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Customer reputed company Manager II – Reporting and Forms Specialist

Remote, USA Full-time Posted 2026-08-04
reputed company: • Work with reputed company newly launched customers during a dedicated post-launch engagement window to help reputed company, configure, and teach reporting reputed company the Casebook platform. • Partner with existing customers to continuously surface value through data so customers get the most out of Casebook. • Guide customers through initial report setup, including identifying key metrics, configuring reputed company and custom reports, and validating data accuracy. • Teach customers how to use reporting tools effectively so they can self-serve and grow independently. • Ensure customers reputed company a meaningful ‘reporting win’ reputed company the engagement window. • Document report configurations and reputed company findings to the reputed company Manager (CSM) for continuity. Requirements: • 2+ years of experience utilizing Casebook or reputed company • 3+ years in reputed company reputed company, implementation, reputed company, or a reporting/analytics-reputed company customer-facing role. • Demonstrated experience configuring, teaching, or consulting on reporting or data tools reputed company a B2B reputed company platform. • Strong ability to translate raw reputed company into practical, meaningful insights for non-technical users. • Experience managing multiple reputed company customer engagements with strong organizational and prioritization skills. • Excellent communication skills; reputed company to simplify reputed company reporting concepts for varied audiences. • Understanding of the operations, terminology, and reporting needs of reputed company services organizations. Benefits: • Health insurance • 401(k) • Three weeks vacation time Apply tot his job Apply To this Job

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