Customer Technology Specialist

BI WORLDWIDE•Edina, MN

6d•$25 - $27

About The Position

The Customer Technology Specialist (CTS) plays a key role in supporting clients through operational excellence, data stewardship, and technology-driven problem solving. This role is ideal for someone who is proactive, analytical, and energized by learning how systems work and improving them over time. Candidates should thrive in a fast‑paced environment with shifting priorities and be motivated to deliver high‑quality support and insights to both internal teams and external clients.

Requirements

Beginner to intermediate SQL skills. Oracle SQL Preferred.
Intermediate Excel expertise.
Experience with content management systems and HTML-based tools (e.g., Strongmail).
Experience with query tools and understanding of relational databases.
Experience working with Jira and Confluence for ticket management and documentation.
Familiarity with Smartsheet and Teams environments.
Excellent verbal and written communication abilities.
Ability to work professionally with diverse internal and client stakeholders.
Strong analytical, critical thinking, and problem-solving abilities.
High level of attention to detail.
Excellent organization and time‑management skills.
BA/BS degree or 2-year technical degree preferred, or equivalent work experience.

Responsibilities

Fulfill customer expectations while building and strengthening client relationships.
Serve as a subject matter expert for assigned customer data, internal methodologies, and program processes.
Communicate program status, issues, milestones, and changes to internal stakeholders via multiple communication tools.
Manage day-to-day communication with client teams and customers, including meetings and email correspondence.
Manage customer program data files, including file transfers, data processing, and documentation.
Perform ongoing quality control across program data, reporting, and websites.
Conduct verification of data, files, and website components throughout the program lifecycle.
Utilize SQL and Excel regularly for ad‑hoc reporting, troubleshooting, and addressing client questions related to data or processing issues.
Implement, document, and maintain standard operating procedures for ongoing programs and processes.
Provide recommendations to improve business processes and operational efficiency.
Maintain and update program documentation within Confluence.
Ensure that interactions, appeals, and exceptions are resolved in accordance with program expectations, escalating when necessary.
Manage multiple initiatives simultaneously while adhering to project timelines.
Assist in program setup and launch deliverables as directed by the Customer Technology Manager (CTM) and/or Client Services.
Support ad‑hoc requests from CTM, Client Services, and internal partners.
Train or mentor team members, peers, and customers on tools, processes, or program components.
Partner closely with CTM and Client Services teams.