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Role Summary:
- Work with banks and credit unions to deliver actionable analytics, automated reporting, and performance insights.
- Help clients improve operational efficiency and member experience by translating business needs into scalable analytics solutions.
Key Responsibilities:
- Support pre-sales by translating client requirements into solution proposals and implementation plans
- Assist in scoping and building SOWs for new and custom reporting needs.
- Drive client adoption through best practices in data, reporting, and process optimization.
Required Qualifications:
- Strong experience with operational KPIs and performance reporting
- Hands-on experience with BI tools (Tableau, Power BI, Qlik, etc.)
- Excellent communication and stakeholder management skills