• Gather operational data provided by various departments. • Input data into Google Sheets and Excel-based templates with a high degree of precision. • Maintain and update daily, weekly, and monthly performance trackers. • Create and format Google Slides or PowerPoint decks using provided content. • Ensure consistent formatting, structure, and branding across all reports and presentations. • Organize and archive reports and decks systematically for easy access and retrieval. • Assist in preparing documentation and summaries for both internal and client-facing reports. • Support other administrative tasks related to reporting and data coordination. • Meet all deadlines for recurring and ad hoc reporting tasks.

• Support the finance teams in decision-making processes by providing financial advisory on relevant topics • Assist with budgeting, closing, and forecast preparation • Execute control frameworks within O-I and support various business case calculations • Responsible for month-end closing processes and US GAAP financial reporting • Prepare reports for insightful financial analysis and support audits • Identify cost reduction opportunities and monitor business performance • Participate in FP&A projects and share knowledge with peers

• Become an expert on internal and external data trends relevant to Netomi’s business and product ecosystem. • Design and maintain BI dashboards and tools that enable teams to independently track and understand business metrics. • Conduct deep-dive analysis into chatbot performance, user interactions, and conversational flows to identify key optimization opportunities. • Collaborate with product, engineering, and customer success teams to translate conversational analytics into actionable insights. • Integrate and analyze data from conversational platforms (e.g., chatbot logs, NLU/NLP systems) to improve intent accuracy, resolution rates, and customer satisfaction. • Leverage Generative BI tools to create dynamic, automated reports and data narratives that respond to natural language queries. • Partner with enterprise architects to ensure solutions align with broader data architecture and governance principles. • Drive automation of recurring reporting tasks and streamline data workflows using scripting and scheduling tools. • Monitor AI-driven systems for accuracy, bias, and explainability in outputs—ensuring business users trust the insights provided.

About us Job Description:  Trident is seeking a high-caliber CX3 Analyst for one of our premier growth-stage clients. Our client is aggressively scaling toward a milestone of 25,000 net enrolled members by the end of 2026 while maintaining an industry-leading NPS of +50. The Analyst serves as the organization's central intelligence engine, fulfilling a dual mandate: safeguarding the member experience and fueling sales growth through precision analytics. This professional does not simply manage data; they operate within a specialized CX3 Framework: - Deliver: Providing precision data on every member interaction and sales motion. - Design: Utilizing pattern recognition to optimize member journeys and sales pipelines. - Advocate: Amplifying the consumer voice and growth signals within every leadership decision through evidence-based reporting. Job Responsibilities Customer Experience & Retention Intelligence - Infrastructure Management: The Analyst builds and owns the NPS/CSAT data pipelines across six critical touchpoints, including Sales, Onboarding, First Use of Service, and Cancellations. - Retention Modeling: This role is responsible for developing an "early-warning model" to proactively identify and mitigate at-risk accounts before they churn. - Performance Tracking: The Analyst maintains real-time dashboards to ensure the organization remains on track for its +50 NPS target, including specific satisfaction tracking for brokers and affiliates. - Growth & Sales Analytics - Pipeline Oversight: The Analyst owns weekly performance tracking for all primary growth channels, providing visibility into the health of diverse sales pipelines. - Conversion Optimization: This individual manages CRM dashboards to identify opportunities for improving close rates from current levels toward a target of 10%. - Growth Reporting: The role monitors channel ramp-ups, ensuring high-priority growth targets are met on a month-over-month basis. - Operational & Interaction Analytics - Behavioral Decoding: The Analyst reviews and analyzes high-volume call records (160,000+ annually) to identify behavioral patterns, callback frequencies, and First Call Resolution (FCR) rates. - AI Integration: This role translates AI-assisted call tagging and data from intelligence platforms into structured, actionable weekly reports for the leadership team. Success Benchmarks (First 90 Days) - Month 1: Launch the NPS/CSAT infrastructure across all identified customer touchpoints. - Month 2: Establish weekly reporting for interaction patterns and growth channel trendlines. - Month 3: Deliver a foundational retention model that identifies at-risk members before they reach a point of cancellation.