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Senior Data Analyst, CSG Operations

WalkMe pioneered the Digital Adoption Platform (DAP) to empower business leaders to realize the promise of technology in today's overwhelming digital world. Through WalkMe's guidance, engagement, insights, and automation, employees are more efficient, executives have better visibility into digital usage, and organizations maximize the full value of their digital assets to empower digital transformation.


WalkMe is looking for a Sr. Data Analyst (Post Sales) to join our growing Customer Success Group (CSG) Operations team. The CSG Operations team is the right hand of the Customer Success Group organization, comprising all our post-sales functions (CS, PS, Support, Renewals & CX). Reporting to the Sr. Director of CSG Operations, you'll promote operational integrity in the business and will be a forerunner in identifying trends, challenges, and opportunities. You will focus on delivering actionable insights and data driven solutions to optimize Support, Professional Services, Customer Success and Renewal processes. You will help guide our decisions with passion, data-driven analysis, and thoughtful recommendations. You'll work with a diverse cast in our CSG Ops organization to help guide the growth and performance of post sales functions within CSG.


What You'll Own
  • Build and maintain dashboards for CSG leadership, including models & metrics related to renewals, churn predictions, account health, resource and capacity planning, budgeting and forecasting. 
  • Conduct analysis on account segmentation, capacity planning and coverage models to support continuous planning cycles.
  • Ensure data pipelines and schemas are optimized for accurate reporting, analysis and insights, for reporting to CSG Leadership
  • CSG Compensation design, planning and reporting
  • CSG Department and individual performance KPIs & OKRs reporting
  • Manage and maintain key playbooks for customer health, risk management, expansion opportunities and advocacy programs. 
  • Develop, document, and maintain CSG standard operating procedures (SOPs) and policies for data collection, storage, and reporting to drive efficiencies across teams
  • Support the enablement of Customer Success Group methodologies, including process workflow documentation and policy development.
  • Partner with cross-functional teams: Customer Success, Support, Professional Services and Customer Experience (included a Scaled CS team) to identify and address operational inefficiencies.
  • Account Segmentation management & analysis
  • Troubleshooting operational issues as they surface


What You Need to Succeed
  • Must have minimum 3 years experience, with at least 2 years in an Operations capacity in a SaaS environment 
  • Must have Advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching),
  • Advanced Salesforce and Tableau knowledge is required; specifically, complex dashboards and reports, custom report types, calculated fields, workflows, formula fields. Lightning experience preferred
  • Optional: Anaplan experience for business planning purposes
  • Self-starter with the ability to take ownership while navigating in an ever-shifting environment
  • Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights
  • Experience providing Quantitative Data Analysis to leadership for informed decision making 
  • Experience with scaled Customer Success teams, operations and methodology 
  • Optional: Experience administering Gainsight / Totango or a similar Platforms
  • Bachelor’s degree or equivalent work experience required
  • Must be able to work 3 days per week in Raleigh or Austin office


What Sets Us Apart
  • At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more.  We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace.   
  • We seek to hire and develop the best talent, bringing a range of perspectives, experiences and background to the DAP category. This helps us better meet the diverse needs of our global communities and clients with creativity, insight, and market innovation.  We welcome and encourage applicants from across different genders, gender identity and expression, sexual orientation, race, age, national origin, citizen status, religion, body size, socioeconomic status, ability, neuro(a)typicality, physical appearance, veteran status or any other characteristic. 
  • We value collaboration and understand the importance of a healthy work-life balance . To support, we offer: 
  • Flexible Work Arrangements: We offer hybrid and flexible hours to help manage work commitments and personal life effectively.  
  • Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community.
  • Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering. 
  • Comprehensive Health Care Coverage for our Employees and Families, 401(k) program with company matching (up to $5,000), and a vacation policy to encourage a healthy work-life balance.
  • WalkMe is recognized as a Star Performer in DAP for the 2nd year in a row!
  • WalkMe helps international companies such as: IBM, LinkedIn, Walgreens, Microsoft, Adobe, Hershey's, Quest Diagnostics and more!


Our job titles may span more than one career level. The starting base pay for this role is between $110,000 and $125,000. The actual base pay is dependent upon many factors, such as: location, training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role may also be eligible for bonus and benefits as part of our competitive total rewards package.


TO ALL RECRUITMENT AGENCIES:

WalkMe does not accept agency resumes. Please do not forward resumes to WalkMe employees or any other company location. WalkMe is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company for this specific role.

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CEO of WalkMe
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$125000K

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What You Should Know About Senior Data Analyst, CSG Operations, WalkMe

WalkMe is on the lookout for a talented Senior Data Analyst to join our Customer Success Group (CSG) Operations team. In the fascinating world of digital adoption, you'll be at the forefront, helping organizations maximize the full value of their digital investments. As a Senior Data Analyst at WalkMe, you'll dive into creating impactful dashboards that offer insights on renewals, churn predictions, and account health. You won't just crunch numbers; you'll transform them into actionable recommendations for enhancing our CSG operations. Your role will also involve collaborating with various teams like Customer Success, Support, and Professional Services, ensuring that we tackle operational hurdles head-on. If you’re passionate about data and excited about empowering organizations through insightful analyses, this is your chance! With opportunities to drive continuous improvements and contribute to the development of our data-driven strategies, you'll play a pivotal part in steering our post-sales functions towards success. By applying your advanced skills in Excel, Salesforce, and Tableau, you'll not only ensure accurate reporting but also help shape our team's strategic goals. If you thrive in a dynamic environment and are eager to make an impact, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Senior Data Analyst, CSG Operations Role at WalkMe
What are the main responsibilities of a Senior Data Analyst at WalkMe?

