Role Overview
The R&D Professional/Insights Executive turns customer, renewal, and market data into actionable insights. The role supports Customer Success Managers (CSMs) by tracking performance trends, forecasting renewals, and identifying upsell signals across Appcentric and Infocentric portfolios.
Key Responsibilities
Area and Scope of Work
- Renewal Intelligence. Maintain dashboards tracking renewal status, churn risk, and adoption metrics. Generate early warnings for at-risk accounts
- Value & ROI Tracking. Partner with Value Engineering to measure ROI and success outcomes per account. Build quarterly reports linking customer results to renewal and upsell.
- Trend Analysis. Identify customer, industry, and technology trends that impact renewals or upsell readiness. Develop monthly trend briefs for CS and BD teams.
- Market & Competitive Insights. Monitor procurement cycles, digital priorities, and competitor activities relevant to Centric's clusters. Provide input to the DG Council
- Reporting & Forecasting. Produce monthly Customer Success dashboards and predictive renewal forecasts. Maintain accuracy across CRM, Finance, and Delivery data.
Qualifications
- Bachelor's degree in Business Analytics, Information Systems, or related field.
- 1-2 years experience in analytics, customer success support
- Strong Excel; CRM experience preferred.
- Excellent communication and data storytelling skills.
Core Competencies
Analytical discipline
- Business insight
- Market awareness
- Collaboration
- Strategic storytelling
