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Customer Success Analyst

Worth AI is seeking a detail-oriented and analytical Customer Success Analyst to join our growing team. In this role, you will play a vital part in enhancing the overall customer experience by leveraging data analytics to drive decision-making and optimize customer outcomes. You will work closely with the Customer Success team to analyze customer data, identify trends, and provide actionable insights to improve customer engagement and retention.

As a Customer Success Analyst, you will be responsible for monitoring customer health metrics, conducting in-depth analyses of customer interactions, and developing reports to support strategic initiatives. By understanding customer needs, you will help shape our customer success strategies and ensure that our clients derive maximum value from our AI solutions.

Join Worth AI as we empower businesses with AI-driven insights, and be a crucial part of our mission to deliver exceptional customer experiences.

Responsibilities

  • Own and prioritize incoming customer support requests, coordinating timely resolution in collaboration with internal teams
  • Assist with documentation, including meeting notes, customer summaries, and action items, to ensure continuity across accounts
  • Cover for CSMs during time off by handling urgent issues, maintaining communication, and ensuring a smooth customer experience
  •  Document customer interactions, support cases, and feature requests in internal systems (e.g., Hubspot, G-drive, Monday)
  • Help maintain up-to-date records in CRM systems (e.g., Salesforce, HubSpot) to support accurate reporting and pipeline visibility
  • Provide operational support to CSMs by preparing customer data briefs and health summaries ahead of key meetings
  • Analyze customer data to monitor health metrics and identify trends in c
  • Maintain dashboards, reporting tools, and account tracking sheets to support day-to-day CSM activities
  • Create and maintain comprehensive reports and dashboards to track customer success initiatives and outcomes.
  • Support QBR/EBR prep with visuals, account metrics, and insights to enable more effective customer storytelling
  • Act as a backup data contact for customer success reporting and ensure consistency during CSM absences
  • Coordinate internal resource requests, such as support tickets, bug escalations, and feature feedback tracking
  • Bachelor's degree in business, or a related field.
  • Previous experience in a customer support or technical support role
  • Strong technical aptitude and ability to troubleshoot technical issues
  • Exceptional communication and interpersonal skills
  • Ability to prioritize and manage multiple tasks and inquiries
  • Strong problem-solving capabilities and attention to detail
  • Experience in the computer software industry
  • Ability to thrive in a fast-paced and dynamic environment
  • Customer-centric mindset with a passion for delivering excellent partner support
  • Excellent communication skills to convey insights and recommendations effectively.
  • Detail-oriented mindset with a focus on customer satisfaction and success.
  • Ability to work collaboratively in a fast-paced, team-oriented environment.
  • Health Care Plan (Medical, Dental & Vision)
  • 401k
  • Life Insurance
  • Unlimited Paid Time Off
  • 9 paid Holidays
  • Work From Home or Hybrid Opportunities
  • Free Food & Snacks (in Orlando, FL)

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 Customer Success Analyst, Worth AI

Join Worth AI as a Customer Success Analyst and take your career to the next level in an exciting and pivotal role! We’re on the lookout for someone detail-oriented and analytical to help us enhance the customer experience through data-driven insights. In this role, you’ll be diving deep into customer data, identifying trends that allow us to tailor our AI solutions effectively for our clients. Your responsibilities will include monitoring customer health metrics, analyzing interactions, and developing reports that support our strategic initiatives. Each day, you’ll collaborate closely with our Customer Success team, ensuring that client needs are not only met but exceeded. Your expertise will shape our customer success strategies and allow our clients to derive the utmost value from our solutions. Whether you're prioritizing support requests, documenting important customer interactions, or preparing for key meetings, your knack for detail and strong communication skills will ensure a smooth and enriching experience for our clients. At Worth AI, we pride ourselves on fostering a culture that values analytical thinking and customer satisfaction. Plus, enjoy flexible work arrangements, unlimited paid time off, and a comprehensive benefits package. If you’re passionate about combining customer success and a data-driven approach, we’d love for you to apply and join us in empowering businesses with AI-driven insights!

Frequently Asked Questions (FAQs) for Customer Success Analyst Role at Worth AI
What are the key responsibilities of a Customer Success Analyst at Worth AI?

As a Customer Success Analyst at Worth AI, you will own and prioritize incoming customer support requests while collaborating with internal teams for timely resolutions. Additionally, you will monitor customer health metrics, conduct in-depth analyses, and maintain detailed reports to enhance customer engagement and retention. Your role will also involve documenting interactions, supporting Customer Success Managers, and preparing dashboards that track customer outcomes and strategic initiatives.

