Data Analyst - CIM

Customer Data Analysis and Reporting:

• 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.