Customer Success Associate

Cardata
Canada
Workplace: RemoteFull timeCAD 55,000 - 65,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Attention to detail","Active listening","Collaboration","Communication","Learning agility"]

Partner with Customer Success Managers and Customer Success Operations to support renewals, program reviews, quarterly business reviews, and audits. Become an expert in Cardata’s reporting tools and use Excel to clean, compare, and analyze program data, investigate discrepancies, and prepare mileage band audits and running-rate analyses. Translate findings into clear insights and customer-facing recommendations through ad hoc reporting and documentation of recurring reporting needs.

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Cardata
Cardata
18 hours ago

Customer Success Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Partner with Customer Success Managers and Customer Success Operations to support renewals, program reviews, quarterly business reviews, and audits. Become an expert in Cardata’s reporting tools and use Excel to clean, compare, and analyze program data, investigate discrepancies, and prepare mileage band audits and running-rate analyses. Translate findings into clear insights and customer-facing recommendations through ad hoc reporting and documentation of recurring reporting needs.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Partner with CSMs to understand goals for renewals, program reviews, quarterly business reviews, and audits, and clarify the data required for each.
  • •Use Cardata reporting tools to set up and prepare accurate customer reports.
  • •Use Excel to clean, compare, and analyze program data, investigate discrepancies, and verify results.
  • •Prepare mileage band audits, running rate analyses, and other reports to help CSMs assess program performance.
  • •Interpret findings and create ad hoc reports and documentation to support customer presentations and ongoing reporting needs.

Pay and Benefits

Salary: CAD 55,000 - 65,000 annually
Perks:Remote WorkHealth InsuranceDentalPaid LeaveEapWellness Stipend

Key Requirements

  • •1–3 years of experience in an operations, reporting, or data-focused role (e.g., Operations Assistant, Reporting Coordinator, Data Specialist, Junior Data Analyst).
  • •Strong working knowledge of Excel, including cleaning/comparing data, pivot tables, and writing formulas.
  • •Strong attention to detail and ability to verify results using formulas, cross-checks, and reasonableness checks.
  • •Active listening and collaboration skills to understand requests, ask the right questions, and clarify analysis needs.
  • •Ability to manage competing deadlines and communicate progress and expectations with colleagues.
Skills:Attention to detailActive listeningCollaborationCommunicationLearning agility
Languages:English
Tech Stack:Excel

Company Brief

Cardata
Provides a fleet data and management platform offering vehicle telematics, reporting, and operational insights to help businesses optimize fleet performance, reduce costs, and improve maintenance and fuel management.
Industry: Supply Chain Technology
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