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What qualifications are needed for the Customer Success Analyst position at Worth AI?

To be considered for the Customer Success Analyst position at Worth AI, you should hold a bachelor’s degree in business or a related field, along with previous experience in customer or technical support roles. A strong technical aptitude, exceptional communication skills, and the ability to manage multiple tasks effectively are also essential. Candidates should demonstrate strong problem-solving abilities and a passion for delivering excellent customer support.

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How does the Customer Success Analyst contribute to customer engagement at Worth AI?

In your role as a Customer Success Analyst at Worth AI, you'll significantly influence customer engagement by analyzing key customer data and identifying trends that inform our customer success strategies. By preparing comprehensive reports, health summaries, and dashboards, your insights will facilitate better decision-making, ensuring that our clients gain maximum value from our products.

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What tools will a Customer Success Analyst use at Worth AI?

As a Customer Success Analyst at Worth AI, you will utilize various tools to manage customer interactions and data effectively. Key tools include CRM systems like Salesforce and HubSpot, along with reporting and analytics platforms. Your familiarity with project management systems such as Monday.com and Google Drive will also assist in maintaining organization and efficiency in your daily tasks.

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What workplace culture can a Customer Success Analyst expect at Worth AI?

At Worth AI, a Customer Success Analyst will thrive in a collaborative and fast-paced environment that emphasizes innovation and teamwork. The company values customer-centric approaches and prioritizes employee satisfaction by offering flexible work arrangements, professional growth opportunities, and perks such as unlimited paid time off and a comprehensive benefits package.

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Common Interview Questions for Customer Success Analyst
Can you describe your experience with analyzing customer data as a Customer Success Analyst?

In preparation for this question, discuss specific examples of how you've successfully analyzed customer data in the past. Highlight how your analysis led to actionable insights, improved customer engagement, or retention rates. Demonstrating your knowledge of key metrics and analytical tools will be beneficial.

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How do you prioritize incoming customer requests as a Customer Success Analyst?

When answering this question, emphasize your approach to prioritization, mentioning tools or methods you use. Provide specific examples of how you've handled multiple requests simultaneously, showcasing your organizational skills and ability to maintain high customer satisfaction.

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What steps do you take to ensure effective communication with customers?

Your answer should reflect your communication strategy, including establishing feedback loops, using CRM systems for documentation, and ensuring clarity in all interactions. Share an example where your communication made a significant impact on a customer or team project.

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How do you handle a situation where a customer is unsatisfied with a product or service?

In your response, outline a step-by-step process for addressing dissatisfied customers. Discuss the importance of active listening, empathy, and problem-solving, along with examples of how you've resolved conflicts in the past, particularly emphasizing a positive outcome.

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What metrics do you believe are most important for measuring customer success?

When discussing customer success metrics, mention key indicators such as Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and customer churn rates. Explain how these metrics help track performance and inform strategies for enhancing customer relationships.

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Describe a successful project you managed as a Customer Success Analyst.

This question is an opportunity to showcase your project management skills. Specify the project goals, your role in executing it, the challenges you faced, and the end results. Focus on the impact your efforts had on customer satisfaction or business outcomes.

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How do you ensure accuracy and detail in your reporting as a Customer Success Analyst?

Highlight your approach to maintaining accuracy in reports, such as utilizing checklists, reviewing data multiple times, and collaborating with colleagues for validation. Sharing examples of previous reports and how they informed business decisions can illustrate your thoroughness.

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What strategies do you use to build rapport with customers?

When addressing this question, discuss techniques such as personalized communication, anticipating customer needs, and providing consistent follow-ups. Mention specific instances where building rapport resulted in enhanced customer collaboration or loyalty.

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How do you adapt your communication style depending on the audience?

Your answer should focus on the importance of being adaptable. Describe how you assess the knowledge level and preferences of your audience—whether they're technical users or executive stakeholders—and tailor your communication style accordingly to ensure clarity and engagement.

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What role does teamwork play in your position as a Customer Success Analyst?

Emphasize the collaborative nature of the Customer Success Analyst role. Share examples of how you've worked with cross-functional teams to enhance customer experience or support successful implementation of projects, highlighting how teamwork fosters better outcomes for customers.

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DATE POSTED
April 12, 2025

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