Data Operations Analyst

📋 Description

• Quarterly data extraction from accounting docs and performance reports.
• Ensure data is extracted timely and meets quality standards.
• Provide timely, accurate front-line support for customers.
• Proactively follow up with clients during quarterly data campaigns and track data.
• Engage with clients in real-time via phone or Zoom to resolve issues.
• Document client interactions to identify trends and drive process improvements.

🎯 Requirements

• Fluent in English; articulate technical concepts clearly.
• Knowledge of financial statements; curious problem-solver.
• Highly organized with strong attention to detail.
• Client service mindset; diplomacy under pressure.
• Able to learn new technologies quickly in a fast-paced environment.

🎁 Benefits

• Equity for all full-time roles
• Commission plans where applicable
• Exceptional benefits