Data and Integration Analyst - Client Experience team

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind.

You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

As an Analyst on the Client Experience (CX) / Marketing Analytics team, you will lead the firm's integration efforts for internal CX Programs, which includes our Integrated Client Service (ICS) and New Client Referral Program.

These programs are key to client growth alignment with employee incentives, and you will primarily focus on client data stewardship and program management for colleagues who are newer to EisnerAmper via M&A integration.

This role is critical to shepherding our colleagues into the EisnerAmper ecosystem and their role client growth opportunities.

What it Means to Work for EisnerAmper :

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

You will have the flexibility to manage your days in support of our commitment to work / life balance

You will join a culture that has received multiple top "Places to Work" awards

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

We understand that embracing our differences is what unites us as a team and strengthens our foundation

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

Work You Will be Responsible For :

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.

Vetting & Reporting : Manages the ICS qualification criteria and vetting process; manages reporting, bonus processing, and coordinates with Executive Sponsor, employees, Independence and HR / Finance.

Bonus Review, Processing & Notifications : Coordinates with other functions and stakeholders to provide regular reports and updates to process ICS and New Client Referral bonuses.

Collaborate with Finance, HR and Independence to administer bonuses to employees for their participation in client growth incentive programs.

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.

First line of defense in handling bonus questions and qualification criteria for newer colleagues. Handles all internal communications required for implementation, education, training and for the intranet sites.

Escalates questions to CX or Firm Leadership as needed.

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.

Basic Qualifications :

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.

Preferred / Desired Qualifications :

Analytical Acumen : Possesses robust analytical capabilities, transforming data into compelling insights. Expert in Excel.

Problem-Solving : Critical thinker with meticulous attention to detail, adept at identifying and resolving complex issues.

Communication : Outstanding communicator, both written and verbal, skilled at distilling and articulating complex ideas to varied audiences.

Project Management : Proven track record in implementing successful programs and project management initiatives. Exceptional project management proficiency, adept at juggling multiple initiatives and adhering to stringent deadlines.

Adaptability : Thrives in high-pressure environments with a flexible and agile approach to dynamic demands.

Collaboration : Works effectively across diverse teams to meet goals and roll out strategic projects.

Multitasking : Manages an array of projects and priorities with finesse and precision.

Technical Proficiency : Skilled in Microsoft Office, Excel, analytics and CRM software; preference for candidates with these competencies.

Continuous Learning : Eager to master new software platforms and AI technologies relevant to client data and integration.

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.

As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.

About our Marketing Team :

The EisnerAmper Marketing Team "connects the dots" between the firm's people, services, and clients. It's by building awareness of our 40+ go-to-market groups, while acting as tenacious advocates for the brand, that we can link clients and staff from across the globe with the right solutions EisnerAmper has for their businesses.

Based on senior management's deep-rooted, long-held understanding and belief in marketing, our department's culture may not be what you'd expect from an accounting firm.

By serving as important and valued collaborators, not just overhead, we are integral parts of the team and respected leaders.

We're a team of doers-seeing our ideas through with relentless execution. By moving fast and changing direction when we need to, EisnerAmper marketers turn disruption into a competitive advantage.

A truly close-knit team of self-starters, EisnerAmper marketers make a lasting impact on the service lines, industry niches, and geographic locations they serve and support, through many of the functions and initiatives modern-day marketers employ.

We leverage digital marketing, events, partnership programs, social media, advertising, CRM, and traditional relationship-building to crush our goals.

So, whether we're testing a new idea or reimagining an existing strategy, we're not afraid to try new things, see what works, and look for growth.

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.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

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

Should you need any accommodations to complete this application please email : [email protected]

Preferred Location : Miami

Miami