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/Google 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