Customer Data Specialist

Summary

Join FMX's Customer Success team as a Customer Data Specialist and contribute to the success of a rapidly growing SaaS business. You will create impactful reporting solutions using business intelligence tools, manage end-to-end customer data migrations, and collaborate with cross-functional teams. This role requires strong analytical skills, proficiency in data transformation techniques, and excellent communication abilities. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment. FMX offers competitive benefits, including 100% company-paid health insurance, generous PTO, flexible working hours, a remote-first work environment, and a home office stipend. The company fosters a collaborative and supportive culture.

Requirements

• A BS degree in data science, business analytics, applied mathematics or 1-2 years of experience in a related role
• Working knowledge of business intelligence tools such as Sisense, Microsoft Power BI, or Tableau, and understand data visualization best practices
• Advanced Microsoft Excel skills
• Exceptional communication, attention to detail, time management, and organizational traits
• Ability to manage a high volume of projects and meet deadlines

Responsibilities

• Create reporting solutions for FMX customers using various business intelligence platforms such as Sisense and Microsoft Power BI
• Support Director, Customer Success with the review, approval, and completion of commissioned reporting Statements of Work documents
• Develop standard, add-on, and commissioned reporting best practices documentation for FMX employees and customers
• Act as a reporting and data migration subject matter expert on the Customer Success team
• Support the Manager, Customer Support in the successful implementation of FMX’s new data onboarding tool, Flatfile
• Complete end-to-end data migrations for FMX customers. This process includes extracting source data from external softwares and transforming it to fit FMX’s target data schema using tools such as Excel, Python, and Flatfile prior to completing the upload process in the FMX application
• Attend customer-facing meetings with the Customer Success Implementation and Retention teams to ensure customers’ data and reporting requirements are being met
• Adhere to project priority procedures and completion deadlines
• Establish, maintain, and continuously increase client satisfaction through professional and courteous service
• Work closely with the Customer Success management team to identify new ways to streamline processes and improve workflow
• Work cross-functionally across Customer Success Support, Implementation, and Retention teams to maintain consistency

Preferred Qualifications

• Strong leadership skills
• Innovation and creativity to create reporting solutions for end-users
• Self-motivation and ability thrive in a fast-paced, competitive environment
• Embodiment of our core pillars: We value our work ethic, we are disciplined in our processes and responsibilities, we are coachable and seek out constructive criticism, we value results and are performance-driven, we treat each other and everyone we meet with respect and integrity
• An openness to learning new skills in data transformation technologies such as Python and Flatfile

Benefits

• 100% company-paid health, dental and vision insurance
• Work from home: At FMX we are remote first, but you’re welcome to use our office as you need. We have two all-company events a year to ensure that you can put a face to that name and establish high-trust relationships with your teammates and co-workers. When you’re in the office, you can take advantage of our free snacks, beverages, and office kegerator
• Home office stipend: We’ll give you everything necessary to do your job (company sponsored laptop, headset, etc.). We will also provide up to $500 to help with equipment, furniture and accessories. You will also get $60/month toward your home internet connection
• Generous PTO and UTO (unplanned time off) policies: If you’re sick, why should that cut into your vacation time?
• Enjoy flexible working hours: Have a dentist appointment at 8:30 AM? Need to tack on an extra 15 minutes at lunch to squeeze in that workout? As long as you're getting your work done then our working hours are flexible
• You can wear jeans and tees: Feel free to keep it casual, we do
• You’ll enjoy a collaborative culture and a close-knit team: We're a team of hard-working, high-fiving, friendly folks. We take collaboration, transparency, continuous improvement, and work/life balance seriously
• You can wear jeans and tees: Feel free to keep it casual, we do
• We value learning and mentorship: We have a training and incentive program and mentorship opportunities
• 401(k) and medical / dental / vision insurance