Customer Data & Operations Analyst

CSL•Summit, NJ

About The Position

The Customer Data & Operations Analyst processes and validates chargebacks, which are the credits owed to wholesalers and distributors when they sell products at a contract price. This role is part of an integrated Customer Operations team that includes Master Data, Membership, Chargebacks, and Product Returns. The position is suitable for someone who is fast and accurate with hands-on transactional work and is motivated to improve existing processes. A significant portion of the job involves processing claims and maintaining current accounts, while the remainder focuses on analysis and improvement, including examining large datasets from the data warehouse, building team reports, and automating manual tasks. Candidates with experience in tools like SQL, Python, or Power BI who wish to apply them to business challenges are highly encouraged to apply.

Requirements

1–3 years of work experience in operations, finance, analytics, or a similar field.
Advanced MS Excel skills, including pivot tables, lookups, and handling large files.
Comfortable working with large, rule-based datasets.
Accuracy in high-volume tasks.
Ability to quickly identify discrepancies in data.
Strong written and verbal communication skills, with the ability to explain data insights to non-technical stakeholders.
Ability to work well within a close team.
Ability to stay organized during busy periods and when priorities shift.
Willingness to perform detailed, high-volume work and take pride in accuracy.
Curiosity to investigate the root cause of errors.
Ability to quickly learn new systems.
Ownership of problems and seeing them through to resolution.
Desire for a role that becomes more analytical over time.

Nice To Haves

Hands-on experience with Power BI, Tableau, R, Python, or SQL is strongly preferred.
Experience with SAP, Model N (or a similar contract and pricing system), or EDI transactions is preferred but not required.
BA/BS preferred, in business, finance, data analytics, computer science, or a related field.

Responsibilities

Process and validate daily chargeback claims against contract and pricing terms in the contract system (Model N) to ensure accurate and timely credit issuance (typically within 3–5 days).
Research and resolve errors in claims, escalating larger issues to leadership.
Reconcile open claims, including electronic (EDI) submissions, resubmissions, and manual claims, to keep accounts current.
Communicate with wholesalers, distributors, and chargeback vendors to resolve errors and answer questions.
Identify recurring errors, trace them to their source (e.g., customer or contract data), and collaborate with the Membership Analyst, IT, or Finance to implement fixes.
Identify opportunities for system-driven improvements and AI applications to automate manual steps, enhance speed, and improve accuracy, and assist in their implementation.
Extract and analyze large volumes of transaction data from the data warehouse using Excel and tools such as SQL, Python, or R.
Build and maintain reports in Power BI to track claim volume, error trends, and financial impact, and present findings to Account Managers and Finance.
Assist Accounts Receivable in clearing customer credits.
Prepare materials for business reviews with wholesalers and distributors.
Participate in system testing with IT.
Gather documentation for audits under the guidance of the Senior Analyst or Manager.