This role is pivotal in guiding, analyzing and improving operational efficiency through informed decision-making based on comprehensive data analysis.This is a full-time, salaried position reporting to the Senior Director, Client Operations. The salary range for this position is $75,000-$90,000 based on location and experience.
Position Overview: We are seeking an Client Operations Associate to analyze and synthesize operational data and make business recommendations. The ideal candidate will have 3 or more years of experience in client operations and feel comfortable with structured data. This person should also be a systems-thinker, a self-starter, highly organized, a strong collaborator, and approach their work with a sense of urgency.
Client Operations Associate: Job Responsibilities
- Data Management: Collect, analyze, and maintain internal business operations data to ensure accuracy, consistency, and accessibility for all stakeholders.
- Reporting and Tracking: Develop and implement dashboards and reports that track key performance indicators (KPIs) and operational metrics, providing insights into business performance.
- Strategic Analysis: Utilize data analytics tools to identify trends, patterns, and anomalies, translating findings into actionable insights and strategic recommendations for process improvements.
- Stakeholder Collaboration: Work closely with cross-functional teams, including finance, operations, and client engagement, to gather data requirements and align on operational goals.
- Process Optimization: Identify opportunities for enhancing operational efficiency through data-driven solutions, recommending changes to workflows and processes as needed.
- Presentation of Findings: Prepare and present data findings and strategic recommendations to the Director of Client Operations and other senior leaders, facilitating informed decision-making.
- Project Management: Support various projects related to data analysis and operational enhancements, ensuring timely delivery and alignment with overall business objectives.
Qualifications
- 1 - 2 years of experience in client operations, business analysis, or a similar role.
- Proven experience working with large datasets and generating reports, dashboards, and insights.
- Experience with data visualization tools such as AWS Quick Sights, Tableau, etc.
- Familiarity with CRM systems (e.g., Hubspot) and business intelligence tools.
- Strong proficiency in data analysis using tools like Excel, SQL, or Python for data manipulation and analysis.
- Experience with data management practices to ensure consistency, accuracy, and accessibility of information.
- Strong problem-solving skills with the ability to identify trends, patterns, and insights from operational data.
- Experience in performing strategic analysis and making actionable recommendations based on data findings.
- Excellent communication skills to effectively present data insights and recommendations to senior leadership and cross-functional teams.
- A self-starter who takes initiative and approaches tasks with a sense of urgency.
