Client Success Data & Integrations Manager

Posted Yesterday
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Salt Lake City, UT, USA
In-Office
Senior level
HR Tech
The Role
Lead and develop a client success data and integrations team to deliver reliable client data solutions, integrations, and technical onboarding. Drive operational excellence, standardization, governance, security, and process automation. Serve as escalation for complex client issues, partner cross-functionally to improve adoption and scalability, and define strategic direction for data, integrations, and platform capabilities.
Summary Generated by Built In

O.C. Tanner is the global leader in software and services that improve workplace culture through meaningful employee experiences. Our Culture Cloud is a suite of apps designed to enhance the employee experience with strategic recognition, service awards, wellbeing, leadership, and events that help people thrive at work. Our Culture by Design approach provides expert services to organizations looking to create great workplaces.

Our global team of 1,500 people hail from 58 countries and speak 62 languages. As programmers, researchers, designers, client professionals and craftspeople we create the tech, tools and awards that connect employees to purpose at thousands of companies. Join us as we help people all over the world thrive at work.

Client Success Data & Integrations Manager

Location: Corporate Office – SLC – Hybrid (Mon–Wed in office, Thu–Fri remote)
Department: Client Success
Reports To: Director, Client Data Management

Role Overview

The Client Success Data & Integrations Manager leads the Client Success Data and Integrations functions, ensuring clients receive exceptional support across data management, connected systems, and technical onboarding experiences.

This leader is responsible for developing people, advancing team capabilities, and helping define the future of how client data and integrations support program success. They partner closely with Client Success, Product, Engineering, Sales, and Operations to improve scalability, reduce friction, and drive adoption of new technologies.

Primary Focus:
 

Team Leadership & Development

  • Lead and develop Data Consultants, Data Advisors, Data Strategists, and Integration Specialists.

  • Establish clear career paths, coaching plans, and growth opportunities.

  • Build a culture of accountability, innovation, continuous learning, and client focus.

  • Recruit, onboard, and develop top talent.

Operational Excellence

  • Ensure reliable execution of client data and integration processes.

  • Monitor team performance, quality, capacity, and service levels.

  • Identify opportunities to reduce manual work and improve efficiency.

  • Drive standardization and process improvement initiatives.

Governance, Security & Compliance

  • Ensure client data and integration solutions adhere to company security, privacy, governance, and compliance standards.

  • Partner with Security, Legal, Product, and Engineering teams to mitigate risk while enabling scalable client solutions.

  • Establish and maintain best practices for data stewardship, data quality, system access, and operational controls.

  • Promote responsible adoption of new technologies, automation, AI, and connected platform capabilities.

Client Leadership & Escalation Management

  • Serve as an escalation point for complex or high-impact client data, integration, and operational challenges.

  • Balance client advocacy with company objectives to drive successful outcomes and maintain long-term trust.

  • Partner with Client Success and Sales leaders to improve client adoption, retention, scalability, and overall business value.

  • Provide strategic guidance to clients navigating evolving data, integration, and technology landscapes.

Strategic Direction

  • Define the future vision for client data and integration services.

  • Champion adoption of emerging technologies, automation, AI, APIs, and platform capabilities.

  • Help clients and internal teams prepare for changing technology landscapes.

  • Influence product and platform direction through client insights and operational expertise.

Cross-Functional Leadership

  • Partner with Product, Engineering, Security, Sales, and Client Success leaders.

  • Align data and integration capabilities with broader organizational priorities.

  • Lead major initiatives involving client data, integrations, and digital transformation.

  • Serve as an escalation point for high-impact client situations.

Experience & Education

  • 5+ years of experience in client-facing data management, integrations, technology services, operations, consulting, or related business functions.

  • 2+ years of experience leading, coaching, and developing teams and individual contributors.

  • Demonstrated success leading cross-functional initiatives involving Client Success, Product, Engineering, Operations, Security, Sales, or other business stakeholders.

  • Experience managing client data solutions, system integrations, APIs, technical onboarding, enterprise software implementations, or related technologies.

  • Proven ability to drive process improvement, automation, scalability, and operational excellence initiatives.

  • Strong understanding of data governance, privacy, security, and compliance principles.

  • Experience supporting complex client environments and serving as an escalation point for critical business or technical issues preferred.

  • Ability to evaluate emerging technologies and translate technical capabilities into meaningful business and client outcomes.

  • Bachelor's degree in Business, Information Systems, Computer Science, Data Analytics, or a related field, or an equivalent combination of education and professional experience.

Skills Required

  • 5+ years in client-facing data management, integrations, technology services, operations, consulting, or related functions.
  • 2+ years leading, coaching, and developing teams and individual contributors.
  • Experience managing client data solutions, system integrations, APIs, technical onboarding, or enterprise software implementations.
  • Demonstrated success leading cross-functional initiatives with Product, Engineering, Operations, Security, Sales, or Client Success.
  • Proven ability to drive process improvement, automation, scalability, and operational excellence.
  • Strong understanding of data governance, privacy, security, and compliance principles.
  • Experience supporting complex client environments and serving as escalation for critical business or technical issues.
  • Ability to evaluate emerging technologies and translate technical capabilities into business and client outcomes.
  • Bachelor's degree in Business, Information Systems, Computer Science, Data Analytics, or related field, or equivalent experience.

O.C. Tanner Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about O.C. Tanner and has not been reviewed or approved by O.C. Tanner.

  • Retirement Support Retirement contributions are positioned as market‑leading with strong employer matching, and the retirement program is frequently highlighted as a standout part of the total package.
  • Strong & Reliable Incentives Bonuses and profit‑sharing are established components of total compensation, with periodic and consistent payouts contributing meaningful value beyond base pay.
  • Healthcare Strength Multiple medical plan options and employer‑supported health resources, including onsite services, indicate robust healthcare coverage complemented by wellness incentives and advisory support.

O.C. Tanner Insights

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The Company
HQ: Salt Lake City, UT
1,300 Employees
Year Founded: 1927

What We Do

O.C. Tanner develops employee recognition strategies and rewards programs that help companies appreciate people who do great work. O.C. Tanner helps organizations inspire and appreciate great work. Thousands of clients globally use our cloud-based technology, tools, and awards to provide meaningful recognition for their employees. Learn more at www.octanner.com. ABOUT OUR PRODUCTS: Yearbook™ started a service award revolution. As the biggest innovation in service awards in 50 years, Yearbook has earned the right to be called a game-changer. Hundreds of thousands of recipients have loved the way Yearbook transforms service awards into unforgettable celebrations among friends at work. Check it out: http://www.octanner.com/products/celebrate-careers. Our popular Numeral™ awards capture career stages in trophies people love. Available in clear acrylic or metallic versions, Numerals can be customized to complement your brand or companion Yearbook. Explore awards: http://www.octanner.com/why-choose-us/awards-strategy When a person or team achieves outstanding results, big or small, it’s time to shine a spotlight on what they did and to reward their great work with an experience equal to their accomplishment. Our world-class performance recognition awards, programs, and fulfillment make it happen. Discover more about our performance and social platforms: http://www.octanner.com/products/performance-recognition Connect with us on... Twitter @octanner Facebook www.facebook.com/octannercompany Slideshare http://www.slideshare.net/octannercompany Instagram http://instagram.com/octannercompany YouTube http://www.youtube.com/user/octannercompany

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