Client Experience & Operations Optimization Analyst

Judi Health; New York (NY); Hybrid; USD 98,000 - 123,000; Full time

Job summary

Judi Health is seeking an Analyst in Client Experience & Optimization in New York. The role focuses on coordinating risk-based operational initiatives, validating issues, and improving data quality with dashboards and KPI reporting.

You will partner with clients and internal teams to enhance efficiency and service levels. The ideal candidate has 3–5 years in client services or analytics, strong communication, and a passion for process improvement and automation.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3-5 years of experience in client services, operations, analytics, or process improvement.
• Ability to coordinate and execute cross-functional projects and workstreams from intake through completion, keeping tasks, timelines, and stakeholders on track.
• Ability to analyze operational data and build recurring reporting and dashboards to identify trends and support decision-making.
• Strong documentation, organization, and attention to detail.
• Proficiency with spreadsheets and workflow tools, including the ability to analyze structured data and identify trends.
• Interest in process optimization, automation, and operational risk.
• Strong written and verbal communication skills and the ability to work across cross-functional teams.
• Project coordination or process improvement experience.

Responsibilities

• Support intake review, issue validation, routing, and tracking of client-impacting issues, projects, and cross-departmental initiatives.
• Coordinate and execute cross-functional workstreams and project plans that move risk-based operational initiatives from intake through resolution.
• Create and maintain process documentation, SOPs, and workflow maps that support process improvement and feed operational knowledge-base needs.
• Analyze intake volume, issue categories, SLA performance, workflow trends, and cross-functional inputs to evaluate root causes, identify client-impacting operational trends and bottlenecks, and recommend practical solutions based on data.
• Develop, maintain, and refine operational dashboards, KPI reporting, and recurring trend analysis.
• Support the automation of manual reporting and tracking processes to reduce manual effort and improve efficiency.
• Identify manual or inefficient processes and recurring risk patterns, and propose and support implementation of improvement opportunities in partnership with the Manager.
• Partner with stakeholders to improve data quality and reporting accuracy.
• Participate in cross-functional planning, problem-solving, and readiness activities that support Client Services, audit, and performance guarantee outcomes.
• Lead small initiatives

Skills

Cross-functional coordination

Data analysis

Dashboard reporting

Documentation

Excel

Project coordination

Communication

Process optimization

Automation

Education

Bachelor’s degree or equivalent experience

Tools

SQL

Power BI

Tableau

Excel Power Query

Jira

Job description

Judi Health is seeking an Analyst in Client Experience & Optimization in New York. The role focuses on coordinating risk-based operational initiatives, validating issues, and improving data quality with dashboards and KPI reporting.

You will partner with clients and internal teams to enhance efficiency and service levels. The ideal candidate has 3–5 years in client services or analytics, strong communication, and a passion for process improvement and automation.