Client Insights Manager
Job Description: • Design, maintain, and enhance client-facing reporting templates for ABRs, QBRs, and other client presentations. • Evaluate third-party CRMs, analytics platforms, and workflow tools to improve automation and operational rigor. • Improve and optimize Tableau data sources and dashboards to increase accuracy, reliability, and efficiency. • Liaise between Client Success and BI/Product teams to define reporting needs and develop enhancements that make dashboards more intuitive and actionable.• Translate complex data into clear, actionable insights that empower Client Success Managers and strengthen client storytelling. • Provide insights-driven support for Carrum’s largest enterprise clients, including ad hoc data requests and deep-dive analyses. • Create and improve operational procedures and workflows that enhance efficiency across CS operations. • Lead implementation, configuration, rollout, and ongoing management of new tools, including documentation, enablement, and training. • Serve as the internal subject-matter expert on CS tools, reporting systems, and operational processes.• Partner with Finance to automate workflows and develop consistent, templated reporting. • Lead or support cross-functional initiatives with Billing, Legal, Provider Operations, and others to streamline workflows and enhance the overall client experience. • Identify opportunities to reduce operational inefficiencies and strengthen data integrity across the organization. • Develop and maintain documentation, playbooks, process standards, and instructional materials to ensure consistent execution and scalable team practices.• Create and implement instructional materials, training modules, and courses for internal CS teams and clients—covering topics such as interpreting report data, generating meaningful client insights, and presenting data effectively. Requirements: • 5-8+ years of experience in Client Insights, Client Success Operations, Business Operations, Data Analytics, Training/Enablement, or a related field (healthcare experience a plus). • Experience designing training programs, curriculum, or instructional materials—preferably within a technical, data-driven, or client-facing environment.• Strong background in BI/reporting tools with expertise in Tableau (Looker, Power BI, or similar also beneficial). • Experience evaluating, implementing, or administering CRM and workflow platforms (Salesforce, HubSpot, Gainsight, or similar). • 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/bolthires Sheets skills; SQL or strong data analysis experience a plus.• Exceptional analytical and communication skills—the ability to turn data into insights and insights into compelling narratives. • Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously. • Comfortable working in a dynamic, fast-paced environment with evolving priorities. Benefits: • Stock option plan • Flexible schedules and remote work • Chicago and San Francisco offices available • Self-managed vacation days, within reason • Paid parental leave • Health, vision, and dental insurance • 401K retirement plan Apply tot his job