Related skills
project management data quality kpis financial metrics client reporting📋 Description
- Quarterly data extraction from accounting docs and performance reports.
- Ensure data is high quality and timely.
- Provide front-line support for customers in your segment.
- Proactively follow up with clients during quarterly data campaigns.
- Engage with clients in real-time via phone or Zoom.
- Document processes and identify improvements for data ops and product teams.
- Treat every data campaign as a project; keep stakeholders updated.
🎯 Requirements
- Fluent in English and able to explain technical concepts clearly.
- Strong analytical skills; knowledge of financial statements and KPIs.
- Highly organized with strong attention to detail.
- Customer service mindset; diplomacy under pressure.
- Adaptable; quick learner in fast-paced environments.
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