Customer Engagement Analyst focusing on customer data analysis and engagement metrics to improve experience, retention, and loyalty.
About the role
- Specialist in Tableau building advanced dashboards for decision-making using integrated data. Requires 3+ years of Tableau experience and proficiency in data visualization and analytics.
Responsibilities
- Design and develop advanced dashboards and reports in Tableau connected to the project's data sources (Salesforce, Data Cloud, external systems)
- Create executive visualizations: loss ratio (claims), portfolio management, customer scoring, churn prevention, financial analysis
- Develop operational dashboards: SLA metrics, service queues, average handling time (AHT), NPS, scheduling volume, no-show rate
- Configure data connections with Salesforce CRM Analytics and Data Cloud
- Implement program metrics dashboards (delivery time, cycle time, quality, custom KPIs)
- Create retention dashboards and predictive churn analytics
- Ensure dashboard performance and usability for different user profiles (operational, managerial, executive)
- Train key users on how to use the dashboards
Requirements
- 3+ years of experience with Tableau (Desktop, Server/Online, Prep)
- Experience with Tableau-Salesforce connections and Tableau CRM (formerly Einstein Analytics)
- Strong knowledge of data modeling for analytics and SQL
- Experience building dashboards for the healthcare sector or payers/operators is a plus
- Tableau Desktop Specialist or Tableau Data Analyst certification (desirable)
- Skill in data storytelling and visualization design
- Intermediate English
Benefits
- Health and dental insurance
- Meal and food allowance
- Childcare assistance
- Extended parental leave
- Partnerships with gyms and health & wellness professionals via Wellhub (Gympass) / TotalPass
- Profit Sharing (PLR)
- Life insurance
- Continuous learning platform (CI&T University)
- Discount club
- Free online platform dedicated to promoting physical and mental health and wellbeing
- Pregnancy and responsible parenthood course
- Partnerships with online course platforms
- Language learning platform
- And many more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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