Customer Success Analyst - Hybrid
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info.
We need to parse the job posting.
Key sections:
- Job Overview: description of role. Could be "About the role". Use About the role
then
with prose. - Key Details: hybrid, location, commute, Excel, retail background. Could be part of About the role or maybe separate "Details". But we only have allowed headings; we could incorporate into About the role or maybe "Qualifications". However we need to follow allowed headings list; we can choose which to include. - Job Responsibilities: list of duties. Use
Responsibilities
then- each bullet.
- Job Requirements: Education/Certifications, Experience, etc. Could be split into Requirements, Qualifications, Skills. The posting includes Education/Certifications, Experience, Understanding..., Proficiency..., Demonstration..., Knowledge/Skills/Abilities. We can map:
- Requirements: Education/Certifications, Experience (maybe).
- Qualifications: Understanding of sales forecasting, margin, profitability, proficiency in MS Office, SalesForce, CRM, etc.
- Skills: Knowledge/Skills/Abilities: root cause analysis, solution research, modeling, compilation and presentation, manage projects, interpersonal, communication, organizational, analytical skills.
But we must not create sections with filler. We need actual content.
Also we have Physical Environment/Demands: could be part of Requirements or maybe omitted if not needed? It's substantive; we could include under Requirements or maybe a separate section but not in allowed list. Could incorporate into Requirements as a paragraph.
Compensation: mentions "UNFI anticipates paying the above-referenced pay rate (or within the above-referenced pay range)". No actual numbers given, just placeholder. This is vague; we should not create Pay section because no specific pay. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits: they list benefits programs (PTO, sick time, holidays, parental leave, 401K, medical, dental, vision, life, AD&D, short/long term disability, FSA/HSA). That's specific. So we can include Benefits section.
Schedule: they mention hybrid - 3 days minimum in-office. That's schedule info. So we can include Schedule section.
Pay: not specific; we should omit.
Now we need to ensure we don't include boilerplate like EEO, accommodation, veteran, etc. Also remove "Job ID/requisition numbers". Not present.
We need to preserve all substantive information: that includes the hybrid schedule, location, commute, Excel preference, retail background ideal. Also the responsibilities list, requirements, qualifications, skills, benefits, schedule.
We must not invent or summarize away detail. Must keep details.
Let's extract content.
Job Overview paragraph:
"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 customer’s business, data, and IT team and works with internal business partners involved in managing, determining, and maintaining data, in order to support the customer’s 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."
We'll put that in
. Key Details: "This position is considered hybrid - 3 days minimum in-office. Office location within a customer's Corporate office in Springfield, MA. Looking for a candidate within a 20-30 minute commute to the office location. Strong Excel and analytics skills preferred. Retail background would be ideal." We could incorporate into About the role or maybe a separate "Details" but not allowed. Could add to About the role as additional paragraph. But we must not repeat job title. It's fine. Responsibilities: list under "Core Responsibilities" with subheadings: Sales Data Mining & Analysis, Sales Forecasting, Account Support, Project Support. Each has bullet points. We need to flatten into
- items, preserving details.
Let's extract each bullet:
Sales Data Mining & Analysis:
- 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
Sales Forecasting:
- 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.
Account Support:
- 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.
Project Support:
- Provides direct support to the customer’s 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.
We'll combine into a single list.
Job Requirements:
Education/Certifications: Bachelor’s Degree in Business Analytics, or a related field preferred.
Experience: 3+ years of sales analyst experience preferred.
Understanding of sales forecasting, programs, promotions and related techniques
Understanding of margin and company profitability
Proficiency in Microsoft Office Suite, SalesForce, CRM and other company systems
Demonstration of ability to analyze data based on customer needs
Knowledge/Skills/Abilities:
- Root cause analysis, solution research and development, modeling of change options and recommendations
- Compilation and presentation of data and analysis results that inform and drive leadership decisions
- Able to manage and coordinate projects
- Strong interpersonal, communication, organizational and analytical skills
Physical Environment/Demands: Office Roles: Most work is performed in a temperature-controlled office environment. Incumbent may sit for long periods of time at a desk or computer terminal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday. Stooping, bending, twisting, and reaching may be required in the completion of job duties.
We could include Physical Environment under Requirements or maybe as a separate paragraph within Requirements.
Benefits:
"For Washington positions (or positions that may be performed remotely from Washington), https://www.unfi.com/jobs-more-info-wa.html for Washington-specific paid time off details. Candidates hired into this position will also be eligible to participate in the following benefits programs: Paid Time Off; Sick Time; paid holidays and parental leave; 401K Program; medical, dental, vision, life, and accidental death/dismemberment insurance; short-term and long-term disability insurance program, Flexible Spending Account and/or Health Savings Account, subject to meeting the eligibility requirements and the terms and conditions of these programs, and subject to any requirements under applicable collective bargaining agreements. UNFI’s compensation, benefits, and paid time off policies are subject to change in the Company’s sole discretion, consistent with applicable law."
