Customer Data Specialist

Gofmx; Columbus (OH); Remote; USD 52,000 - 55,000; Full time

Benefits offered by this job

Work from home

Home office stipend

Generous PTO/UTO

Flexible schedule

Casual dress

Collaborative culture

Job summary

FMX is seeking a Customer Data Specialist to join its Customer Success team in a fast-paced, collaborative environment. You will manage end-to-end data migrations from various sources, transforming data to FMX’s schema using Excel, Power Query, AI, and related tools, while supporting customers during implementation.

You will attend customer meetings, help define data requirements, and lead technical trainings on FMX’s product.

Qualifications

• Bachelor’s degree from an accredited university.
• Advanced Microsoft Excel skills.
• Strong communication, attention to detail, time management and organizational traits.
• Interest in learning data transformation technologies with AI fluency.
• Creative use of automation tools for repetitive tasks.
• Ability to manage many projects and meet deadlines.
• Comfortable hosting customer-facing meetings.
• Self-motivated in a fast-paced, collaborative environment.

Responsibilities

• Act as a data migration subject matter expert on the Customer Success team.
• Complete end-to-end data migrations from multiple sources using Excel, Power Query, AI and other tools.
• Be the go-to source for customer data questions during implementation.
• Understand and prioritize customer data needs.
• Attend customer-facing meetings to ensure data requirements are met.
• Lead trainings on FMX’s core product for customers.
• Adhere to project priorities and deadlines.
• Maintain high client satisfaction through professional service.
• Collaborate cross-functionally with Success Support, Implementation and Retention teams.
• Seek continuous improvement using emerging technologies like AI tooling.

Skills

Advanced Excel

Data migration

AI fluency

Communication

Time management

Attention to detail

Project management

Problem solving

Education

Bachelor’s degree

Tools

Excel

Power Query

AI tools

FMX platform

Google Suite

Notion AI

Zendesk

Slack

Claude

Job description

Job Description:

Are you a highly motivated individual with an analytical mindset? Are you well-versed in common data transformation techniques? Do you enjoy working with data as well as working with customers? Are you looking for a job where you can use new technologies to tighten and improve processes? Are you looking to make a splash as part of a small but growing team? If you answered “Yes” to all of those questions, then we’re looking for you!

The ideal candidate for this role will be extremely detail-oriented and demonstrate a strong passion for business intelligence and data transformation technologies to support the customers of a rapidly growing SaaS business.

The Customer Data Specialist is a part of the Customer Success team, otherwise known as FMX’s secret weapon. We stand out in the industry due to our world-class customer support, which has earned us a 98% customer satisfaction rating! Customer Data Specialists are meticulous in their work and exhibit high attention to detail. The primary objective of this role is to successfully manage end-to-end customer data migration projects from multiple sources during implementation. Customer Data Specialists are expected to take initiative, meet project deadlines, and provide timely responses to customer inquiries. You'll be working in a fast-paced, high-energy, and collaborative environment, where you'll be expected to show up every day and positively impact the company's strategy and culture. You can expect to dedicate 70% of your time to data migrations, 20% customer meetings, and 10% administering product trainings.

As a Customer Data Specialist, you will:

• Act as a data migration subject matter expert on the Customer Success team
• Complete end-to-end data migrations for FMX customers. This process includes extracting source data from external softwares and transforming it to fit FMX’s target data schema using tools such as Excel, Power Query, AI and others prior to completing the upload process in the FMX application
• Be the go-to source for a customer’s data questions and needs during their implementation
• Understand customer data needs and prioritize them accordingly
• Attend customer-facing meetings with the Customer Success Implementation and Retention teams to ensure customers’ data requirements are being met
• Become an expert in FMX’s core product, and lead technical module-based trainings for customers
• Adhere to project priority procedures and completion deadlines
• Establish, maintain, and continuously increase client satisfaction through professional and courteous service
• Work cross-functionally across Customer Success Support, Implementation, and Retention teams to maintain consistent communication
• Seek continuous improvement in process and utilize emerging technologies, like AI tooling, to serve our customers more effectively

