Data and Integration Specialist

1 week ago

Raleigh, North Carolina, United States EisnerAmper Full time
About the Role

We are seeking a highly skilled Data and Integration Analyst to join our Client Experience (CX) / Marketing Analytics team. As a key member of our team, you will be responsible for leading the firm's integration efforts for internal CX Programs, including our Integrated Client Service (ICS) and New Client Referral Program.

Key Responsibilities
  • Own and coordinate the implementation and integrity of the ICS Program and New Client Referral Programs for pre-integration clients/employees.
  • Steward the execution and data quality standards of client/employee incentive programs and client data requirements, across disparate software systems.
  • Collaborate with ICS, CX and Marketing Leaders to create customized integration plans for the ICS Program and New Client Referral Programs.
  • Manage the ICS qualification criteria and vetting process; manage reporting, bonus processing, and coordinates with Executive Sponsor, employees, Independence and HR/Finance.
  • Coordinate with other functions and stakeholders to provide regular reports and updates to process ICS and New Client Referral bonuses.
  • Serve as the main point of contact for the ICS Program and New Client Referral Program, fielding employee questions during integration, coordinating with various operational teams (e.g. HR, Finance) and solving for reporting and data stewardship needs.
  • Lead on Employee Training, Communications & Questions: Closely familiar with how ICS and New Client Programs work to train and educate employees on how to participate.
  • Deliver metrics to measure growth and adoption through the ICS Program and New Client Referral Program. Report out on the ICS pipelines, activities and results to firm leaders and internal stakeholders.
  • Provide regular feedback, insights, and recommendations to senior management on ICS Program and New Client Referral Program performance, issues, and opportunities.
Requirements
  • Bachelor's degree in business, marketing analytics, data analytics, or related field.
  • At least 3 years of proven experience in reporting and analytics program management, preferably in the professional services industry.
About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Preferred Location

Miami

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