approach to solving challenges.

  • Ability to adapt quickly and think strategically under pressure.

  • Strong emotional intelligence and empathy when dealing with customer concerns.

  • Experience with customer retention in a SaaS environment (preferred).

Weave is an equal opportunity employer that is committed to diversity and inclusion. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.

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Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About CSM Analyst, Weave

At Weave, we're on the lookout for a dynamic Customer Success Analyst to join our Lehi team! In this role, you’ll be the key player in our efforts to keep our customers happy and engaged. As our Customer Success Analyst, you'll step in during those critical moments when customers are thinking about canceling their services, and it will be your mission to help them see the value of what we offer. Your strategic mindset will shine as you engage with our customers, listen to their concerns, and present tailored solutions that reinforce the benefits of our product suite. Collaboration is key, and you’ll work closely with teams in Product, Sales, Onboarding, Support, and Finance to craft effective retention strategies. You'll get to flex your negotiation skills, turning conversations into success stories that reduce churn and enhance customer satisfaction. Your analytical abilities will empower you to track the results of your efforts, driving continuous improvement for our customer retention tactics. If you have a knack for problem-solving and a passion for customer success, this could be the perfect fit for you! Plus, with the hybrid work model allowing flexible work-from-home days, you can find the right balance that works for you. Under the guidance of Manager of Customer Success, Lynsey Smith, you're set for a rewarding journey here at Weave!

Frequently Asked Questions (FAQs) for CSM Analyst Role at Weave
What are the main responsibilities of a Customer Success Analyst at Weave?

As a Customer Success Analyst at Weave, your primary responsibilities include managing customer cancellation requests, negotiating tailored solutions to prevent churn, collaborating cross-functionally with internal teams, gathering insights from customer interactions, and tracking retention outcomes with data-driven strategies.

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What qualifications do I need to apply for the Customer Success Analyst position at Weave?

To be considered for the Customer Success Analyst role at Weave, you should have experience in customer success or sales, strong negotiation and problem-solving skills, and the ability to communicate effectively. An analytical mindset with data tracking experience as well as collaboration skills are also essential.

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How does the Customer Success Analyst position at Weave involve teamwork?

In the Customer Success Analyst role at Weave, teamwork is essential! You'll collaborate closely with various departments such as Product, Sales, Onboarding, Support, and Finance, ensuring that retention strategies are informed by collective feedback and insights from different functions.

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What key skills should a successful Customer Success Analyst possess?

A successful Customer Success Analyst at Weave should possess strong negotiation and problem-solving skills, excellent communication abilities, and emotional intelligence. The ability to think strategically under pressure and adapt quickly while maintaining a customer-centric approach is crucial.

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Is there an opportunity for remote work for the Customer Success Analyst role at Weave?

Yes! The Customer Success Analyst position at Weave offers a hybrid work model. You’ll work in the office on Tuesdays and Wednesdays, while you have the flexibility of working from home on Mondays, Thursdays, and Fridays.

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Common Interview Questions for CSM Analyst
Can you explain how you handle customer cancellation requests as a Customer Success Analyst?

When faced with cancellation requests, I start by actively listening to understand the customer's concerns fully. I would then present tailored solutions or negotiate terms that highlight the product's value while aiming to address their needs and objectives.

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What strategies do you use to prevent customer churn?

To prevent customer churn, I leverage data analytics to identify at-risk customers and engage them with customized communication. Additionally, building strong relationships and trust through regular check-ins helps ensure satisfaction and highlight the ongoing value of our offerings.

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How do you collaborate with other teams to improve retention strategies?

Collaboration involves regular meetings with Product, Sales, and Support teams to share insights and feedback. By aligning our strategies and discussing customer feedback, we can develop enhanced retention tactics that directly address customer needs.

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Describe a successful negotiation you've conducted in a customer-facing role.

In a previous role, I had a customer who was ready to leave due to pricing concerns. I successfully negotiated by understanding their budget constraints and thus offered a customized solution that balanced their needs and our business goals, leading to a long-term partnership.

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How do you measure the success of retention strategies?

I measure the success of retention strategies through key metrics such as customer churn rate, customer lifetime value, and feedback from customer satisfaction surveys. Regularly analyzing this data helps to refine our approaches continuously.

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What tools or software do you find useful in a Customer Success Analyst role?

Some useful tools for a Customer Success Analyst include CRM software like Salesforce for tracking interactions, data analytics platforms for measuring customer insights, and communication tools such as Slack for collaboration across teams.

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How do you ensure you're aligned with customer goals?

I ensure alignment with customer goals by conducting regular check-ins and business reviews to understand their evolving needs and objectives. This proactive approach allows me to tailor our solutions to support their specific targets.

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What role does emotional intelligence play in customer success?

Emotional intelligence is crucial in customer success as it helps build rapport, understand customer emotions, and address concerns empathetically. This creates a more positive interaction and fosters trust, making it easier to resolve issues effectively.

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How do you adapt to changing customer needs?

I adapt to changing customer needs by staying connected with them through ongoing communication and feedback loops. By understanding trends and shifts in their business, I can proactively offer solutions that align with their changing circumstances.

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Why is data analysis important in the role of a Customer Success Analyst?

Data analysis is vital for a Customer Success Analyst as it provides insights into customer behavior, helps identify trends, and informs retention strategies. Leveraging data allows for more effective and targeted decision-making to improve overall customer satisfaction.

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Full-time, hybrid
DATE POSTED
January 11, 2025

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