Customer Operations Analyst – Temporary

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

📋 Description

• Conduct audits and document the processes for creating, updating, and synchronizing customer, account, and contact records across MyAlkami, PingIdentity, Salesforce, and ServiceNow.

• Identify instances of missing, mismatched, duplicate, or outdated data.

• Review Salesforce data to ensure completeness, consistency, usability, and alignment with business requirements.

• Assist in enhancing field usage, record structure, validation rules, and data standards.

• Collaborate with stakeholders to define the information necessary for comprehensive and actionable Salesforce contact and account records.

• Trace key fields back to their originating systems.

• Design or refine forms, intake screens, and data-entry workflows for both customer-facing and employee-facing interfaces.

• Document current data flows, integrations, and handoffs using process maps, field dictionaries, data dictionaries, and written specifications.

• Suggest future-state enhancements that minimize manual cleanup and elevate data quality.

• Work alongside Customer Experience, Implementation, Support, and other stakeholders to pinpoint data gaps and operational challenges.

• Assist in the creation, testing, and maintenance of reports or dashboards that track data completeness and data quality trends.

• Engage in user acceptance testing for Salesforce, intake, integration, and synchronization modifications.

• Document findings, validate outcomes, and aid in coordinating issue resolution.

• Support data cleanup and enrichment by investigating discrepancies and documenting proposed corrections.

• Maintain streamlined documentation as platforms, processes, and integrations evolve.

⛳️ Requirements

• 0–2 years of experience; recent graduates and those transitioning careers are encouraged to apply.

• Bachelor’s degree or equivalent practical experience in Business, Information Systems, Communications, or a similar field.

• Proficient in working with structured data in spreadsheets (Google Sheets or Excel).

• Ability to quickly learn new software platforms and navigate multiple tools concurrently.

• Excellent written communication skills — capable of clearly documenting processes for a non-technical audience.

• Highly organized and detail-oriented with the capacity to manage several small tasks simultaneously.

• A keen interest in understanding how systems interconnect, along with a willingness to ask clarifying questions regarding data requirements.

• Ability to work autonomously in a remote setting with minimal oversight.

• Familiarity with Salesforce (contact/account objects, standard fields, required field configuration) is preferred.

• Exposure to ServiceNow or a similar ITSM/CSM platform is preferred.

• Experience in designing or assessing web forms, intake workflows, or data entry screens is preferred.

• A basic understanding of REST APIs or system integrations (coding not required) is preferred.

• Experience in a SaaS, fintech, or B2B technology environment is preferred.

• Familiarity with process documentation tools (Lucidchart, Miro, etc.) is preferred.

• Candidates must be eligible to work in the US for full-time employment.

• Alkami is unable to provide employment sponsorship at this time.

🏝️ Benefits

• Remote-first environment.

• Unlimited paid time off.

• 401(k) with employer match.