Customer Data Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the data migration subject matter expert within the Customer Success team.

• Execute comprehensive customer data migrations from external software platforms into FMX.

• Extract and transform source data utilizing Excel, Power Query, AI, and various other tools.

• Act as the main point of contact for customer data inquiries during the implementation process.

• Recognize and prioritize the data needs of customers.

• Participate in customer-facing meetings alongside the Implementation and Retention teams.

• Conduct technical, module-specific product training sessions for customers.

• Adhere to project priorities and ensure timely completion of tasks.

• Enhance client satisfaction through professional service delivery.

• Collaborate effectively with Customer Success Support, Implementation, and Retention teams.

• Refine processes and leverage emerging AI technologies.

⛳️ Requirements

• Bachelor’s degree from an accredited institution.

• Proficient in advanced Microsoft Excel functionalities.

• High level of fluency in AI and a willingness to learn data transformation technologies.

• Creative application of intelligent automation tools.

• Capability to handle a large volume of projects while meeting deadlines.

• Comfortable leading customer-facing meetings.

• Outstanding attention to detail, communication skills, time management, and organizational abilities.

• Self-driven with the capacity to excel in a fast-paced and competitive environment.

• Familiarity with FMX, Microsoft Excel, Slack, Zendesk, Google Suite, Claude, and Notion AI.

• Authorized to work and reside anywhere in the US.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance fully covered by the company.

• Long-term and short-term disability insurance.

• Life insurance coverage.

• Remote-first work arrangement with optional office access as required.

• Annual company-wide event.

• Complimentary snacks, beverages, and access to an office kegerator.

• Company-provided laptop and headset.

• Up to $500 stipend for home office equipment, furniture, and accessories.

• $60 monthly stipend for home internet expenses.

• Generous paid time off (PTO) and unpaid time off (UTO) policies.

• Flexible working schedule.

• Casual dress code.

• Supportive culture with a focus on collaboration and work/life balance.