Client Analyst I jobs in United States
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VertexOne · 1 day ago

Client Analyst I

VertexOne is the recognized leader in SaaS platforms for utilities across North America, dedicated to providing exceptional customer service experiences. The Client Analyst I role supports clients by managing inquiries, resolving issues, and collaborating with Client Success Managers to enhance client satisfaction and operational efficiency.

GovTechInformation ServicesInformation TechnologySaaSSoftware
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Growth Opportunities

Responsibilities

Serve as the primary contact for day-to-day client inquiries and concerns
Build positive and productive relationships with VertexOne Clients
Partner with Client Success Managers (CSMs) to support client onboarding
Perform client notifications for application issues, scheduled downtime, upgrades, and other impacts
Monitor 3rd party applications and jobs
Escalate and communicate issues to VertexOne Management or Clients as needed
Provide clients with status updates on projects and deliver required documentation for approval
Maintain strong client relationships to promote high customer satisfaction
Issue Resolution & Queue Management
Analyze and troubleshoot client issues in a timely fashion
Review incoming tickets and perform initial research using available tools and documentation
Update ticket statuses and add notes to keep clients and internal teams informed
Track SLAs and manage support work queues effectively
Participate in operations meetings with Clients to review outstanding issues
Attend Leadership Business Review meetings with Clients
Support Project Managers as needed on larger custom projects
Lead Minor Release upgrades for Clients
Gather requirements from Clients for projects, research, or testing
Create, test, and manage Client-specific rate changes
Coordinate code promotion requests and approvals with Clients
Ensure all Client communications and approvals are documented in Jira per audit control requirements
Create user profiles and manage system access
Coordinate with Clients to implement new business rules, page rules, control file updates, and security requests in test or production environments
Assist with preparation of test and production environments
Coordinate Client environment refreshes
Available to work extended hours or weekends for Client project work or outages
Travel as required to Client locations or VertexOne company events

Qualification

Data analysis experienceTicketing system experienceMicrosoft OfficeJiraSQLUtility experienceMulti-tasking abilityDesire to learnOrganizational skillsInterpersonal skillsAttention to detail

Required

Must have at least 2 years experience working in a data or operations analyst role
Must have experience working with a ticketing system
Microsoft Office experience is required ( MS Outlook, Excel, Word, Power Point)
Excellent organizational skills is required
Must have the ability to multi-task
Excellent interpersonal skills and a professional approach when dealing with clients
Curiosity, attention to detail, and a desire to learn and grow in a fast-paced environment
Minimal travel required (10%)

Preferred

Jira, SQL and Excel skills an asset
Utility experience or Meter-to-Cash experience
Knowledge of CIS systems an asset
Familiarity with SQL

Benefits

Comprehensive medical, dental, vision, disability, life insurance
Health Savings Account (HSA), Flexible Spending Account (FSAs)
401K match
Flexible PTO
Employee recognition platform with monetary rewards
100% Remote work environment
Initial work from home stipend
Leadership/Coaching training programs
Free access to Bizlibrary for unlimited professional development
Employee Assistance Program (EAP) with counseling sessions available 24/7
Health and wellbeing programs
Paid parental leave
Employee bonus referral program
Employee Discount Program

Company

VertexOne

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Integrated SaaS Solution for Utilities, including cloud Customer Information Systems (CIS) , Customer Engagement, Payments & Analytics

Funding

Current Stage
Growth Stage
Total Funding
$257.76M
Key Investors
Runway Growth Capital
2025-01-09Debt Financing· $131M
2022-02-08Debt Financing· $75M
2019-07-23Series Unknown· $51.76M

Leadership Team

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Andrew Jornod
Chief Executive Officer
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Tina Santizo
Chief Operating Officer
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Company data provided by crunchbase