The Customer Success Admin is responsible for the collection and management trial and proof of concept (POC) information as well as new account rollout data to support the Sales and Customer Success teams. The Admin will ensure that the data and reports accurately reflect the ongoing usage, licensing, and engagement metrics necessary for informed decision-making and strategic planning.
Key Responsibilities:
Trial/POC Data Collection
Collect and verify missing trial information from sales representatives.
Manage the team's email inbox for sales queries and support requests.
Validate sales rep submissions against Salesforce CRM data and update the activity sheet accordingly.
Maintain up-to-date records on trial details, including participant numbers, trial duration, expected close date, associated Salesforce opportunity links, and team member involvement.
Assist in weekly follow-ups with Solution Consultants and Customer Success Managers to ensure the risk profile for each trial is accurately updated.
New Account/Rollout Data Collection
Procure and validate missing new sales account information, coordinating with sales reps and utilizing Salesforce CRM for detailed information on seat numbers, renewal dates, etc.
Reconcile sales rep inputs against Salesforce CRM and update the activity sheet.
Usage Reporting
Track and report on the total number of skill runs firmwide, the number of active users, and the most-utilized skills per firm on a weekly basis.
Utilize sources such as the CoCounsel usage portal for data extraction and analysis.
License Consumption Reporting
Monitor and report on the number of assigned seats relative to the total number of purchased seats for each firm on a weekly basis.
Extract data from entitlement reports and the firm’s organizational page for accurate reporting.
About You
Proficiency with Salesforce CRM and data management.
Excellent attention to detail and organizational skills.
Strong communication and follow-up skills.
Ability to manage multiple tasks
Work independently and as part of a collaborative team.
What's in it For You?
You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:
Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
Social Impact: Ten employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.
Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The location(s) for this role include one or more of the following states: CA, CO, CT, IL, NV, TX, WA and/or remote. The base compensation range for the role in any of those locations is $43,400 - $80,600. The base compensation range in other locations may vary. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.
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Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
Accessibility
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
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More information about Thomson Reuters can be found on https://thomsonreuters.com.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
IT Services and IT Consulting, Legal Services, and Financial Services
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