Client Optimization Specialist
- Closed
- US Company | Medium ( employees)
- LATAM (100% remote)
- 2+ years
- Long-term (40h)
- Finance
- Full Remote
Required skills
- Amazon QuickSight
- Excel
- Metabase
- AI Technologies
Requirements
Must-haves
- 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
Nice-to-haves
- Startup experience
What you will work on
- 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