Analyst, Client Operations

January • New York, NY

1d

About The Position

As a Client Operations Analyst, you'll prove that technical depth plus ownership creates operational excellence that makes enterprise clients trust January. This role is hands-on: investigate data discrepancies, debug YAML-based workflows, and deliver complete diagnostic groundwork when escalation is necessary. You'll work closely with Client Success and Client Implementations to resolve day-to-day client needs while building the foundations that let January scale without sacrificing quality or compliance.

Requirements

• 3+ years in technical support, operations analysis, or a similar role requiring SQL proficiency and system troubleshooting
• Proven ability to independently diagnose complex technical issues in production environments
• Experience supporting B2B clients, ideally in financial services or other accuracy-critical domains
• Strong SQL skills - can write JOINs, aggregations, and filters; can read and debug existing queries to find logic errors
• Workflow analysis - comfort reading YAML, JSON, or similar configuration to understand data transformations
• Familiarity with regulated environments and handling sensitive data appropriately
• Consistent SLA achievement with high-quality client communications
• Ownership mindset - drives problems through resolution, not just escalation
• Process improvement orientation - identifies patterns and implements changes with measurable impact
• Strong written communication - explains technical concepts in clear business terms and writes crisp client updates
• Prioritization and organization - maintains momentum across multiple concurrent investigations without sacrificing quality
• Comfort with ambiguity - creates structure where specs are incomplete

Nice To Haves

• Experience with workflow automation or internal tooling such as Zapier, Retool, or similar
• Background in financial services, payments, or debt management operations
• Examples of documentation or playbooks with measurable adoption and impact, such as reducing investigation time by 30%+
• Bias for action - makes sound decisions at ~70% confidence and iterates with feedback

Responsibilities

• Investigate and resolve technical issues - Use SQL across multiple tables, aggregations, and filters to diagnose reporting errors and data discrepancies; read workflow configs (YAML, JSON) to pinpoint failure modes and propose fixes
• Own client requests end-to-end - Meet or exceed SLAs by responding to high-priority requests within 1 business day and standard requests within 3; clarify ambiguous asks and translate business needs into technical requirements
• Document clearly for leverage - Produce investigation notes and playbooks with reproducible steps so others can validate or continue the work; contribute to post-mortems with root-cause insights
• Reduce toil through improvement - Identify recurring manual work, quantify impact, and implement process or tooling improvements that do not require code changes; update documentation to lock in gains
• Partner cross-functionally - Provide complete diagnostic context when engaging Implementation and Engineering; communicate blockers proactively with specific, actionable asks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed