Track key KPIs — connect rates, containment, funnel conversion, retention, campaign outcomes — to spot process gaps and inefficiencies. Run root-cause analysis to find the real reason behind a drop or miss, not just the symptom.
Data Analysis & Storytelling
Turn complex campaign and operational data (using Excel/Google Sheets, SQL, and BI tools) into clear, simple narratives for non-technical stakeholders.
Strategic Recommendations
Suggest data-backed improvements to bot/flow logic, client retention, and go-to-market (GTM) strategy. Turn findings into clear, prioritized actions teams can actually execute.
Lead review calls with clients and internal leadership — presenting performance, trends, and optimization strategies clearly. Build clean, easy-to-follow decks and reports for senior audiences.
Maintain accurate, repeatable reporting (SQL queries, templates, dashboards) and look for ways to automate manual work so insights come faster and more consistently.
Education: MBA required. An undergraduate degree in Business, Statistics, Economics, Computer Science, or a related quantitative field is preferred.
Experience: 2–4 years in a data, analytics, or business-analyst role — ideally in SaaS, Fintech, conversational AI, BPO/CX, or market research.
Experience working with clients and presenting to senior stakeholders is preferred.
Exposure to conversational AI, voice bots, IVR, or CX metrics (containment, connect rate, dispositions)
