Coaching Data Support Analyst @ https://crisp.co/ (US – Remote)

Highlights:

– $1600 – paid once monthly (1st of month following previous month)
– Working Hours: 8:55am EST – 5pm EST
– Dress Code: Business professional dress required daily, groomed and professional hair.
– English Proficiency: Impeccable, native sounding spoken and written English is required for this role.

Position Details and Requirements:

We are seeking an experienced data analyst, operations assistant, and admin to support our Executive Business Coaching Department operations to work in managing data flow, cleaning, fetching, and transforming data about our clients to better enable our Coaches to work with our clients on their goals, objectives, and current areas of business focus.

Reporting to the Director of Coaching, this will also include scheduling client trainers, confirming clients for quarterly workshop event attendance, sending Coaches and their clients key requested information, meticulous tracking and actioning around various events happening in the Coaching side of the business, follow up regarding client survey results, auditing client program utilization, and tight SLA timelines.

Folks who have worked for the likes of Accenture, Cognizant, PwC, McKinsey, Deloitte, EY, are desired. Former BPOs (business process optimization experts) may also be successful in this role. You have the technical chops of a data analyst and quality assurance professional but the business understanding to connect the dots, understanding how your back-end operational support in providing the necessary data to our Coaches will better enable their ability to support our clients, which is directly linked to our company’s success and vision.

You must have experience using Salesforce (CRM), ClickUp (project management), Google Sheets, Type Form, ChurnZero, and ideally CVent (event management) – or similar platforms that do the same thing.

Key Responsibilities Include:

– Manage intranet (Google sites) and other internal platforms and resources for the Coaching Department
– Collect, analyze, and deliver client data to our Coaching team, such as Kolbe and PRINT assessment results
– Ensure data is flowing properly across Salesforce, CVent, ClickUp, ChurnZero, and Google Sheets
– Scheduling various events on behalf of our Coaches for clients (such as training workshops)
– Assisting Coaches in confirming clients for events and workshops
– Creation and implementation of features and work flows in Salesforce and Cvent
– Pulling data and requests from ClickUp
– Pulling data from ChurnZero
– Post client Coaching and Training event data knowledge transfer (document down client-committed action items, milestones, and goals for individual Coaches in Salesforce and/or Google sheets from events called On-Site Trainings, Focus Retreats, and quarterly workshops)
– Work with, manipulate, pull data related to client survey scores
– Audit Coaching/client calls in Gong
– Working to help Coaches connect clients to other applicable clients for the purposes of business referrals and other needs by managing client account Salesforce data related to client locations and practice area
– Additional ad hoc one off tasks, on-going projects, and new initiatives as ask by the Director of Coaching
– Ensure utmost accuracy of data
– Getting additional information out to client on behalf of Coaching such as workshop dates and topics/content
– Design and create strategies for measuring departmental productivity based on both daily activities and final results/outcomes
– Create and produce daily, weekly, monthly, quarterly, and YTD analysis that is published with the Directors and CEO’s office.
– Create departmental dashboards, capturing trends and performance of each employee, as well as insights to the “why” and proposed solutions for improvement

Your Qualifications:

– Bachelor’s degree in Data Science or like field and actual, practical experience in data analysis and reporting
– Six Sigma or similar (preferred)
– 3+ years of hands-on experience in creating dynamic, complex reports and relaying content of said reports to leadership and CEO, and making recommendations about departmental improvement
– Experience in working with at least $50M+ of volume, 200 users, and 1000 accounts
Technical Experience:
– Data visualization
– API usage
– Web scripts to better enable automation and fetching of data
Tech Stack Experience:
– Salesforce (CRM)
– ClickUp (project management)
– Google Sheets
– CVent (event management)
– Gong (AI-powered call analyzing)
– ChurnZero
– Zoom
– Calendly
– Slack
– Personality traits: energetic, attention to detail, punctual, honesty, and integrity
– Impeccable proficiency in English (spoken and written)

Why You Should Work Here:

– You will become part of an incredibly crafted and unified company culture with an attentive CEO and teammates who are truly dedicated to success.
– You will work with people from all departments who are happy to help and teach as you work towards growth.
– You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
– You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
– You will grow personally and professionally. Every measure is taken to ensure our team members thrive. Our Continuing Crisp – Education (CCE) program encourages and rewards classes, certifications, book clubs, and trainings.

We’re all about working hard and staying humble. In the spirit of humble bragging, here are some of our awards and accolades:
– Crisp Founder and CEO Michael Mogill named EY Entrepreneur Of The Year® 2023
– Named to Inc. 5000 List of Fastest-Growing Private Companies 6 years in a row (2022, 2021, 2020, 2019, 2018, 2017)
– Atlanta’s fastest-growing companies 8 years in a row (2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016)
– Recognized as Atlanta’s Best Places to Work
– Creators and annual hosts of the Crisp Game Changers Summit, the largest and most ambitious law firm growth conference on Earth
– Published the legal industry’s best-selling marketing book
– Host of the most listened-to podcast in the legal industry
– Featured in Forbes, The Wall Street Journal, TechCrunch, Yahoo, and The Huffington Post

If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great. We’re not crazy; we just believe in what we do.