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Account Data Analyst

Job Title: Account Data Analyst
Department: Operations
Reports to: Systems Configuration Manager

Main Responsibility (purpose/objective)

  • Support Client projects including site configuration and maintenance to ensure optimal functionality and user experience.
  • Assist in developing and implementing best practices to achieve and enhance services objectives, ensuring efficiency and high-quality outcomes.


Essential Duties/Responsibilities

  • Assist with the set up and configuration during implementation and annual renewal.
  • Maintain understanding of internal systems to drive process improvement, troubleshoot discrepancies, and continued configuration needs.
  • Import demographic, dependent, beneficiary, enrollment and other configuration data from various sources.
  • Quality testing on client sites, audit system set up and assistance in data discrepancies between Third party vendors and/or payroll systems.
  • Prepare, configure and test complex Excel data files, perform data mapping and conduct thorough data audits to ensure accuracy and consistency.
  • Assist in other special projects as needed.



  • 2+ years of customer service experience and relevant analyst experience.
  • Experience in Employee Benefits or other Human Resources fields.
  • Strategically oriented and forward thinking, adept at discerning trends within data and identifying strategic implications.
  • Excellent written and verbal communication skills with the ability to convey complex concepts to both technical and non-technical audiences.
  • Strong analytical skills with the ability to make sound and quick decisions in a self-directed environment, demonstrating critical thinking and problem-solving abilities.


Preferred Qualifications

  • Experience with HRIS or Benefits Enrollment systems
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