Customer Success Data Analyst

Overview

Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation?

At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth.

Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound.

About TRG Screen

TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India.

TRG Screen is a portfolio company of Vista Equity Partners, one of the world’s largest and most respected private equity firms.

Customer Success Data Analyst

Company Background

TRG Screen is a leading provider of enterprise subscription management solutions, delivering market‑leading platforms for subscription spend and usage management across global financial, legal, and professional services firms. With over 20 years of experience and offices worldwide, TRG Screen empowers enterprises to optimize subscription value through data-driven insights, automation, and exceptional customer experience.

Job Description

The Customer Success Data Analyst will support the Customer Success organization by delivering actionable insights, dashboards, and data-driven recommendations that improve customer adoption, engagement, value realization, and retention. This role focuses on analytics, reporting, and metric development rather than driving initiatives or program ownership. The analyst will partner closely with the Customer Success Team and Revenue Operations to build reliable reporting, improve data workflows, and create metrics that help the organization understand customer health, usage patterns, and value outcomes across the full customer base.

Key Responsibilities

• Customer Success Team Collaboration
• Partner with all Customer Success (CS) functions—including Scale, Enterprise, Operations, and Enablement—to understand reporting needs.
• Define and maintain standardized dashboards, metrics, and reporting frameworks used across the CS organization.
• Provide actionable analytics that support understanding of customer health, adoption trends, engagement patterns, and support interactions.
• Provide CSMs with account-level insights including usage trends, risk indicators, adoption levels, and value measurements.
• Maintain CSM-facing dashboards to support their prioritization, renewal preparation, and engagement strategies.
• Deliver analytical support without owning renewal strategy or customer programs.
• Revenue Operations (RevOps) Collaboration
• Work with RevOps to align definitions of KPIs, lifecycle metrics, and reporting structures.
• Support integration of usage, billing, and engagement data into unified reporting sources.
• Validate and refine logic used in dashboards, scorecards, and customer health scoring.
• Analytics, Dashboards & Metrics
• Build and maintain dashboards focused on customer success metrics including adoption, health scoring components, license utilization, and engagement.
• Define and track customer value metrics to quantify realized value.
• Deliver reporting packages that support weekly, monthly, and quarterly CS rhythms.
• Ensure reporting is reliable, refreshed consistently, and aligned with evolving business needs.
• Automation & AI Workflow Enhancement
• Use Python or internal tools to automate recurring reporting tasks, data cleaning, and analytical workflows.
• Partner with CS Ops to improve data quality and ensure reliable metric tracking.
• Focus automation on repeatable workflows rather than driving process redesign.
  
  

Skills & Qualifications

• Bachelor’s degree in a technical or analytical field (e.g., Computer Science, Data Analytics, Mathematics, Information Systems).
• 1–2+ years of experience in data analysis, business intelligence, customer analytics, or a related function.
• Strong proficiency in Python for data manipulation and automation.
• Experience with BI and CRM tools (e.g., Looker, Salesforce).
• Understanding of SaaS metrics, customer lifecycle analytics, and usage-based reporting. Exposure to SaaS subscription models and AI usage telemetry.
• Strong analytical and communication skills, with the ability to translate data into actionable insights.
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
  
  

Join TRG Screen and unlock your potential in an environment where innovation thrives, opportunities abound, and your contributions make a difference. We are an equal opportunities employer. We recognise and value the power of diversity in our workplace and are committed to being an employer of choice for everyone. We welcome and encourage applicants from all backgrounds. All applications for employment are considered strictly on the basis of merit.

At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change.

We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply.