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PowerPlan, Inc. · 2 days ago

Customer Success Operations Analyst

Smyrna, GA

Full-time

Hybrid

Mid, Senior Level

2+ years exp

PowerPlan, Inc. is an enterprise financial software solutions provider focused on helping organizations manage complex accounting, tax, and asset management challenges. The Customer Success Operations Analyst will strengthen the operational backbone of Customer Success by owning analytics, processes, and governance to ensure renewal accuracy and actionable customer health insights.

AccountingSoftware

Hiring Manager

Jason Belknap

Responsibilities

Drive Renewal Data Accuracy & Forecasting Confidence (First 90 Days)

Deliver Actionable Customer Health & Churn Insights (First 120 Days)

Enhance NPS Program & Customer Feedback Framework (First 6 Months)

Ensure Data Accuracy & Governance Across CS Systems (First 6 Months)

Drive Forecasting Accuracy & Executive Reporting Excellence (First 6–9 Months)

Qualification

Customer Success OperationsSaaS financial metricsSalesforce reportingGainsightDashboard buildingAI toolsAutomationBias for actionAttention to detailCommunication skills

Required

2–5+ years in Customer Success Operations, FP&A, Revenue Operations, or Business Operations

Strong understanding of SaaS financial metrics (ARR, renewal math, uplifts, escalators, churn, saves)

Experience with Salesforce reporting

Gainsight experience required

Ability to build dashboards

Comfort with AI tools and automation for insight generation and workflow scaling

Exceptional attention to detail and a track record of building repeatable processes

Confident communicator who can partner with CS, Sales, Finance, and Executives

Bias for action, improvement, and building for future scalability and needs

Preferred

Gainsight admin experience preferred

Power BI experience a plus

Company

PowerPlan, Inc.

Glassdoor4.0

PowerPlan’s award-winning integrated platform gives key stakeholders in accounting, tax, finance, operations, IT and regulatory the clarity they need to make decisions that improve corporate performance.

Founded in 1994

Atlanta, Georgia, USA

201-500 employees