Customer Success Data Analyst

Company Background

TRG Screen is a leading provider of enterprise subscription management solutions, delivering market‑leading platforms for subscription spend and usage management across global financial, legal, and professional services firms. With over 20 years of experience and offices worldwide, TRG Screen empowers enterprises to optimize subscription value through data-driven insights, automation, and exceptional customer experience.

Job Description

The Customer Success Data Analyst will support the Customer Success organization by delivering actionable insights, dashboards, and data-driven recommendations that improve customer adoption, engagement, value realization, and retention. This role focuses on analytics, reporting, and metric development rather than driving initiatives or program ownership. The analyst will partner closely with the Customer Success Team and Revenue Operations to build reliable reporting, improve data workflows, and create metrics that help the organization understand customer health, usage patterns, and value outcomes across the full customer base.

Key Responsibilities

1. Customer Success Team Collaboration

• Partner with all Customer Success (CS) functions—including Scale, Enterprise, Operations, and Enablement—to understand reporting needs.
• Define and maintain standardized dashboards, metrics, and reporting frameworks used across the CS organization.
• Provide actionable analytics that support understanding of customer health, adoption trends, engagement patterns, and support interactions.
• Provide CSMs with account-level insights including usage trends, risk indicators, adoption levels, and value measurements.
• Maintain CSM-facing dashboards to support their prioritization, renewal preparation, and engagement strategies.
• Deliver analytical support without owning renewal strategy or customer programs.
• Revenue Operations (RevOps) Collaboration
• Work with RevOps to align definitions of KPIs, lifecycle metrics, and reporting structures.
• Support integration of usage, billing, and engagement data into unified reporting sources.
• Validate and refine logic used in dashboards, scorecards, and customer health scoring.

1. Analytics, Dashboards & Metrics

• Build and maintain dashboards focused on customer success metrics including adoption, health scoring components, license utilization, and engagement.
• Define and track customer value metrics to quantify realized value.
• Deliver reporting packages that support weekly, monthly, and quarterly CS rhythms.
• Ensure reporting is reliable, refreshed consistently, and aligned with evolving business needs.

1. Automation & AI Workflow Enhancement

• Use Python or internal tools to automate recurring reporting tasks, data cleaning, and analytical workflows.
• Partner with CS Ops to improve data quality and ensure reliable metric tracking.
• Focus automation on repeatable workflows rather than driving process redesign.

Skills & Qualifications

Required:

• Bachelor’s degree in a technical or analytical field (e.g., Computer Science, Data Analytics, Mathematics, Information Systems).
• 1–2+ years of experience in data analysis, business intelligence, customer analytics, or a related function.
• Strong proficiency in Python for data manipulation and automation.
• Experience with BI and CRM tools (e.g., Looker, Salesforce).
• Understanding of SaaS metrics, customer lifecycle analytics, and usage-based reporting. Exposure to SaaS subscription models and AI usage telemetry.
• Strong analytical and communication skills, with the ability to translate data into actionable insights.
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.