Customer Onboarding Analyst

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

Jun 11, 2025 - 18:10

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