Analyze customer information, including account details, contact information, and transaction histories.
Summarize large volumes of customer data into clear, concise reports to assist in decision-making.
Respond to ad-hoc customer data information requests from internal teams, providing quick, accurate, and insightful analysis on customer account and contact details.
Summarize key findings from ad-hoc analyses and present data in a user-friendly format to non-technical stakeholders.
Analyze potential merger and acquisition targets to assess their customer data, market position, and synergies with the company’s existing operations.
Generate reports to monitor Salesforce (SFDC) cases to track customer inquiries and issues.
Develop visualizations and dashboards to represent data quality metrics, trends, and improvement initiatives.
Provide regular updates to management on data quality performance and improvement initiatives.
Customer Data Quality Maintenance and Reporting:
Collaborate with various departments (Sales, Marketing, Customer Service, etc.) to identify gaps in customer account and contact data across multiple systems (CRM, ERP, etc.).
Perform data integrity audits to identify discrepancies between different data sources and propose corrective measures.
Implement data cleansing and validation processes to improve the quality and consistency of customer account and contact information.
Regularly monitor data health and create processes to address issues related to missing, incomplete, or inaccurate data.
Evaluate and track account and contact health metrics to assess the overall quality of customer data.
Score data quality using relevant metrics and criteria to identify areas needing improvement.
Collaborate with stakeholders to establish benchmarks for data quality and implement strategies for ongoing monitoring and enhancement.
Data Flow Automation and Integration:
Design and implement automated workflows to improve the flow of customer account and contact information between internal systems and external databases (such as third-party systems, marketing platforms, etc.).
Work with the IT and development teams to integrate customer data with external platforms using APIs, ETL tools, and database connectors.
Ensure timely and accurate exchange of customer data, including contact and account information, between systems by optimizing data pipeline performance.
Assist in mass data loading activities into internal systems, ensuring data accuracy and integrity throughout the process.
Collaborate with IT and data management teams to prepare, format, and validate data for bulk uploads.
Monitor and troubleshoot issues during mass data loading to ensure successful integration into systems.
Maintain clear and accurate documentation for data workflows, automation processes, and customer data reports.
Customer Data Enrichment:
Search and gather data from multiple external sources, including D&B (Dun & Bradstreet), Fortune 500 databases, FDIC, NCUA, and other relevant data providers, to enrich customer account and contact data.
Use external data to validate and enhance the accuracy of internal customer records, including both account information and contact details.
Utilize external data to update and enhance internal data sources, such as asset updates, ensuring internal records reflect the most current and accurate information.
Integrate external data sources with internal systems for continuous customer data validation and enrichment.
Conduct research on industry trends, market dynamics, and competitive landscape to inform business strategies and customer engagement efforts.
Analyze external data sources and industry reports to identify insights that can enhance customer data strategies.
Present findings from industry research to stakeholders, providing actionable recommendations to support business objectives.
Job Qualifications
Bachelor’s degree in Data Science, Information Systems, Business Analytics, or a related field.
2-5 years of experience in data analysis, reporting, or data management, preferably in a customer-focused environment.
Proficiency in data analysis tools such as SQL, Python, R, or similar.
Strong experience with business intelligence (BI) tools such as Tableau, Power BI, or Looker.
Familiarity with CRM systems, particularly Salesforce (SFDC), and data integration platforms (e.g., Salesforce, SAP, etc.).
Experience with data flow automation tools (e.g., Apache Nifi, Talend, Airflow, etc.).
Experience in supporting ad-hoc data requests and summarizing complex data into actionable insights.
Experience with mass data loading processes and tools.
Strong background in conducting industry research and analysis, including M&A analysis.
Experience in creating and analyzing customer service cases in Salesforce.
Excellent analytical, problem-solving, and communication skills.
Knowledge of data privacy laws and regulations (e.g., GDPR, CCPA).
Preferred Skills:
Experience with Agile framework & processes, JIRA
Experience with API integration for data sharing with external databases.
Understanding of ETL (Extract, Transform, Load) processes and tools.
Background in working with large-scale databases and data lakes.
Experience with external data sources like D&B, Fortune 500, FDIC, NCUA, and others.
Familiarity with financial and corporate data sources, particularly related to account and contact information.
