Client Insights Manager

A company is looking for a Client Insights Manager to execute operational activities and manage the client lifecycle for enterprise clients.

Key Responsibilities

Design and enhance client-facing reporting templates and dashboards

Create and improve operational procedures and workflows for Client Success operations

Develop and implement training materials and programs for internal teams and clients

Required Qualifications

5-8+ years of experience in Client Insights, Client Success Operations, Business Operations, Data Analytics, or related fields

Experience in designing training programs and instructional materials in a technical or client-facing environment

Strong background in BI / reporting tools, particularly Tableau

Experience with CRM and workflow platforms such as Salesforce or HubSpot

Advanced Excel / Google Sheets skills; SQL or strong data analysis experience is a plus