Implementation, Deployment & Reporting Analyst

Implementation, Deployment and Reporting Analysts work across functions to manage client relationships and expectations, develop client solutions, generate additional revenue, and ensure that work meets or exceeds contractual and service-level obligations. Using industry, product, and business-practice knowledge, they analyze client needs and propose solutions to clients and product teams. They assess business processes, product utilization, and industry practices to help develop solutions to client challenges. They also collaborate with product teams to identify enhancements and test whether changes meet requirements. Associates across experience levels and functional areas rely on their product and client knowledge.

Client Relationships, Reporting, and Support

* Handle Patient Health Information (PHI) and provider information related to Medicare DDE logins confidentially and stay informed about applicable compliance rules and regulations.
* Format data for scheduling and upload into Kodiak Solutions’ proprietary system securely and accurately.
* Work with the Citrix ShareFile server used by the Revenue Team and clients.
* Understand how to create client profiles in B-Verified.
* Prepare deliverables and reports for clients. Review them for accuracy, completeness, and approved branding, and ensure they are available in time for meetings.
* Maintain workflow documentation and other reference materials to reflect the actions performed for assigned duties.
* Provide first-line customer support for application questions.
* Establish and maintain effective relationships within and outside the organization.
* Communicate regularly with their Superior and other team members about the status and results of assigned tasks.
* Define problems, collect data, establish facts, and draw valid conclusions to ensure client projects progress as expected.
* Work confidentially and objectively.
* Serve as a liaison between Kodiak Solutions and clients, representing both professionally, courteously, and knowledgeably.
* Respond to emails and phone calls promptly.
* Provide stakeholders with requested reports and information in a timely manner.

Implementation and Onboarding

* Guide clients on data requirements, Citrix setup, and Medicare DDE logins.
* Investigate client concerns and coordinate with the appropriate internal contacts to provide responses.
* Document client requirements and intended uses for the implementation team.
* Document processes for inclusion in the team’s policies and procedures.

Development, Quality Assurance, and Process Improvement

* Communicate regularly and effectively with the Senior Manager, Onboarding & Reporting.
* Define problems, collect data, establish facts, and draw valid conclusions.
* Develop business requirements for product enhancements.
* Take accountability for assigned responsibilities and duties.
* Actively pursue professional development and career advancement.
* Update and maintain client tracking logs, including records of data files received and pending.
* Collaborate with assigned staff and clients to achieve project objectives.
* Maintain appropriate internal controls to safeguard client records and the collection of Kodiak Solutions
* Complete all assigned HIPAA and other compliance-related tests and reading.
* Meet deadlines and verify that all products and services are set up correctly before transitioning clients to service. Use available resources to maintain client satisfaction.
* Perform other related duties as assigned.

Mandatory Qualifications

* Data/Excel experience: At least 1 year of experience working with data, reporting, spreadsheets, or operational tracking, including the ability to sort, filter, reconcile, and identify discrepancies in data using Microsoft Excel.
* Analytical/administrative experience: At least 1 year of experience in an analytical, operations, reporting, or support role that required accuracy, attention to detail, meeting deadlines, and managing multiple priorities.
* Proficiency in Microsoft Office suite, Outlook, Word, and Excel.
* Experience, education, or training in the assigned department or program area is highly desirable

Preferred Qualifications

* Bachelors degree is preferred