Specialist, Lifecycle Data & Automation

Presidio•,

About The Position

Presidio is seeking a Specialist, Lifecycle Data & Automation to join the Customer Experience / Lifecycle Data team. This role is primarily an internal product builder for CX and Lifecycle stakeholders: designing, shipping, and iterating web applications and automations that teams use every day, while also supporting Gainsight lifecycle operations and underlying data management. The role involves approximately 50% new application development, 25% Gainsight lifecycle configuration and relationship operations, and 25% data management, quality, reporting, and pipeline support. The Specialist will partner with CSMs, Advisors, BDMs, and CX leadership to translate stakeholder requests into working software, reliable Gainsight processes, and trustworthy datasets and Power BI reporting.

Requirements

Bachelor's degree or equivalent work and/or military experience (Computer Science, Information Systems, Business Analytics, or related field preferred)
2-5 years experience building internal tools or business applications, plus data/CRM analytics exposure
Hands-on application development experience (Python preferred; web UI frameworks such as Flask/Streamlit/React or similar; REST APIs; Git)
Working knowledge of SQL for querying, validating, and transforming data across relational databases
Hands-on experience with Gainsight (or comparable CS platform): relationships, rules, attributes, dashboards/reports
Working knowledge of Power BI for report/dashboard build, datasets, DAX basics, filters, and data source troubleshooting
Strong Excel skills for data wrangling, validation, and ad-hoc analysis
Experience diagnosing data quality issues across systems (CRM, ERP/order, reporting layers)
Ability to manage a high volume of stakeholder requests with clear prioritization, documentation, and communication
Detail-oriented; able to complete work independently and on deadline
Strong written and verbal communication with technical and non-technical audiences

Nice To Haves

Experience shipping internal SaaS-style tools for operations, CX, or revenue teams
Familiarity with subscription / renewals / Cisco or multi-OEM lifecycle data concepts
Experience with process automation (scheduled jobs, platform rules, Python scripting, or workflow tools)
Exposure to Salesforce, ERP extracts, LDAP/directory data, or similar operational sources
Experience supporting QBR / CSM / BDM reporting packages
Interest in AI-assisted productivity tooling for documentation, triage, or internal apps

Responsibilities

Design, build, and enhance internal Evolve web applications used by CX and Lifecycle teams (examples of work patterns: request trackers, OKR trackers, operational dashboards, logistics/shipping tools, and admin command centers)
Deliver end-to-end features from intake through production: requirements clarification, UI/UX changes, API/backend work, data wiring, testing, and release notes
Implement stakeholder feature requests and bug fixes (multi-owner models, progress calculations, editable records, pagination/controls, branding/navigation, dashboard builders)
Build lightweight automations and scheduled jobs that keep org membership, imports, and app-backed tables in sync
Improve access control, admin settings, and usability so non-technical users can self-serve safely
Document application behavior, deployment notes, and handoff guidance for continuity across the team
Create and maintain Gainsight Relationships (R360), CSM assignments, Success Plan / playbook setup, and related customer attributes
Investigate and remediate missing or delayed order/relationship updates between booking systems and Gainsight
Configure and maintain Gainsight rules, attributes, and automations (e.g., reporting flags, Do Not Engage / journey visibility, renewal specialist data pulls)
Support CSM distribution lists, relationship hygiene, and recurring Gainsight maintenance requests
Perform data quality analysis and remediation (NULL owners, incorrect SKU inclusion/exclusion, sync lags, mapping mismatches, warehouse/inventory inconsistencies)
Build, refresh, and support Power BI reports, datasets, and dashboards for renewals, QBR packages, BDM bookings, Advisor tracking, and related CX views
Support data refresh / pipeline troubleshooting when Power BI datasets or source extracts fail; restore connectivity and refresh health as needed
Partner with stakeholders to define clear metrics, filters, and source-of-truth rules; keep mappings and enrichment logic auditable
Triage stakeholder requests across apps, Gainsight, and data workstreams with clear prioritization and communication