Specialist, Lifecycle Data & Automation

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role

Presidio is seeking a Specialist, Lifecycle Data & Automation to join the Customer Experience / Lifecycle Data team. This role is primarily an internal product builder for CX and Lifecycle stakeholders: designing, shipping, and iterating web applications and automations that teams use every day, while also supporting Gainsight lifecycle operations and underlying data management.

Approximate time allocation:
- 50% New application development for internal teams (Evolve apps, features, APIs, UI/UX, automations)
- 25% Gainsight lifecycle configuration and relationship operations
- 25% Data management, quality, reporting, and pipeline support

You will partner with CSMs, Advisors, BDMs, and CX leadership to turn stakeholder requests into working software, reliable Gainsight processes, and trustworthy datasets and Power BI reporting.

Responsibilities Include:

New Application Development (~50%)
- Design, build, and enhance internal Evolve web applications used by CX and Lifecycle teams (examples of work patterns: request trackers, OKR trackers, operational dashboards, logistics/shipping tools, and admin command centers)
- Deliver end-to-end features from intake through production: requirements clarification, UI/UX changes, API/backend work, data wiring, testing, and release notes
- Implement stakeholder feature requests and bug fixes (multi-owner models, progress calculations, editable records, pagination/controls, branding/navigation, dashboard builders)
- Build lightweight automations and scheduled jobs that keep org membership, imports, and app-backed tables in sync
- Improve access control, admin settings, and usability so non-technical users can self-serve safely
- Document application behavior, deployment notes, and handoff guidance for continuity across the team

Gainsight Lifecycle Operations (~25%)
- Create and maintain Gainsight Relationships (R360), CSM assignments, Success Plan / playbook setup, and related customer attributes
- Investigate and remediate missing or delayed order/relationship updates between booking systems and Gainsight
- Configure and maintain Gainsight rules, attributes, and automations (e.g., reporting flags, Do Not Engage / journey visibility, renewal specialist data pulls)
- Support CSM distribution lists, relationship hygiene, and recurring Gainsight maintenance requests

Data Management & Reporting (~25%)
- Perform data quality analysis and remediation (NULL owners, incorrect SKU inclusion/exclusion, sync lags, mapping mismatches, warehouse/inventory inconsistencies)
- Build, refresh, and support Power BI reports, datasets, and dashboards for renewals, QBR packages, BDM bookings, Advisor tracking, and related CX views
- Support data refresh / pipeline troubleshooting when Power BI datasets or source extracts fail; restore connectivity and refresh health as needed
- Partner with stakeholders to define clear metrics, filters, and source-of-truth rules; keep mappings and enrichment logic auditable
- Triage stakeholder requests across apps, Gainsight, and data workstreams with clear prioritization and communication

Required Skills and Professional Experience
- Bachelor's degree or equivalent work and/or military experience (Computer Science, Information Systems, Business Analytics, or related field preferred)
- 2-5 years experience building internal tools or business applications, plus data/CRM analytics exposure
- Hands-on application development experience (Python preferred; web UI frameworks such as Flask/Streamlit/React or similar; REST APIs; Git)
- Working knowledge of SQL for querying, validating, and transforming data across relational databases
- Hands-on experience with Gainsight (or comparable CS platform): relationships, rules, attributes, dashboards/reports
- Working knowledge of Power BI for report/dashboard build, datasets, DAX basics, filters, and data source troubleshooting
- Strong Excel skills for data wrangling, validation, and ad-hoc analysis
- Experience diagnosing data quality issues across systems (CRM, ERP/order, reporting layers)
- Ability to manage a high volume of stakeholder requests with clear prioritization, documentation, and communication
- Detail-oriented; able to complete work independently and on deadline
- Strong written and verbal communication with technical and non-technical audiences

Additional Skills and Professional Experience
- Experience shipping internal SaaS-style tools for operations, CX, or revenue teams
- Familiarity with subscription / renewals / Cisco or multi-OEM lifecycle data concepts
- Experience with process automation (scheduled jobs, platform rules, Python scripting, or workflow tools)
- Exposure to Salesforce, ERP extracts, LDAP/directory data, or similar operational sources
- Experience supporting QBR / CSM / BDM reporting packages
- Interest in AI-assisted productivity tooling for documentation, triage, or internal apps

 

Your future at Presidio
Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next-together.

About Presidio
Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit

Applications will be accepted on a rolling basis.

 

Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

Presidio EEO Policy Statement is available here: https://www.presidio.com/careers

Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to.

Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our career's email address, Presidio employees or any other means. Presidio is not responsible for any feeds related to unsolicited resumes/CVs.

 

#LI-FI

Qualifications Skills Preferred Years in Industry: 3-5 Intermediate Behaviors Preferred Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Team Player: Works well as a member of a group Dedicated: Devoted to a task or purpose with loyalty or integrity Education Preferred Bachelors or better. Experience Required - 2-5 years experience building internal tools or business applications, plus data/CRM analytics exposure - Hands-on application development experience (Python preferred; web UI frameworks such as Flask/Streamlit/React or similar; REST APIs; Git) - Working knowledge of SQL for querying, validating, and transforming data across relational databases - Hands-on experience with Gainsight (or comparable CS platform): relationships, rules, attributes, dashboards/reports - Working knowledge of Power BI Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.