Develops, manages, and executes the reporting and analytics program for the Client Enablement Office.
Creates and maintains dashboards, reports, and benchmarks to identify and track key performance indicators (KPIs) related to sponsor bank, card brand, and third-party partner relationships that are crucial to business enablement.
Tracks and monitors all escalations to the Client Enablement Office from all channels (Sales, Partners, Banks, etc.), analyzing for themes, root causes, and trends.
Provides regular reporting on escalation status and outcomes.
Supports the Credit Policy change management process by tracking updates, partner requirements (prohibitions, exceptions), and communication status.
Conducts research and analysis related to partner requirements, industry trends, and client/partner concerns to provide actionable insights to leadership.
Reports, tracks progress, and provides management updates across multiple functions and departments to support Client Enablement projects and initiatives.
Provides continuous improvement to the Client Enablement program by updating departmental procedures, creating training materials, and contributing to monthly/quarterly business reporting.
Performs other duties as assigned.
Requirements
Bachelor’s Degree or equivalent work experience.
4+ years experience in Program Management, Project Management, Data Analytics, Business Intelligence, or a senior support role within the FinTech, Payments, or Financial Services industry.
Knowledge of and experience with program management frameworks, reporting lifecycles, and data analysis.
Proven ability to communicate, collaborate, and manage relationships with high-level internal and external stakeholders and internal and external business partners.
Strong analytical skills with the ability to evaluate strategic, financial, and operational perspectives, identifying trends and concisely articulating insights to remediate gaps or unlock opportunities.
Proven ability to develop relationships, negotiate, and problem-solve.
Strategic thinker and tactical executor
able to rapidly shift from “big picture” to “detailed operations”.
Strong team player with an excellent track record of success in fast-paced environments with changing priorities.
Judgment to analyze, evaluate, develop and effectuate solutions to complex problems.
Ability to work independently as well as in a team environment, including multi-level and external partner engagement.
Skillfully completes work accurately and thoroughly while meeting work commitments.
Ability to develop, document, and execute reporting procedures and processes that require steps across cross-functional areas, demonstrating an ability to work collaboratively with internal and external cross-functional teams.
Strong verbal and written communication skills with the ability to articulate complex problems and solutions through concise and clear messaging.
Ability to identify opportunities for automation and process improvement, keeping in mind user experience, sustainability, and effectiveness.