Customer Success Operations Specialist enabling customer - facing teams at Cardata, which automates vehicle reimbursement programs. Creating training, communications and resources that drive product adoption.
About the role
- Customer Success Associate analyzing vehicle reimbursement programs for Cardata. Preparing reports, audits, and insights that support customer reviews, renewals, and expansions.
Responsibilities
- Partner with Customer Success Managers to understand goals for renewals, program reviews, quarterly business reviews and audits
- Clarify the data needed for each customer initiative
- Become an expert in Cardata’s reporting tools and prepare accurate reports
- Use Excel to clean, compare and analyze program data
- Investigate discrepancies and verify results
- Prepare mileage band audits, running rate analyses and other program-performance reports
- Help CSMs interpret findings and shape stories, recommendations and customer impact for presentations and conversations
- Create ad hoc reports for customer needs
- Document recurring reporting requirements
Requirements
- 1–3 years of experience in an operations, reporting or data-focused role
- Strong working knowledge of Excel, including cleaning and comparing data, using pivot tables and writing formulas
- Strong attention to detail and commitment to accurate work
- Ability to use formulas, cross-checks and other methods to verify results
- Strong active listening and collaboration skills
- Ability to understand requests, ask clarifying questions and define analysis needs
- Ability to manage competing deadlines, communicate progress and set clear expectations
- Strong curiosity about customer data and ability to explain findings clearly
- Learning agility and interest in developing deep knowledge of Cardata’s products, reporting tools and reimbursement programs
Benefits
- Remote work and flexible working hours
- Mentorship and development opportunities
- Extended medical & dental benefits
- Healthcare spending account
- $3,000 annual Health and Wellness Spending Account
- Employee assistance program (EAP)
- Flexible (Unlimited) Time Off
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No Education Requirement
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