Customer Insights & Automation Analyst managing CRM and WFM technology stack. Collaborating on reporting and data insights for Customer Division success.
Responsibilities
Master and maintain CRM and WFM technology stack (including Virtual Agents, lead management software, etc.). Be the subject matter expert on tech stack systems
Provide recommendations to enhance tech stack operational efficiencies and innovate user experience based on feedback and insights
Implement new technology and feature updates from start to finish through collaboration with internal and external clients and across the organization
Create and publish cutting-edge reporting and dashboards to Customer Division leadership and provide insights and recommendations to business strategies based on data analysis (including platforms such as Salesforce, Tableau, Genesys, PowerBI)
Stay abreast of industry trends and best practices in channel services and data analysis. Recommend improvements to tools, processes, and strategies based on emerging trends
Provide channel support to Customer Division teams, such as Sales event/contest setup and documentation and WFM responsibilities, as needed
Contribute to creating and maintaining documentation procedures and system job aids
Requirements
Bachelor’s degree in commerce/business or a related area
Experience in CRM software (Salesforce), Workforce Management software (Genesys) and report visualizing software (Tableau, PowerBI)
Excellent analytical and investigative skills, ability to identify and interpret trends and propose action plans to rectify errors
Attention to detail is a must
Strong problem-solving skills and the ability to think critically
Proficient with Microsoft Office Suite (Word, Excel, Powerpoint, Sharepoint)
Intermediate knowledge of coding languages such as SQL, Python, R, is required
Excellent written and verbal communication skills with the ability to present complex data in a clear and persuasive manner
Ability to work independently and as part of a team in a fast-paced environment
Exceptional organization and proven track record of meeting deadlines and delivering on responsibilities
Someone who listens to diverse perspectives with an empathetic attitude
A lifelong learner that is performance driven
Someone who continuously takes initiative and embraces change
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