CSM Operations Analyst (Position located in Bengaluru, India)

KnowBe4 · Bangalore, Karnataka, India · Data

Posted 2026-10-12

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Please submit your resume in English.

The Customer Success Operations Analyst will work with the CSM Operations Manager to create scalable processes that ensure best practices and efficiencies in the Customer Success arena. This position will conduct complex data analyses that will be used to help key stakeholders make  strategic decisions regarding the organization.

Requirements:

Establish and maintain scalable processes that ensure best practices in understanding and reporting on customer health

Create and maintain metrics reports/dashboards on determined KPIs for the Customer Success area

Analyze Salesforce data to develop insights and make recommendations on areas for optimization

Monitor and maintain data quality within the systems and reporting used by Customer Success

Evaluate and implement new technologies and add-on applications to improve and optimize performance

Facilitate the growth of the Customer Success team via splits of Salesforce accounts and opportunities

Assist the CSM Operations Manager with requirements gathering from stakeholders to identify full requests/needs for projects

Minimum Qualifications:

Bachelor’s Degree in a relevant IT field or equivalent work experience

Minimum 1 year of experience with Salesforce or equivalent CRM

Experience with Gmail and Google Docs

Experience with MS Office (Word and Excel)

Experience with web browsers (Chrome, Internet Explorer, etc.)

Strong verbal and written communications

Excellent time management and organization skills

Proficiency Salesforce or equivalent CRM,

Strong analytical skills (including mastery of Microsoft Excel) and experience with reporting and data analysis.

Proficiency in system/workflow analysis

Ability to manage multiple projects at the same time in a fast-paced environment.

Technically capable, excellent communicator, and a desire to improve processes.

Team Player

Ability to work autonomously

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