Reporting Analyst

The Customer Success Administrator provides essential administrative and coordination support to the Customer Success (CS) team. This role focuses on ensuring data accuracy, report generation, system updates, and efficient handling of customer‑related administrative requests. By supporting CS team members and managers, the Customer Success Administrator helps maintain operational efficiency and consistency across customer accounts.

This role does not own customer relationships but plays a critical role in enabling the CS team to deliver a high‑quality customer experience.

Key Responsibilities

• Coordinate and support day‑to‑day administrative activities related to customer accounts.

• Provide general administrative support to Customer Success team members and Managers.

• Respond to customer inquiries related to administrative requests in a timely and accurate

manner via email.

• Generate and maintain recurring customer reports, dashboards, and data extracts.

• Ensure accuracy and completeness of customer records in CRM and internal systems.

• Process and confirm customer portal requests (e.g., access, updates, validations).

• Support interactions with customer and internal portals (e.g., C2R and other platforms as

applicable).

• Assist with documentation, tracking, and follow‑up of customer‑related requests.

• Collaborate with Customer Success team members and Managers to support operational needs.

• Identify data or process inconsistencies and flag improvement opportunities to the CS

leadership team.

• Support audits, reporting requests, and internal reviews as required.

Profile & Skills

• Able to effectively communicate in English

• Ability to manage multiple tasks and priorities in a fast‑paced environment.

• Highly detail‑oriented, organized, structured, and reliable.

• Customer‑focused and proactive approach to problem‑solving.

• Experience working with CRM tools and the Microsoft Office Suite.

• Strong Excel proficiency, including formulas, pivot tables, and reporting tools.

• Comfortable working with data, reports, and system‑driven processes.

Working Requirements

• Complete work-from-home setup, including solid internet service

• Eastern time-zone (somewhere in the 8:00 am to 5:00 pm)

• Availability to support recurring operational deadlines and reporting cycles.