Client Success Analyst Kasasa 8 reviews - Austin, TX 78759 Kasasa 8 reviews Read what people are saying about working here. Client Success Analyst Only the passionate need apply! We're looking for much more than qualified applicants! We want individuals who believe that anything worthy of their effort is worthy of their best effort. That anything we produce should not merely compete but truly dominate its category. Kasasa employees are dedicated to helping community banks and credit unions compete and win. Like the Spartans in the Battle of Thermopylae, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team: We are a phalanx. Are you ready to join an amazing group of people who genuinely love their jobs, in an environment that inspires greatness? SUMMARY OF PURPOSE The Client Success Analyst is responsible for working with their assigned Client Success Partners (Two Teams consisting of a Client Success Manager and a Marketing Program Manager) to drive uncommon client satisfaction and loyalty. The position will focus on leveraging existing tools to analyze client performance, developing presentation materials, tracking client requests and interactions through our customer relationship management system that will allow their client success teams to execute upon the companys strategies and initiatives. The role will require a strategic mindset, an ability to multi-task, organizational skills, strong communication skills, a desire to drive efficiency, the ability to build and manage internal and external relationships and the aptitude to learn at a fast pace. Approximately ninety percent (90%) of this individuals time will be devoted to delivering client requested materials to their Client Success teams for strategic discussions. Approximately ten percent (10%) of this individuals time will be devoted to developing new analytical tools and creating efficiencies on client deliverables. ESSENTIAL FUNCTIONS * Infuse the Patch Values into your work ethic, every day and every interaction * Analytics * Pull monthly client reports from our internal systems * Analyze trends and be able to spot inconsistencies within monthly reporting * Run and identify trends / so whats in commonly requested customer reporting * Create ad hoc analyses with Client Success Manager and/or Marketing Program Manager input in Excel for customer consumption as needed * Develop client facing presentation materials for Client Success Teams * Customer Relationship Management System * Enter engagement records for Client Success Teams * Create and track work tickets and requests to completion * Ability to write and run reports to help client success teams manage their business * Partner Satisfaction * Achievement and maintenance of high partner satisfaction and loyalty. This includes issue/problem anticipation and prevention and, when necessary, rapid sensing, diagnosis, and orchestration of resolution. * Subject Matter Expertise: * Deep understanding of our data, where it is sourced, what is included / excluded, how to define the various fields * Knowledge of the various groups that we interact with and whom to approach across the building for any client issue resolution * Understanding of each client in the portfolio to know the key contacts, goals, performance and reporting requirements * Development of expertise toward automating any manual data interaction * Demonstrate continued growth and understanding of the various Kasasa products and marketing strategies and how they impact our client performance * Industry knowledge, trends and direction * Relationship Development and Management * Develop a strong working relationship with assigned Client Success Teams * Form and grow relationships with key partners including Analytics, Technical Support Engineers, Legal, Compliance, and Marketing Delivery teams * Build a relationship with portfolio Financial Institution contacts to be able to support traveling Client Success Team partners * Other duties as assigned POSITION REQUIREMENTS * Bachelors degree * Intimate knowledge of Microsoft Office including Excel, PowerPoint, Word, Exchange * 0-2 years of related business/marketing experience, preferably in the financial industry * Up to 10% travel * Desire to learn banking, finance, economics, marketing, process management * Excellent relationship development and management skills * Best in class communication skills written, verbal, non-verbal and presentation * Positive attitude and aptitude to work independently in a fast-paced environment * Highly organized and the ability to properly manage assigned client portfolio * Ability to multi-task and prioritize workflows * Ownership of results. Accountability and knowhow for getting things done and resolving issues * Tireless work ethic and natural tendency to pitch in to help teammates. * Must be legally allowed to work in the U.S. PHYSICAL/MENTAL REQUIREMENTS * Sitting for extended periods of time; approximately 5-6 hours per day * Simultaneous use of hand, wrist and fingers * Daily operation of standard office equipment * Frequent use of oral communication to perform work * Lifts and moves up to 20 pounds occasionally * Ability to travel by air and car for extended periods of time * Must have legal right to work in U.S. A Sampling of Our Benefits * Working for one of the Best Places to Work in Austin! * Open Paid Time Off AND 11 paid holidays * Gym Membership Reimbursement * Tuition Reimbursement * Love Fund - established as a way for Spartans to give back to their co-workers in need * PPO/HSA options for Medical, Dental, Vision with a substantial contribution from Kasasa * Life Insurance, Long Term Disability, Short Term Disability and Employee Assistance Program all provided in full by Kasasa * 401K plan with matching contributions * Bar Camps - Internal groups for like-minded employees to support any cause or common goals * Sponsored Volunteer Days The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer or rescind this position description at any time, with or without prior notice. No phone calls or agency inquiries please. Kasasa - 16 hours ago - save job - report job - original job Apply Now Apply Now Save this job