Customer Success Associate

The role

You will partner with Customer Success Managers to support customer programs through reporting, analysis, and audits. You will use Excel to clean and analyze program data to help prepare for program reviews, renewals, and expansions.

What you will do

• Partner with CSMs to understand goals for renewals, program reviews, quarterly business reviews and audits
• Use Cardata reporting tools to set up and prepare accurate reports
• Use Excel to clean, compare and analyze program data
• Investigate discrepancies and verify results
• Prepare mileage band audits, running rate analyses and other reports
• Work with CSMs to interpret findings and shape recommendations for presentations
• Create ad hoc reports for customer needs
• Document recurring reporting requirements

Required qualifications

• 1–3 years of experience in an operations, reporting or data-focused role
• Strong working knowledge of Excel, including cleaning and comparing data, using pivot tables and writing formulas
• Strong attention to detail and a commitment to accurate work
• Strong active listening and collaboration skills
• Ability to manage competing deadlines, communicate progress and set clear expectations
• Strong curiosity about what the data means for a customer's program
• Ability to explain findings clearly
• Learning agility and an interest in developing deep knowledge of Cardata's products, reporting tools and reimbursement programs

Benefits

• Remote work
• Flexible working hours
• Mentorship and development opportunities
• Extended medical & dental benefits
• Healthcare spending account
• $3,000 annual Health and Wellness Spending Account
• Employee assistance program (EAP)
• Flexible (Unlimited) Time Off

About the company

Cardata is a small team transforming how businesses manage vehicle reimbursement with automated solutions. They provide software and services for creating vehicle programs for companies and drivers across North America.