Cx Operations - Insights Lead

Braze Braze · Enterprise · Chicago, IL · GTM Operations

The CX Operations Insights Lead at Braze will bridge the gap between data-driven operational metrics and resource allocation within the Customer Experience (CX) department. This role focuses on Headcount Capacity Planning and Insights & Analytics, involving forecasting, headcount modeling, and driving high-visibility analytics initiatives with an emphasis on workflow automation. The lead will also mentor junior analysts and define cross-divisional objectives. While not directly building AI models, the role leverages AI tools for insights and automation.

What you'd actually do

  1. Develop and own broader headcount models and forecasting across the entire CX department.
  2. Forecast resource needs based on a deep understanding of utilization models, paired with future targets around company growth and revenue.
  3. Collaborate continuously with the Resource Management team to ensure high-level headcount forecasts align with the tactical resourcing executed within our Services PSA tooling.
  4. Partner with the Financial Planning & Analysis team to flex your headcount and utilization modeling with updates to revenue and growth targets, providing foundational data for executive-level business reviews and strategic resource allocation.
  5. Lead value-add analytics activities across the CX Operations team, owning the data delivery for various CX departmental OKR metrics, Monthly Business Reviews (MBR), Quarterly Business Reviews (QBR), and Board decks.

Skills

Required

  • 4+ years of proven experience in business intelligence, data analysis, business strategy, or a quantitative field
  • specific and demonstrated experience in headcount modeling and capacity planning across large departments or organizations
  • Strong reporting and dashboarding skills
  • highly proficient in Google Sheets and Salesforce Reporting
  • knowledge of using Looker and Snowflake SQL
  • gift for storytelling with data
  • analytically driven
  • comfortable handling complex tabular datasets
  • strong problem-solving mindset focused on automation and iterative improvement
  • fully understand and are able to exploit automation and AI technologies to introduce efficiencies across mundane tasks
  • acutely aware of their limitations
  • demonstrable skills in tooling such as Gemini, Claude, OpenAI, Atlassian Rovo, Tray.ai, etc.
  • comfortable working on loosely defined tasks
  • synthesize complex utilization and revenue data into clear narratives for executive leadership
  • Excellent written and verbal communication skills
  • forge and cultivate trusted long-term relationships
  • seamlessly partner with both technical teams and senior business leaders

Nice to have

  • Experience with Tableau or other BI tooling
  • Experience with Gainsight

What the JD emphasized

  • headcount modeling
  • capacity planning
  • automation
  • AI technologies