Enterprise Customer Insights & Reporting
B2B SaaS
Overview
Customer Success and account teams needed reliable, timely insights to support enterprise customers, demonstrate product value, and build confidence during renewals. Reporting requests were often ad hoc, high-stakes, and time-sensitive.
My Role
I was responsible for delivering decision-ready reporting, supporting enterprise accounts, and partnering with Customer Success to translate data into clear narratives for customers and leadership
Data & Tooling
Queried data from a SQL/Snowflake data warehouse using SQL queries and delivered insights through Power BI, Sisense, and Tableau dashboards, as well as custom on-demand analyses for enterprise customers.
Approach
Partnered with Customer Success and account teams supporting customers with ARR exceeding $5M to understand business context and reporting needs
Delivered on-demand SQL analyses and custom reports for enterprise clients, including a $1M ARR customer, to support renewal and expansion discussions
Built and maintained dashboards highlighting LMS product usage, adoption trends, and engagement metrics for over 200 customers
Standardized recurring reports to ensure consistency in how product value and usage were communicated across accounts
Translated complex usage and engagement data into clear, client-facing insights that increased confidence in the product
Outcome
Supported enterprise accounts with ARR over $5M and delivered analytics used in renewals and contract extensions
Improved visibility into product usage and customer engagement for enterprise accounts. Analytics supported renewal conversations, increased stakeholder confidence, and contributed to contract extensions, including a $1M ARR customer.
Visuals
Dashboard Screenshot
Data Model Diagram
What I'd Do Differently
Learned the importance of balancing speed with clarity when supporting high-ARR accounts. In future iterations, I would further automate common requests to reduce turnaround time while preserving flexibility for bespoke analyses.