Conversion Desk Analyst

The Opportunity

• Evaluate customer accounts to determine conversion complexity and requirements.
• Proactively identify high priority accounts with potential roadblocks for conversion.
• Identify dependencies, risks, and opportunities within conversion projects.
• Create detailed documentation to guide conversion activities.
• Communicate technical details in an accessible way to non-technical stakeholders.
• Address and resolve customer concerns promptly during conversion.
• Contribute to post-conversion reviews to document lessons learned and best practices.
• Prepare reports on transition progress, risks, and outcomes.
• Maintain accurate records of account activities and key decisions.

• Bachelor s degree in Business, Technology, or a related field (or equivalent experience).
• 2+ years of experience in an analytical or project coordination role, preferably in a tech or software environment.
• Strong understanding of software licensing and product mapping.
• Excellent organizational skills with attention to detail.
• Experience in a customer support role a plus
• Proficient in using project management tools and software.
• Strong communication skills with a customer-focused mindset.
• Ability to manage multiple tasks in a fast-paced environment.
• Proficiency in Excel, including experience with VLOOKUP, pivot tables, and data analysis functions.
• Experience with data visualization tools and techniques.
• Strong analytical skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a team environment.

• Knowledge of CRM processes and sales/marketing operations.
• Familiarity with tools like JIRA, SFDC, and Tableau

This role operates in a hybrid capacity, blending the benefits of remote work with the advantages of in-person collaboration. For most roles, that will mean coming into an office a minimum of 2 - 3 days per week, however certain roles and/or teams may require more frequent in-office presence. Additional team-specific guidance and norms will be provided by your manager.

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