Customer Experience Analyst - Melio

Carbon Data Solutions; United States; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Carbon Data Solutions is seeking a Data Analyst to transform data into strategic decisions for Customer Experience and Payment Operations. You will build foundational analytics, support senior leaders, and influence budgeting and resourcing across two departments, with a focus on reporting, forecasting, and performance analysis.

You’ll work with a Workforce Analyst in a hybrid pattern, collaborating across New Zealand, the US and the UK to unify data-driven decisions and drive business outcomes.

Qualifications

• Experience turning data into actionable insights for senior stakeholders.
• Ability to build and maintain reporting dashboards across multiple departments.
• Proficiency with Tableau and Zendesk Explore for forecasting and performance analysis.

Responsibilities

• Create monthly reviews and quarterly proficiency analyses.
• Develop dedicated analytics for Payment Operations and Customer Experience.
• Support headcount planning and workforce forecasting across teams.

Skills

Tableau

Zendesk Explore

Forecasting

Reporting

Executive communication

Collaborative teamwork

Tools

Tableau

Zendesk Explore

Job description

The role / impact:

As a Data Analyst supporting our Customer Experience and Payment Operations teams, you’ll turn raw data into decisions that matter, from monthly business reviews to headcount planning. Payment Operations doesn’t currently have dedicated analytics support, so you’ll start by building that foundation before broadening out to cover both departments.

Your analysis feeds straight into conversations with senior leaders: helping shape service level agreements, informing performance reviews, and guiding decisions on where the team invests its time and people. Accuracy counts here, since your numbers influence bonus and resourcing decisions across two departments.

The team & how they connect

You’ll sit within the workforce team, working alongside a Workforce Analyst who focuses on real time scheduling and short term forecasting while you take on deeper reporting and strategic analysis. Together you support Customer Experience and Payment Operations leaders across New Zealand, the US and the UK. It’s a genuinely connected team: even across time zones, everyone leans on each other’s data to make faster, better decisions.

Initially, the role may focus on:

• Tools like Tableau and Zendesk Explore for reporting, forecasting and performance analysis
• Monthly business reviews and quarterly proficiency scoring to support performance and salary reviews
• Building out dedicated reporting support for Payment Operations from the ground up
• Longer term headcount and workforce planning models as the business scales

Where and how you can work

This role is based in New Zealand, working in a hybrid pattern that blends time in the office with time at home. Your first 60 days will run on an earlier start to overlap with our US colleagues while you onboard, moving to standard hours once you’re settled in. Boost days bring the team together in person throughout the year to connect, collaborate and celebrate.

Here are some of the things we’re looking for, for this role:

• You’ll bring sharp analytical skills and comfort working across data from more than one department.
• Confidence with reporting tools such as Tableau and Zendesk Explore.
• Executive presence, since you’ll regularly present findings to senior leaders and the C-suite.
• A solutions focused mindset, able to bring stakeholders along on data driven recommendations, even when they’re new to the detail.
• Precision and care with numbers, given how directly your reporting shapes bonus and resourcing decisions.
• A collaborative approach, comfortable supporting more than one department at once.