We need to preserve all substantive info. The link maybe we keep as is? It's a URL; we can keep as plain text within
. The boilerplate about policies subject to change maybe we keep as it's substantive? It's not boilerplate? It's a statement about benefits policies; we can keep. Schedule: "This position is considered hybrid - 3 days minimum in-office. Office location within a customer's Corporate office in Springfield, MA. Looking for a candidate within a 20-30 minute commute to the office location." We could put schedule details there. Pay: not specific, omit. Now we need to decide which sections to include. We have: - About the role (Job Overview + Key Details maybe) - Responsibilities - Requirements (Education/Experience) - Qualifications (Understanding, proficiency, demonstration) - Skills (Knowledge/Skills/Abilities + Physical Environment) - Benefits - Schedule We must avoid empty sections. Let's craft HTML. We'll start with
About the role
thencontaining the overview and key details combined? Might be long but okay. Better to split: About the role (overview) and then maybe separate paragraph for key details but still under same heading? Could add another
for key details. We'll do:
About the role
Overview paragraph.
Key details paragraph.
ThenResponsibilities
- with li.
Then
Requirements
- for education/experience? Could also include understanding etc but we have separate Qualifications and Skills.
Let's define:
Requirements: Education/Certifications, Experience.
Qualifications: Understanding of sales forecasting..., Understanding of margin..., Proficiency..., Demonstration...
Skills: Knowledge/Skills/Abilities bullets, Physical Environment.
Benefits:
Benefits
- maybe.
Schedule:
Schedule
with hybrid details. Now ensure we don't include filler like "commensurate with experience". Not present. Now produce HTML. Let's write. Overview paragraph: "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 customer’s business, data, and IT team and works with internal business partners involved in managing, determining, and maintaining data, in order to support the customer’s 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." Key details paragraph: "This position is considered hybrid - 3 days minimum in-office. Office location within a customer's Corporate office in Springfield, MA. Looking for a candidate within a 20-30 minute commute to the office location. Strong Excel and analytics skills preferred. Retail background would be ideal." Now Responsibilities list items as earlier. We'll need to ensure each bullet is a full sentence? Keep as is. Now Requirements list: - Bachelor’s Degree in Business Analytics, or a related field preferred. - 3+ years of sales analyst experience preferred. Now Qualifications list: - Understanding of sales forecasting, programs, promotions and related techniques - Understanding of margin and company
- items, preserving details.
Let's extract each bullet:
Sales Data Mining & Analysis:
- 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
Sales Forecasting:
- 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.
Account Support:
- 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.
Project Support:
- Provides direct support to the customer’s 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.
We'll combine into a single list.
Job Requirements:
Education/Certifications: Bachelor’s Degree in Business Analytics, or a related field preferred.
Experience: 3+ years of sales analyst experience preferred.
Understanding of sales forecasting, programs, promotions and related techniques
Understanding of margin and company profitability
Proficiency in Microsoft Office Suite, SalesForce, CRM and other company systems
Demonstration of ability to analyze data based on customer needs
Knowledge/Skills/Abilities:
- Root cause analysis, solution research and development, modeling of change options and recommendations
- Compilation and presentation of data and analysis results that inform and drive leadership decisions
- Able to manage and coordinate projects
- Strong interpersonal, communication, organizational and analytical skills
Physical Environment/Demands: Office Roles: Most work is performed in a temperature-controlled office environment. Incumbent may sit for long periods of time at a desk or computer terminal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday. Stooping, bending, twisting, and reaching may be required in the completion of job duties.
We could include Physical Environment under Requirements or maybe as a separate paragraph within Requirements.
Benefits:
"For Washington positions (or positions that may be performed remotely from Washington), https://www.unfi.com/jobs-more-info-wa.html for Washington-specific paid time off details. Candidates hired into this position will also be eligible to participate in the following benefits programs: Paid Time Off; Sick Time; paid holidays and parental leave; 401K Program; medical, dental, vision, life, and accidental death/dismemberment insurance; short-term and long-term disability insurance program, Flexible Spending Account and/or Health Savings Account, subject to meeting the eligibility requirements and the terms and conditions of these programs, and subject to any requirements under applicable collective bargaining agreements. UNFI’s compensation, benefits, and paid time off policies are subject to change in the Company’s sole discretion, consistent with applicable law."
We need to preserve all substantive info. The link maybe we keep as is? It's a URL; we can keep as plain text within