As a Senior Data Analyst at WalkMe, your key responsibilities will include building and maintaining dashboards for CSG leadership, conducting analysis on account segmentation, capacity planning, and optimizing reporting mechanisms. You'll play a critical role in enhancing operational efficiency within the CSG Operations team, ensuring data accuracy, and providing insightful recommendations for enhancing Customer Success, Support, and Professional Services.

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What qualifications are required to become a Senior Data Analyst at WalkMe?

To qualify for the Senior Data Analyst position at WalkMe, you should possess a minimum of 3 years of experience, with at least 2 years in an Operations role within a SaaS environment. Advanced skills in Excel and experience with Salesforce and Tableau are essential. A degree or equivalent work experience is also required. Familiarity with data analysis tools and techniques, as well as the ability to convey complex data insights clearly, will be vital for success in this role.

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What skills are essential for a Senior Data Analyst at WalkMe?

Essential skills for the Senior Data Analyst role at WalkMe include advanced proficiency in Excel/Google Sheets, experience with Salesforce and Tableau for dashboard creation, and the ability to analyze and interpret quantitative data effectively. Additionally, strong communication skills are key, as you'll need to translate complex datasets into actionable insights for cross-functional teams.

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What is the work environment like for a Senior Data Analyst at WalkMe?

WalkMe fosters a supportive and collaborative work environment for Senior Data Analysts. The company champions work-life balance with flexible work arrangements and a culture that celebrates diversity and inclusion. You'll find opportunities for professional development and contribute to a team that aims to drive digital transformation for businesses globally.

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How does WalkMe support the growth and development of a Senior Data Analyst?

At WalkMe, growth is a priority! As a Senior Data Analyst, you’ll have access to continuous learning opportunities through our career compass offering. The company also encourages professional development and teamwork, allowing you to enhance your analytical capabilities while contributing to meaningful projects that drive positive changes across the CSG team.

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Common Interview Questions for Senior Data Analyst, CSG Operations
Can you describe your experience with data visualization tools like Tableau?

When answering this question, highlight specific projects where you utilized Tableau to create dashboards and visualize data for actionable insights. Share how you overcame challenges and the impact your visualizations had on decision-making processes.

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How do you approach data quality assurance in your analysis?

Discuss your methods for ensuring data accuracy, including validation techniques and routine audits. You might mention tools or practices you use to identify and rectify discrepancies, ensuring reliable insights for stakeholders.

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What strategies do you use for effective communication of complex data insights to non-technical stakeholders?

Explain your approach to simplifying complex data by focusing on key takeaways and actionable recommendations. Use examples to illustrate how you've successfully conveyed insights to different teams in a clear and relatable manner.

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Describe a time when you identified a significant operational inefficiency. How did you address it?

Use the STAR method (Situation, Task, Action, Result) to frame your answer. Detail the inefficiency, your analysis, the solutions you proposed or implemented, and the positive outcomes that resulted from your actions.

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How do you prioritize multiple projects and deadlines?

Share your time management techniques, such as the use of project management tools or prioritization frameworks. Give examples of how you've successfully balanced competing projects, focusing on maintaining quality under pressure.

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What are your experiences with account health analysis?

Discuss your familiarity with key metrics that indicate account health, techniques for segmenting accounts based on risk, and how you leverage data to make proactive recommendations for customer engagement.

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How comfortable are you with modeling and forecasting in Excel?

Highlight your hands-on experience with Excel functions and formulas that support forecasting and modeling. Provide an example of how you've utilized these skills to create insightful projections that informed business decisions.

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Can you explain your experience with Salesforce and how it aids your data analysis?

Discuss your proficiency with Salesforce, particularly in building reports and managing data for accurate analysis. Include specific examples of how you’ve utilized Salesforce to support strategic initiatives in a past role.

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How do you stay updated with the latest data analysis trends and technologies?

Mention your commitment to continuous learning, including resources you follow, courses you take, or forums you participate in. Emphasize how this ongoing education enriches your professional development and informs your analytical practices.

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Why do you want to work as a Senior Data Analyst at WalkMe?

Share your enthusiasm for WalkMe’s mission and values, along with how your skills align with the goals of the CSG Operations team. Emphasize your desire to work in an environment that values collaboration, diversity, and innovation in digital adoption.

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At WalkMe, we're not just adapting to the future - we're creating it We're building a new standard of work with Text-to-Action. Our AI understands not just user actions, but their underlying intentions. It can comprehend intent and execute actions...

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Full-time, hybrid
DATE POSTED
January 28, 2025

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