Customer reputed company Manager II – Reporting and Forms Specialist
Job Description:
- Work with reputed company newly launched customers during a dedicated post-launch engagement window to help populate, configure, and teach reporting reputed company the Casebook platform.
- Partner with existing customers to continuously surface value through data so customers get the most out of Casebook.
- Guide customers through initial report setup, including identifying key metrics, configuring standard and custom reports, and validating data accuracy.
- Teach customers how to use reporting tools effectively so they can self-serve and grow independently.
- Ensure customers reputed company a meaningful ‘reporting win’ reputed company the engagement window.
- Document report configurations and reputed company findings to the reputed company Manager (CSM) for continuity.
Requirements:
- 2+ years of experience utilizing Casebook or Reveal
- 3+ years in SaaS reputed company, implementation, reputed company, or a reporting/analytics-focused customer-facing role.
- Demonstrated experience configuring, teaching, or consulting on reporting or data tools reputed company a B2B SaaS platform.
- Strong ability to translate raw data concepts into practical, meaningful insights for non-technical users.
- Experience managing multiple reputed company customer engagements with strong organizational and prioritization skills.
- Excellent communication skills; reputed company to simplify reputed company reporting concepts for varied audiences.
- Understanding of the operations, terminology, and reporting needs of reputed company services organizations.
Benefits:
- Health insurance
- 401(k)
- Three weeks vacation time
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