Specialist, Client Data Insights II
About The Position
In this role, you’ll make an impact in the following ways: Reviewing client, operational, and service data to identify patterns, trends, and actionable insights. Supporting the development and automation of dashboards, reporting, and analytics capabilities that improve decision making and client outcomes. Partnering across Client Service, Product, Operations, and Technology teams to translate business needs into reporting and analytical solutions. Assisting with client health, service analytics, CRM reporting, benchmarking, and feedback analysis initiatives. Building presentations and insight materials that communicate findings to stakeholders. Contributing to continuous improvement initiatives that enhance client experience and operational effectiveness.
Requirements
- Bachelor’s degree or equivalent experience in business, analytics, finance, technology, or a related discipline.
- Experience working with data analysis, reporting, dashboards, or business intelligence tools.
- Strong analytical, problem-solving, and communication skills.
- Ability to work collaboratively across teams and manage multiple priorities.
- Proficiency in Microsoft Excel and PowerPoint; experience with analytics, visualization, CRM, or reporting platforms is a plus.
- Interest in client experience, service analytics, process improvement, and data-driven decision making.
Nice To Haves
- experience with analytics, visualization, CRM, or reporting platforms is a plus.
Responsibilities
- Reviewing client, operational, and service data to identify patterns, trends, and actionable insights.
- Supporting the development and automation of dashboards, reporting, and analytics capabilities that improve decision making and client outcomes.
- Partnering across Client Service, Product, Operations, and Technology teams to translate business needs into reporting and analytical solutions.
- Assisting with client health, service analytics, CRM reporting, benchmarking, and feedback analysis initiatives.
- Building presentations and insight materials that communicate findings to stakeholders.
- Contributing to continuous improvement initiatives that enhance client experience and operational effectiveness.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- paid volunteer time
- medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
