Power Digital - Data Access Manager
Requirements
• Training and Onboarding Expertise: Experience guiding clients or customers through onboarding processes and conducting effective training sessions • Training and Onboarding Expertise: • Problem-Solving Experience: Background in addressing and resolving customer issues, ideally in a technical or software-related context • Analytical and Reporting Skills: Familiarity with using analytics tools for customer data analysis and reporting • Experience using Google Sheets for administrative tasks • Familiarity with the access protocol for the following platforms a plus: • Google Analytics • HubSpot, Salesforce, and similar CRMs • Klaviyo & similar ESPs • Shopify & similar CDPs • Familiarity with marketing and financial KPIs is a plus • Key Performance Indicators (KPIs) • Access Request Velocity: Decrease avg. days to complete access requests (OKR = 7 days or less) • Access Request Velocity • First-Touch Completeness Rate: % of appraisals where no follow-up access requests were needed after the initial outreach. • First-Touch Completeness Rate • Integration Completion Rate: % of available integrations completed once access is granted (OKR = 100%) • Integration Completion Rate • Most Important Things (MITs) • Completed Integrations • Access & Integration Success
Responsibilities
• Serve as a primary point of contact for prospective clients during the data access and integration phase of the sales cycle • Partner closely with the Revenue and Analyst teams to coordinate platform access ahead of and during marketing audits • Manage prospective client onboarding environments • Maintain and evolve the library of Access & Integration materials • Regularly update internal documentation as platform access processes change over time • Employ AI technologies to enhance and optimize Access & Integration processes • Utilize and leverage Power Digital's nova ecosystem as it relates to your department
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