Customer Success Analyst- On Site

Customer Success Analyst

The Customer Success Analyst is responsible for reporting, data mining, data analysis, and project support for the Sales team as well as the customer. Has a direct relationship with the customers business, data, and IT team and works with internal business partners involved in managing, determining, and maintaining data, in order to support the customers utilization of company data. Provides recurring reports and develops ad hoc reports needed to monitor company and customer businesses. Analyzes data, prepares and presents results in order to identify and / or resolve business problems as well as drive business actions in often-critical areas. Develops processes and technological tools, identifies technological and data-driven solutions, and leads or participates in the development of and execution of IT-related projects such as new report development and system enhancements / fixes to meet company and customer goals. The nature of the work is highly analytical and organized.

Being in customer experience involves understanding and managing the interactions between UNFI and our customers throughout the entire journey. Whether its small or large retail grocery stores, our team ensures theyre getting the best possible service and support so we can deliver better together. Our customer experience team strives to make our customers stronger and help transform the future of food.

Job Responsibilities :

• Assesses sales data for the sales team. Examine monthly, quarterly, and annual sales reports to : identify sales patterns, areas for improvement, contract compliance, supplement UNFI fill rate reporting and specific customer requests.
• Assess market data, including competitors, to identify areas where the sales team can increase its efforts.
• Evaluates data using Access, Excel and other tools to identify root causes and possible solutions to company and customer business issues and to support business project and change needs; sources and manipulates data from company and customer.
• Provides guidance on pros and cons of possible solutions, recommends business process changes, and develops metrics.
• Develops analytics on sales data by customers to help determine opportunities of what the customer may carry today compared to top selling items for that brand or category
• Creates sales and revenue forecasts using economic conditions, pipeline analysis, booking estimates, and key sales performance indicators.
• Gathers, analyzes, and provides forecast information on sales, products, and customers for assigned territory.
• Assist in preparing sales materials.
• Work with the Operations teams to determine the status of deliveries.
• Work with internal teams to determine the arrival of out of stock products.
• Manage Customer Success issue resolution processes in partnership with the account management team.
• Provides direct support to the customers data and IT teams to research and resolve issues with transmitted company data, especially cost and product data.
• Submits IT Service Requests to automate ad hoc reports, enhance system functionality, and fix system issues; designs and performs high-quality and accurate user-acceptance testing; approves developed solution for install.
• Performs other duties as assigned.

Job Requirements :

Education / Certifications / Experience :

Knowledge / Skills / Abilities :

Hybrid Role : This position follows a hybrid schedule working in office () days per week. The acceptable split between onsite and remote work is determined by the manager. Hybrid associates may choose to work from an office on a more frequent basis than required.

Travel (minor) : This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.