POSITION SUMMARY
The Client Success Analyst is a support role within BillGO’s Account Management organization. This role is designed to empower Account Managers and Account Directors by providing data-driven insights, proactive reporting, and operational support to our payment partners.

The ideal candidate has strong analytical skills, attention to detail, and the ability to translate complex data into meaningful insights and communications that help BillGO’s partners succeed.

AREA OF FOCUS

All other duties as assigned, plus…

• Data & Performance Analysis
  • Analyze data to monitor client performance and identify trends in requested volume, net revenue, and biller engagement.
  • Support ad-hoc analyses to answer partner or internal questions.
• Biller Analysis
  • Research and evaluate merchant integrations, success metrics, and potential volume data to identify gaps, opportunities, and performance drivers.
  • Provide insights that support partner growth strategies and optimization.
• Reporting & Dashboards
  • Develop and maintain standardized reporting for internal teams and external partners.
  • Create dashboards that track key performance indicators (KPIs) for payment clients.
  • Deliver reports on a recurring basis (weekly, monthly, quarterly) with clear insights and actionable recommendations.
• Partner Communications
  • Draft and deliver proactive communications to payment clients, highlighting performance, issues, updates, or opportunities.
  • Support preparation for business reviews and partner meetings with data, slides, and reporting packages.
• Collaboration & Support
  • Work closely with Account Managers and Account Directors to provide the data and insights they need to drive partner success.
  • Coordinate with Operations, Product, and Engineering teams to support issue resolution and process improvements.

MINIMUM QUALIFICATIONS

• 2–4 years of experience in data analysis, client success, or related role.
• Strong analytical skills and proficiency in tools such as Excel, SQL, and BI platforms (e.g., Tableau, Power BI, Looker).
• Experience creating reports, dashboards, and data visualizations.
• Excellent written and verbal communication skills, with ability to translate data into clear insights for non-technical audiences.
• Familiarity with payments, fintech, or financial services (preferred).
• Highly organized, detail-oriented, and proactive in problem solving.

Key Performance Indicators (KPIs)

• Accuracy, timeliness, and quality of reporting delivered.
• Partner and internal team satisfaction with insights and communications.
• Contribution to partner growth initiatives (through analysis and recommendations).
• Responsiveness and reliability in supporting the account management team.