About the job
The Opportunity
Join Affinity as a Data Analyst and empower our clients to seamlessly integrate their data into our platform. You will play a pivotal role in onboarding customers by importing their data and configuring the system to enhance their workflows. Collaborating closely with our Onboarding, Implementation, and Customer Success teams, you will have the chance to interact directly with customers to understand their needs, establish expectations, and produce insightful reports that showcase the advantages of their data configuration.
Your Responsibilities:
- Import and convert customer CSV data into Affinity, setting up tables, lists, and fields to ensure customers can start using the platform immediately.
- Maintain an organized data import queue, monitoring status, estimated time of arrival, priorities, and next steps for every import.
- Conduct data cleansing, deduplication, and validation to guarantee high-quality imports.
- Collaborate with the Onboarding and Implementation teams to align customer data with Affinity's data structure.
- Lead discussions with clients to gather requirements, understanding their data frameworks, workflows, and reporting needs.
- Translate client needs into structured data configurations and reports that align with their business objectives.
- Create and present clear reports and dashboards to clients, highlighting key insights from their data.
- Engage proactively with customers to clarify data formats, synchronize timelines, and keep all stakeholders updated throughout the onboarding process.
- Utilize AI tools to streamline and automate repetitive workflows.
What We Seek:
If you feel you don’t meet every single requirement, we encourage you to apply anyway. At Affinity, we value diversity and inclusion.
- Expertise in Excel or Google Sheets, including proficiency with VLOOKUP, INDEX/MATCH, pivot tables, and text manipulation.
- Exceptional client communication skills, with the ability to lead requirement-gathering discussions and translate business needs into technical solutions.
- Strong presentation skills to convey data findings and reports clearly to non-technical audiences.
- A meticulous attention to detail and a commitment to delivering quality work.
- Familiarity with CRM platforms or general database concepts (fields, records, relationships).
- Strong organizational skills, capable of handling multiple imports with competing deadlines.
