Envoy Global is a proven innovator in the global immigration space. Our mission combines our industry-leading tech platform with holistic service to streamline, simplify and expedite the immigration process for employers and individuals.
We are seeking a detail-oriented and analytical individual to join our customer service team as a Data Analyst at our Hyderabad, India office. In this role, you will be responsible for compiling, analyzing, and delivering comprehensive customer account review presentations and working directly with the Strategic Account Management Team for delivery. These presentations will offer valuable insights into account performance, service usage, and key recommendations to help enhance customer relationships and drive value.
As our Customer Data Analyst, you will be required to:
- Data Analysis & Reporting: Collect, analyze, and interpret customer account data, including service usage, financial performance, trends, and key performance indicators (KPIs).
- Presentation Development: Develop clear, insightful, and visually appealing account review presentations tailored to customer needs. Presentations should highlight account performance, areas for improvement, and actionable recommendations. Presentations should deliver complex and voluminous amounts of data in a clear and easily digestible format.
- Collaboration: Work closely with Client Service Teams (Legal and SAMS) teams to gather relevant data and insights that will help shape the account review presentations.
- Customer Insights: Identify customer needs, trends, and behaviors through data analysis. Provide insights and recommendations based on this analysis to improve customer satisfaction and retention.
- Data Accuracy: Ensure all data presented is accurate, relevant, and up to date. This includes maintaining and updating customer accounts in relevant databases or CRM systems. Work cross functionally with operations teams to improve data in CRM systems as needed.
- Process Improvement: Continuously seek opportunities to streamline the account review process, ensuring it is efficient and scalable.
- Customer Communication Support: Assist the Customer Success team with periodic customer reporting and ad-hoc analysis to support ongoing customer communication efforts.
To apply for this role, you should possess the following skills, experience and qualifications:
- Proven experience in an analytical or reporting role, preferably within a customer success or account management environment.
- Proficiency in data analysis tools (Excel, Power BI, Power Point) and CRM platforms (Salesforce, HubSpot, etc.).
- Proficiency in business communication and ability to articulate complex business ideas with simple language/visuals
- Excellent written and verbal communication skills, with the ability to explain complex data in a clear, concise manner.
- Highly organized with a strong attention to detail.
- Ability to manage multiple tasks and deadlines simultaneously.
- Bachelor's degree in business, Finance, Data Analytics, or related field.
- Experience working in SaaS, technology, or service-based industries.
- Familiarity with customer success metrics such as spend/budget, forecast, status, volume, NPS etc)
If this role excites you, please take a moment to complete the questionnaire below and attach your current resume. We look forward to your prompt response.
