Client Optimization Specialist

Required skills

Requirements

2+ years of professional experience focused on data
Experience with data and analytics tools (e.g., Quicksight, Excel, Metabase)
Proficiency with systems and integrations
Ability to collect, analyze, and interpret complex data
Knowledge of AI tools and ability to apply them for workflow automation and efficiency gains
Excellent presentation skills
Strong problem-solving skills
Strong communication skills in both spoken and written English
Bachelor’s Degree in Data Science, Statistics, Computer Engineering, Computer Science, or equivalent

The Client Optimization Specialist is a technical professional focused on driving process improvements.
Collaborating closely with Client Account Managers (CAMs), this role ensures customer success with the platform.
Work directly with customers to build and deliver reporting solutions and dashboards
Streamline operations by designing processes and workflows
Responsibilities include delivering customer-requested reports, optimizing internal workflows, developing system integrations, and enhancing overall efficiency and customer experience.
Audit business systems, workflows, and data flows to identify inefficiencies and implement automated solutions (including AI) to improve data quality and streamline processes
Provide reporting and system support to Client Account Managers (CAMs), while developing playbooks and automating insights
Design, build, and maintain integrations between internal systems and third-party platforms to enable seamless data exchange and operational efficiency
Map and improve workflows by documenting best practices and training team members on updated processes
Leverage AI and emerging technologies to maintain and expand customer documentation (help articles, tutorials, FAQs) in partnership with the Support team
Act as a subject matter expert for business systems, troubleshooting complex issues and serving as a connector between Customer Success, Product, and Engineering

This job is closed

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