Customer Success & Analytics Automation – Finzooid (2019–2022)

This project showcases the real-world work I did at Finzooid as a Customer Relations Manager. I focused on improving customer retention, satisfaction, and operational efficiency through strategic use of data, dashboards, GenAI tools, and marketing support initiatives.

🧰 Tools & Technologies Used

• Power BI – Built custom dashboards for usage, satisfaction, and churn analysis
• ChatGPT – Summarized customer feedback, drafted engagement content
• Buffer – Scheduled and tracked LinkedIn posts
• SQL – Ran reports on usage trends and customer behavior
• Excel / Google Sheets – KPI tracking and campaign planning

📊 Key Contributions

• Boosted feature adoption by 30% through usage-based outreach
• Reduced churn risk using predictive dashboard models
• Improved internal decision-making with custom Power BI reports
• Supported social/email campaigns with data-backed content coordination

📂 Repository Structure

See folders for:

• dashboards: Sample Power BI files and dashboard PDFs powerbi_dashboard_sample.pdf
• genai-examples: Prompts and outputs using ChatGPT for customer engagement feedback_prompt.pdf
• sql-queries: Sample queries used to analyze customer trendsCustomer Usage Trend Analysis.pdf
• marketing-support: Content calendars and campaign files content_schedule_buffer.xlsx
• reports: Templates and decks used in client reporting monthly-client-health-report-template.docx.pdf

Disclaimer: No proprietary or sensitive client data is shared. All files are anonymized and recreated for demo purposes.