Customer Success Analyst - Advisor

About the Role

We are looking for dynamic, detail-oriented and data driven professionals to join our newly established advisory team in Bangalore, India. Partnering with Customer Success and Account Managers, this team will play a pivotal role in strategic business development by scaling operational and high value engagements for our global customer base. The Advisors in this role will focus on supporting Operational Reviews, Quarterly Business Reviews (QBRs), and Value Assessments (VAs) by demonstrating qualitative and quantitative benefits of the Boomi platform to various stakeholders within a customer’s IT organization. They will possess strong data acumen to product data, platform usage, adoption trends, and value metrics to create insights-driven customer deliverables that focus on enabling informed decision-making and continuous optimization of their Boomi implementation.

Location - Bangalore

Key Responsibilities 

• Data Preparation and Analysis:

  • Extract and analyze platform usage, adoption trends, and value metrics to create insights-driven customer deliverables.

  • Prepare data-backed presentations by collaborating with Customer Success and Account Managers highlighting usage trends, platform benefits, cost savings and maturity assessments.

• Operational Support for Reviews:

  • Prepare slides and data points for Monthly Adoption Reviews and QBRs.

  • Collaborate with account teams to tailor content based on customer-specific needs.

• Value Assessments:

  • Conduct structured value assessments to showcase the business outcomes achieved through Boomi.

  • Develop and curate findings tied to documented outcomes using reference metrics like cost avoidance and ROI.

• Insights and Contextual Updates:

  • Provide commentary on trends, usage updates, and contextualized feature recommendations based on customer activity and platform changes as well as industry trends and point of views.

• Scalable Processes:

  • Work on a mix of automated and augmented processes to ensure consistent high-value engagement across accounts.

  • Leverage tools and processes to streamline data-driven insights and support scaled success initiatives.

  • Standardize best practices for adoption and value realization discussions.

Requirements

Experience

• 5+ years of background in Customer Success, Advisory, Data or Business Analysis, or related roles.

• Proficiency in data analysis and creating presentations for executive-level discussions.

• Analytical mindset with attention to detail and the ability to contextualize data into actionable insights.

• Excellent collaboration, communication and organizational skills to work with cross-functional teams.

• Familiarity with SaaS platforms and value realization methodologies including tools like PowerBI/Tableau, Gainsight, Salesforce and business intelligence platforms

• Knowledge of cost optimization and ROI analysis in technology solutions.

Qualifications

• Education: Bachelor’s degree or diploma in fields such as Business Administration, Computer Science, Information Systems, or related disciplines.

Certifications

• Have or achieve full Boomi Developer, Architect, and Administrator certifications within the first two months of employment.

• Certifications in Data Analysis or Data Science vocational courses

Why Join Us?

This is an exciting opportunity to shape a new team and directly contribute to scaling Boomi’s Customer Success operations globally. You will play a critical role in driving measurable value for customers and enabling their long-term success with the Boomi platform.

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