Customer Onboarding Analyst

Job Summary

A company is looking for a Customer Onboarding Operations & Insights Analyst.

Key Responsibilities

• Evaluate and improve onboarding processes to optimize workflows
• Analyze onboarding data to identify trends and provide data-driven recommendations
• Collaborate with various departments to enhance systems and tools for the onboarding team

Required Qualifications

• 3+ years of experience in business operations or sales operations
• Experience with collaborative systems such as Salesforce, Tableau, and Google
• A self-starting attitude and willingness to learn about the retirement industry
• Experience in a fast-paced, high-growth software company
• Strong organizational, project, and time management skills