Associate Or Senior Associate Dash Trust And Estates Jobs in New Zealand

Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!

Reporting to the Sr. Director of Customer Strategy and Operations, the Sr. CS Revenue Operations Manager for Customer Success plays a crucial role in analyzing and predicting retention and renewals, using key metrics to drive strategic decision-making and to ensure accurate forecasting and planning. This role is essential in driving customer retention strategies by providing accurate forecasts and insights, ultimately helping the organization improve customer experiences and revenue stability. This role leverages data analytics, trend analysis, and predictive modeling to provide insights into customer behavior, renewals outlooks, churn risks, and retention opportunities. By collaborating with cross-functional teams, including Customer Success, Revenue Operations, and Finance, the analyst ensures data-driven strategies that enhance customer retention and minimize churn.

How you'll add value:

• Forecasting & Analysis: Develop and refine predictive models to forecast renewals, gross churn and retention rates, utilizing data science, historical data and other key performance indicators
• Customer Value Insights: Analyze customer behavior patterns, engagement levels, and product usage to qualify customer value/usage and identify early churn indicators.
• Data-Driven Strategy: Provide actionable insights and recommendations to improve retention initiatives, optimize customer success efforts, and mitigate churn risks.
• KPI Tracking: Define and monitor key performance indicators (KPIs) related to customer retention, renewal rates, and at-risk accounts.
• Collaboration: Work closely with Customer Success Management (CSM), Sales, Finance, and Product teams to align retention strategies with company business objectives.
• Reporting & Dashboards: Build and maintain reports and dashboards that provide real-time visibility into renewals and retention trends as well as churn risks.
• Process Optimization: Identify inefficiencies in retention workflows and recommend process improvements to enhance customer engagement and loyalty.
• System Optimization: Working with IT-Systems and the business to incorporate data governance and process adherence into systems used to manage, track and report renewals, retention and gross churn.
• Enablement Partnership: Partnering with CS enablement to ensure policies, processes and actions are rolled out and incorporated into the rhythm of the business x
• Other duties as assigned.

What you'll need to be successful in this role:

• Bachelor’s degree in business, data analytics, finance, or a related field.
• 7+ years in a GTM role and or GTM Operations function in SaaS
• 5+ years of experience in forecasting, customer success analytics, or revenue operations.
• Strong proficiency in data analytics tools (e.g., Domo, Tableau, SQL, Power BI, Excel).
• Experience with CRM and Customer Success platforms (e.g., Salesforce, Gainsight).
• Excellent analytical, problem-solving, and communication skills.
• Ability to translate complex data insights into clear, actionable strategies.
• Exceptional data visualization and storytelling skills

R365 Team Member Benefits & Compensation

• This position has a salary range of $116,000-$174,000. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
• Comprehensive medical benefits, 100% paid for employee
• 401k + matching
• Equity Option Grant
• Unlimited PTO + Company holidays
• Wellness initiatives