Worth AI is seeking a detail-oriented and analytical Customer Success Analyst to join our growing team. In this role, you will play a vital part in enhancing the overall customer experience by leveraging data analytics to drive decision-making and optimize customer outcomes. You will work closely with the Customer Success team to analyze customer data, identify trends, and provide actionable insights to improve customer engagement and retention.
As a Customer Success Analyst, you will be responsible for monitoring customer health metrics, conducting in-depth analyses of customer interactions, and developing reports to support strategic initiatives. By understanding customer needs, you will help shape our customer success strategies and ensure that our clients derive maximum value from our AI solutions.
Join Worth AI as we empower businesses with AI-driven insights, and be a crucial part of our mission to deliver exceptional customer experiences.
Responsibilities
- Own and prioritize incoming customer support requests, coordinating timely resolution in collaboration with internal teams
- Assist with documentation, including meeting notes, customer summaries, and action items, to ensure continuity across accounts
- Cover for CSMs during time off by handling urgent issues, maintaining communication, and ensuring a smooth customer experience
- Document customer interactions, support cases, and feature requests in internal systems (e.g., Hubspot, G-drive, Monday)
- Help maintain up-to-date records in CRM systems (e.g., Salesforce, HubSpot) to support accurate reporting and pipeline visibility
- Provide operational support to CSMs by preparing customer data briefs and health summaries ahead of key meetings
- Analyze customer data to monitor health metrics and identify trends in c
- Maintain dashboards, reporting tools, and account tracking sheets to support day-to-day CSM activities
- Create and maintain comprehensive reports and dashboards to track customer success initiatives and outcomes.
- Support QBR/EBR prep with visuals, account metrics, and insights to enable more effective customer storytelling
- Act as a backup data contact for customer success reporting and ensure consistency during CSM absences
- Coordinate internal resource requests, such as support tickets, bug escalations, and feature feedback tracking
- Bachelor's degree in business, or a related field.
- Previous experience in a customer support or technical support role
- Strong technical aptitude and ability to troubleshoot technical issues
- Exceptional communication and interpersonal skills
- Ability to prioritize and manage multiple tasks and inquiries
- Strong problem-solving capabilities and attention to detail
- Experience in the computer software industry
- Ability to thrive in a fast-paced and dynamic environment
- Customer-centric mindset with a passion for delivering excellent partner support
- Excellent communication skills to convey insights and recommendations effectively.
- Detail-oriented mindset with a focus on customer satisfaction and success.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- Health Care Plan (Medical, Dental & Vision)
- 401k
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Work From Home or Hybrid Opportunities
- Free Food & Snacks (in Orlando, FL)
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What We Do
Worth AI is a minority-founded SaaS platform powering inclusive financial underwriting through AI. Our Values: - Economic inclusion for everyone. - Equitable decision-making through technology. - Tackling financial inclusion for all - from enterprises to small businesses. Get to Know Worth AI’s Technology: Worth AI is an underwriting platform that leverages AI algorithms to deliver lightning-fast processing times, unparalleled accuracy, and a unique user experience. Our patent-pending platform provides: - Real-time data on the SMB market. - Enabling advanced risk modeling. - Comprehensive portfolio visibility. - Continuous risk monitoring. Our data-driven platform reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources. We're pushing boundaries and rewriting the rulebook in fintech. Let's work together to make real change happen.
