ERP Data Analyst, Auditor

Jobtailor; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking an operations-focused professional to support ERP client implementations and ongoing client service in Plano, TX. You will map and build ERP products, audit results, and maintain client information with accuracy.

You will resolve escalations, collaborate with developers, and identify automation opportunities while meeting deadlines and supporting EDI data transfers.

Qualifications

• Bachelor’s degree or related experience in business, preferably in case or product implementation.
• 2+ years demonstrated experience with complex projects in the benefits industry (preferably health & benefits), or other related experience.
• Strong knowledge of Microsoft Office.
• Intermediate Excel and Access required.
• Health and benefits knowledge is essential.
• Strong analytical skill-set and ability to use data to define and resolve issues.
• Basic PC skills including file organization and email usage; database knowledge preferred.

Responsibilities

• Perform mapping and product build/creation requested for ERP clients.
• Perform basic audits, document results and deliver back to the Operations Team.
• Navigate through Sys Admin in Cases, Groups, and Cases providing accurate client related information and updates
• Copy and update reports as needed for clients and the Operations Team
• Assist with setup of new Divisions, Regions and/or Locations, Copy Eligibility, and Update Employer Admins
• Analyze client escalations; research and trouble shoot from initial contact, sourcing internal partners as needed and maintaining ownership through resolution
• Work with Developers to test and solve any client issues that arise
• Continuously look for process improvements for clients and the organization such as automation and functionality enhancements
• Meet expected timelines and assigned due dates for tasks and updates
• Assist EDI Analyst with any tasks that may arise with data transfers, products, reports and case builds
• Build strong relationships with BH employees (Operations Team and Developers)
• Perform other duties and responsibilities as assigned

Education

Bachelor’s degree or related experience in business, preferably in case or product implementation

Tools

Microsoft Office

Excel

Access

Database knowledge

Job description

• Perform mapping and product build/creation requested for ERP clients.
• Perform basic audits, document results and deliver back to the Operations Team. (This includes Copy Case, Employer, and Plan Definition)
• Navigate through Sys Admin in Cases, Groups, and Cases providing accurate client related information and updates
• Copy and update reports as needed for clients and the Operations Team
• Assist with setup of new Divisions, Regions and/or Locations, Copy Eligibility, and Update Employer Admins
• Analyze client escalations; research and trouble shoot from initial contact, sourcing internal partners as needed and maintaining ownership through resolution
• Work with Developers to test and solve any client issues that arise
• Continuously look for process improvements for clients and the organization such as automation and functionality enhancements
• Meet expected timelines and assigned due dates for tasks and updates
• Assist EDI Analyst with any tasks that may arise with data transfers, products, reports and case builds
• Build strong relationships with BH employees (Operations Team and Developers)
• Perform other duties and responsibilities as assigned

Requirements

• Bachelor’s degree or related experience in business, preferably in case or product implementation
• 2+ years demonstrated experience with complex projects in the benefits industry (preferably health & benefits), or other related experience
• Strong knowledge of Microsoft Office
• Must have Intermediate Excel, Access
• Must have health and benefits knowledge
• Strong analytical skill-set and ability to use data to define and resolve issues
• Competent in basic personal computer skills and knowledge, including keyboard skills, electronic folder/file organization and management, and email usage
• Database function knowledge preferred, but not required

Core Competencies

Demonstrates strong analytical skills and knowledge of health and benefits, with the ability to manage complex projects and improve processes through effective collaboration with operations and development teams.