Senior Manager, Client Success MX

Pull and consolidate reports from client systems across multiple programs on a regular cadence

Build, maintain, and continuously improve reporting outputs including hierarchy reports and program performance dashboards

Organize and maintain lead files, ensuring data integrity and accessibility for program stakeholders

Develop and manage Excel-based reports with structured, clean formatting suitable for internal and client audiences

• Analyze program data to identify trends, anomalies, and performance gaps — not just compile numbers, but draw meaningful conclusions
• Recognize when key metrics are deviating from expected patterns and proactively investigate root causes
• Translate data findings into clear, actionable takeaways for the Director and program teams
• Leverage BI reporting tools to build visual summaries and performance narratives that support decision-making