Customer Success Analyst

Synergis IT

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Job Title: Customer Success Analyst

Location: Chicago, IL

Duration: 12 months

Job Description:

Our client is looking to hire a Customer Success Analyst to partner closely with our Global Clients team to ensure we are enhancing the customer experience by supporting the goals of the relationship. As a Customer Success Analyst, you will build and maintain strong professional relationships with our key global customers by supporting a team of Customer Success Managers (CSMs), Global Client Directors (GCDs), and other cross-functional partners to lead, deliver, and scale operational and analytical projects and tasks. This is a highly collaborative role, which requires excellent analytical skills, organization, prioritization, clear communication, stakeholder management, and a passion for building internal/external client relationships. This role will be supporting our largest global customers, helping to ensure the account team drives maximum return on client investment.


  • Maintains detailed knowledge of our client's products and the impact they can have on our customers.
  • Assists in the process of creating customer value and operational reviews including project management of the process, providing analytical insights, consolidating format, proofreading, and pulling standard reports.
  • Completes ad-hoc report creation for customers using multiple systems to help customers understand the impact of the partnership.
  • Works cross-functionally within other teams.
  • Helps design and sustain account team organizational systems in partnership with cross-functional partners (i.e., creation/management of team communication channels, etc.).
  • Uses advanced Excel or PowerBI skills (pivot tables, formulas, and v-lookups) to compile multiple data reports.
  • Partners closely with CSMs to prioritize projects based on customer maturity.

Basic Qualifications:

  • 2+ years experience as an analyst, project manager, coordinator, consultant, or other client services role.

Preferred Qualifications:

  • Data and Insights-driven; able to synthesize data and help communicate the “so what” to a customer.
  • Strong cross-functional partnership experience.
  • Past work experience within a fast-paced environment.
  • Experience synthesizing data and insights together for a client presentation.
  • Experience working within Excel, PowerBI, and/or Tableau.
  • Experience leading/managing a project and associated deliverable work.
  • Excellent verbal and written communication skills with the ability to document and communicate with internal and external resources.
  • Highly detail-oriented and organized with the ability to effectively prioritize and multi-task.
  • Proficiency with MS Office.
  • Exceptional attention to detail is required to ensure accuracy and effective execution of all projects and tasks are undertaken.

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