Client Insights & Account Analytics Analyst

Realogy; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Realogy is seeking a data-driven professional to create ad hoc reports, analyze client data, and deliver executive summaries that inform management and clients. The role supports Account Management, client billing, and project initiatives, driving accuracy and efficiency across data retrieval and reporting processes.

Responsibilities include maintaining client data, auditing policies, resolving billing inquiries, and contributing to quarterly business reviews with insightful storytelling and

Qualifications

• Bachelor's degree strongly preferred with 5+ years of related business experience including GTM client services and/or financial operations
• Proficiency with Excel, data analytics, Cognos

Responsibilities

• Create ad hoc reports of client ready data for internal customers on volume, costs, revisions, and more
• Compile and analyze data and draft client ready summaries to assist management in providing client insights
• Create and share best practices in data retrieval and analysis and document all reports
• Manage ongoing reports for Account Management as needed
• Develop and maintain quarterly client dashboards highlighting program metrics, trends, performance indicators, and financial results
• Prepare and co-deliver client-facing quarterly and annual business reviews; transform data into clear insights, executive summaries, trends, and recommendations
• Maintain client data integrity and update the system with missing data items, contacts, division creation, etc.
• Provide policy support including edits, resolution of stuck files, and multi-step policy audits; provide feedback to Account Managers
• Assist File Set Up in resolving stuck customer files
• Work with Accounting and suppliers to resolve supplier payment escalations and conduct invoice audits
• Receive and respond to billing research requests with timely resolutions; investigate disputes and provide client-ready responses
• Partner with internal accounting teams to resolve billing escalations and provide backup
• Monitor unbilled and aging reports for missing data and ensure billing compliance
• Review vendor invoices for payment and assist in fee adjustments and adjustments
• Participate in cross-functional projects; propose improvements and automation ideas
• Create and distribute Best Practice communications such as videos, trainings, newsletters, and tutorials
• Suggest innovations and efficiencies; champion robotics process automation

Skills

Data analytics

Education

Bachelor's Degree

Tools

Excel

Cognos

Job description

Realogy is seeking a data-driven professional to create ad hoc reports, analyze client data, and deliver executive summaries that inform management and clients. The role supports Account Management, client billing, and project initiatives, driving accuracy and efficiency across data retrieval and reporting processes.

Responsibilities include maintaining client data, auditing policies, resolving billing inquiries, and contributing to quarterly business reviews with insightful storytelling and