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Customer Experience Insights and Optimization:
- Uncover the biggest opportunities to improve the customer journey by analyzing contacts, churn, and operational data.
- Diagnose underlying product, payment, and process drivers of friction and define key outcomes.
Cross-functional Influence and Prioritization:
- Shape customer experience priorities across SaaS and payments by identifying friction points and target outcomes.
- Influence high-value improvements by building alignment with Product, Engineering, and other teams.
Data-Driven Decision Making:
- Use SQL, Databricks, and similar tools to test hypotheses, segment customers, and quantify impact on contact rate, churn, and revenue.
- Translate complex analysis into clear, decision-ready recommendations for senior leaders.
Building Customer Experience Capability:
- Evolve how Plooto measures and acts on customer insights, creating reliable visibility into contact and churn drivers.
- Identify opportunities for AI, automation, tooling, and process improvements to create measurable impact.
Plooto
Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. With over 14,000 customers and a focus on building a reliable financial operations platform, the company values inclusion and impactful work.