Experience & Qualities:

• A Bachelor’s degree from an accredited university
• Advanced Microsoft Excel skills
• Exceptional communication, attention to detail, time management, and organizational traits
• An openness to learning new skills in data transformation technologies, including a high level of AI fluency
• Creativity in using intelligent automation tools to complete repetitive tasks
• Ability to manage a high volume of projects and meet deadlines
• Comfortable hosting customer-facing meetings
• Self-motivation and ability to thrive in a fast-paced, competitive environment
• Embodiment of our core pillars: We value our work ethic, we are disciplined in our processes and responsibilities, we are coachable and seek out constructive criticism, we value results and are performance-driven, and we treat each other and everyone we meet with respect and integrity.

Tech Stack

• FMX (We love our own product!)
• Microsoft Excel
• Slack
• Zendesk
• Google Suite (Sheets, Slides, etc.)
• Claude
• Notion AI

The hiring process for this role:

• Phone screen with PeopleOps: A 30-minute conversation to review your background and experiences, discuss the culture at FMX, and ensure that you understand the general expectations for the role. Also, a great time for you to ask questions about compensation, benefits, etc.
• Hiring manager conversation: A 60-minute conversation with the Manager of Support Services and the Director of Customer Success. Be prepared to discuss your background as well as what you’re looking for in your next role and what direction you see your career path taking. This is a great time for you to ask questions about the expectations for this role, team culture, etc. Note: Following the Hiring Manager Conversation, there may be a data assessment project given, which will be reviewed in the first fifteen minutes of the Final Panel Interview.
• Final Panel interview: A 45-minute, two part conversation. You can expect the first fifteen minutes to be dedicated to reviewing the data assessment project. The second portion of this interview will be a conversation with a few members of the Support Services team. This is a great time for you to ask questions about the team, life at FMX and get to know your potential teammates!

FMX Benefits and Life at FMX:

• You’ll make a big impact: You’ll have significant influence over the direction of our product and the future of our company.
• Competitive benefits: 100% company-paid health, dental, vision insurance, long and short term disability, and life insurance.
• Work from home: At FMX, we are remote first, but you’re welcome to use our office as you need. We host one all-company event a year to ensure that you can put a face to a name and establish high-trust relationships with your teammates and coworkers. When you’re in the office, you can take advantage of our free snacks, beverages, and office kegerator.
• Home office stipend: We’ll give you everything necessary to do your job (company-sponsored laptop, headset, etc.). We will also provide up to $500 to help with equipment, furniture, and accessories. You will also get $60/month toward your home internet connection.
• Generous PTO and UTO (unplanned time off) policies: If you’re sick, why should that cut into your vacation time?
• Flexible Schedule:We offer a flexible schedule to help you manage personal appointments, such as doctor or dentist visits, as long as you're meeting performance expectations and project timelines.
• You can wear jeans and tees: Feel free to keep it casual, we do.
• You’ll enjoy a collaborative culture and a close-knit team: We're a team of hard-working, high-fiving, friendly folks. We take collaboration, transparency, continuous improvement, and work/life balance seriously.

Compensation:

• The base salary range for this position is expected to be $52,250. There is also bonus potential, bringing on target earnings to $55,000.
• 401(k) and medical / dental / vision / short and long term disability / life insurance

Other Considerations:

The candidate for this position can be located anywhere in the US.

Company:

• FMX is founded and headquartered in Columbus, Ohio and develops a cloud-based , software-as-a-service facility maintenance and management product. FMX serves education, property management, manufacturing, and other markets and is one of the fastest-growing companies in its space. Check us out at: https://www.gofmx.com/
• Note: All other company requirements are documented in the FMX Teammate Handbook. FMX is an equal opportunity employer and a drug-free workplace.