DocuSign
Sr. Strategy & Operations Analyst
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Job Description
- Req#: 26982
Lead hypothesis-driven, quantitative projects end-to-end, ensuring cross-team collaboration
Develop quantitative models to predict business performance, support long-range planning, and identify opportunities for improvement
Partner with Finance and other strategy amp; ops functions on annual financial planning, including setting CS performance targets (Churn, Retention ACV, GRR)
Track performance vs. plan throughout the year, highlighting key variances and recommending corrective actions
Design, build, and maintain forecasting models for predicting churn and retention ACV, leveraging customer data, historical trends, and leading indicators
Support dashboard and executive report creation to monitor CS metrics, adoption, retention, engagement, and program outcomes
Design reporting cadence, governance, and data strategy for Customer Success programs
Coordinate quantitative strategies derived from communication with stakeholders.
Collect, analyze, and interpret data related to customer success to identify trends and insights
Communicate data-driven insights and recommendations to non-technical audiences.
Use analytics and data intuition to deliver insights on actions that influence net retention rates
Define systems, tools, and business requirements for varied Customer Success projects
Identify business improvement opportunities through analytics and quantitative insights
Develop and track KPIs at global and regional levels.
Support core Customer Success operations processes, including annual planning and quarterly business reviews
Use quantitative insights to recommend new initiatives and best practices for Customer Success operations
Conduct research and analysis on revenue, customer trends, market dynamics, and competitive landscape to support decision-making
Lead end-to-end operationalizing of go-to-market strategies, from conceptual design to tactical execution
- A Bachelor’s degree in Computer Science, Business Information Systems, Business Administration, Finance,
- Economics, Applied Mathematics or Statistics, Econometrics, or closely related field
- 5+ years of experience in data engineering, insights and reporting, or analytics with increasing responsibility
- Experience directly supporting a GTM organization
- Experience driving projects from start to finish
- Understanding of SQL, Excel, and data visualization tools such as Tableau, Looker, or Power BI
- Understanding of Customer Success metrics (GRR, NRR, BoR, Churn Rate, etc.) and SaaS business models
- Strong analytical thinker with experience turning complex datasets into clear business insights
- Effective, clear, and concise communication skills, verbal and written
- Results-driven and self-motivated with the ability to multitask
- Experience with Customer Success and Renewal KPIs and Metrics
- Familiarity with forecasting methodologies (e.g., regression, time-series) and tools (e.g., R, Python, or similar) is a plus.
- Comfortable and flexible working in a fast-paced environment
- Knowledge of common machine learning and statistics frameworks and concepts
- Experience with large data sets, distributed computing and cloud computing platforms
Experience directly supporting the Customer Success organization of a SaaS company
Ability to break down technical concepts into simple terms to present to technical and non-technical audiences
Proficiency in Salesforce, Gainsight
Strong analytics and business acumen - A Bachelor’s degree in Computer Science, Business Information Systems, Business Administration, Finance,
- Economics, Applied Mathematics or Statistics, Econometrics, or closely related field
- 5+ years of experience in data engineering, insights and reporting, or analytics with increasing responsibility
- Experience directly supporting a GTM organization
- Experience driving projects from start to finish
- Understanding of SQL, Excel, and data visualization tools such as Tableau, Looker, or Power BI
- Understanding of Customer Success metrics (GRR, NRR, BoR, Churn Rate, etc.) and SaaS business models
- Strong analytical thinker with experience turning complex datasets into clear business insights
- Effective, clear, and concise communication skills, verbal and written
- Results-driven and self-motivated with the ability to multitask
- Experience with Customer Success and Renewal KPIs and Metrics
- Familiarity with forecasting methodologies (e.g., regression, time-series) and tools (e.g., R, Python, or similar) is a plus.
- Comfortable and flexible working in a fast-paced environment
- Knowledge of common machine learning and statistics frameworks and concepts
- Experience with large data sets, distributed computing and cloud computing platforms
Experience directly supporting the Customer Success organization of a SaaS company
Ability to break down technical concepts into simple terms to present to technical and non-technical audiences
Proficiency in Salesforce, Gainsight
Strong analytics and business acumen Lead hypothesis-driven, quantitative projects end-to-end, ensuring cross-team collaboration
Develop quantitative models to predict business performance, support long-range planning, and identify opportunities for improvement
Partner with Finance and other strategy amp; ops functions on annual financial planning, including setting CS performance targets (Churn, Retention ACV, GRR)
Track performance vs. plan throughout the year, highlighting key variances and recommending corrective actions
Design, build, and maintain forecasting models for predicting churn and retention ACV, leveraging customer data, historical trends, and leading indicators
Support dashboard and executive report creation to monitor CS metrics, adoption, retention, engagement, and program outcomes
Design reporting cadence, governance, and data strategy for Customer Success programs
Coordinate quantitative strategies derived from communication with stakeholders.
Collect, analyze, and interpret data related to customer success to identify trends and insights
Communicate data-driven insights and recommendations to non-technical audiences.
Use analytics and data intuition to deliver insights on actions that influence net retention rates
Define systems, tools, and business requirements for varied Customer Success projects
Identify business improvement opportunities through analytics and quantitative insights
Develop and track KPIs at global and regional levels.
Support core Customer Success operations processes, including annual planning and quarterly business reviews
Use quantitative insights to recommend new initiatives and best practices for Customer Success operations
Conduct research and analysis on revenue, customer trends, market dynamics, and competitive landscape to support decision-making
Lead end-to-end operationalizing of go-to-market strategies, from conceptual design to tactical execution
Company Overview
Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).
What you'll do
As a Customer Success Sr. Strategy & Operations Analyst, you will work on topics to support strategic planning, data-driven decision-making, and operational excellence. You will do this through a combination of analytical insight, strong business acumen, and robust cross-functional partnerships with leaders in Sales, Marketing, Finance, HR, etc., tracking performance against key planning assumptions, building predictive models for churn and retention ACV, and providing critical visibility into risks, opportunities, and drivers of customer success.
This position is an individual contributor reporting to Vice President, Customer Success Strategy and Operations.
Responsibility
Job Designation
Hybrid: Employee divides their time between in-office and remote work. Access to an office location is required. (Frequency: Minimum 2 days per week; may vary by team but will be weekly in-office expectation)
Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law.
What you bring
Basic
Preferred
Life at Docusign
Working here
Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At Docusign, everything is equal.
We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live.
Accommodation
Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at accommodations@docusign.com.
If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at taops@docusign.com for assistance.
Applicant and Candidate Privacy Notice
#LI-Hybrid #LI-LB3
Basic
Preferred
As a Customer Success Sr. Strategy & Operations Analyst, you will work on topics to support strategic planning, data-driven decision-making, and operational excellence. You will do this through a combination of analytical insight, strong business acumen, and robust cross-functional partnerships with leaders in Sales, Marketing, Finance, HR, etc., tracking performance against key planning assumptions, building predictive models for churn and retention ACV, and providing critical visibility into risks, opportunities, and drivers of customer success.
This position is an individual contributor reporting to Vice President, Customer Success Strategy and Operations.
Responsibility
About the company
DocuSign, Inc., is an American company headquartered in San Francisco, California, that allows organizations to manage electronic agreements.
Notice
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