Client Insights Manager

5-8+ years of experience in Client Insights, Client Success Operations, Business Operations, Data Analytics, Training/Enablement, or a related field Experience designing training programs, curriculum, or instructional materials Strong background in BI/reporting tools with expertise in Tableau Experience evaluating, implementing, or administering CRM and workflow platforms Demonstrated ability to manage complex, cross-functional projects from scoping to execution Experience working with enterprise clients and supporting high-stakes client engagements Advanced Excel/Google Sheets skills SQL or strong data analysis experience a plus Exceptional analytical and communication skills Highly organized, detail-oriented Comfortable working in a dynamic, fast-paced environment

Design, maintain, and enhance client-facing reporting templates Evaluate third-party CRMs, analytics platforms, and workflow tools Improve and optimize Tableau data sources and dashboards Liaise between Client Success and BI/Product teams for reporting needs Translate complex data into clear, actionable insights Provide insights-driven support for enterprise clients Create and improve operational procedures and workflows Lead implementation, configuration, rollout, and management of new tools Serve as internal subject-matter expert on CS tools, reporting systems, and operational processes Partner with Finance to automate workflows and develop templated reporting Lead or support cross-functional initiatives with Billing, Legal, Provider Operations, etc. Offer occasional onsite event support Identify opportunities to reduce operational inefficiencies Develop and maintain documentation, playbooks, process standards, and instructional materials Create and implement instructional materials, training modules, and courses Develop onboarding curriculum for new CSMs Centralize and standardize client training Facilitate live or recorded training sessions, workshops, and refreshers Develop playbooks, documentation, and learning resources