Jr. Customer Engagement Analyst

Ancora Education; Arlington (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

An education organization based in Arlington, Texas is looking for a Junior Operations Analyst to support the Financial Aid department. The ideal candidate will have experience in data management, business analysis, and possess strong communication skills. Responsibilities include developing and maintaining reports and dashboards, analyzing call campaign data, and ensuring the integrity of Financial Aid reports. This role requires a Bachelor's degree and 1-3 years of relevant experience, with proficiency in Excel or Google Sheets being essential.

Qualifications

• 1–3 years of experience in data management or business analysis.
• Foundational knowledge of Financial Aid processes.
• Ability to analyze user requirements and implement BI solutions.

Responsibilities

• Develop reports and dashboards for Financial Aid information needs.
• Maintain and automate methodologies for Financial Aid reporting.
• Analyze data to recommend improvements for call campaigns.
• Ensure data integrity in Financial Aid reports.

Skills

Data management

Business analysis

Excel or Google Sheets

Stakeholder communication

Organizational skills

Education

Bachelor's Degree

Tools

SQL

Google DataStudio

Tableau

Power BI

Job description

Job Summary: The Junior Operations Analyst supports operational and strategic decisions by collecting, analyzing, and communicating information to key decision-makers. The role primarily focuses on the Financial Aid department, collaborating with the Business Intelligence team and the Contact Center to expand data management and distribution. The analyst will map out new reports, maintain dashboards, and identify data‑driven call campaigns to improve departmental efficiency.

Key Responsibilities

• Financial Aid Reporting & Mapping: Work with stakeholders to identify Financial Aid information needs and develop corresponding reports and/or dashboards.
• Dashboard Maintenance: Design, implement, and maintain automated methodologies for efficient Financial Aid analysis and reporting.
• Call Campaign Analysis: Analyze data to recommend and implement call campaigns that create efficiencies and streamline processes within the Contact Center.
• Data Integrity: Review Financial Aid reports for accuracy and identify necessary changes resulting from system updates or organizational changes.
• Stakeholder Support: Serve as a resource to report users in answering questions and resolving issues related to workflow and data.
• Ad Hoc Support: Design and maintain special ad‑hoc request reports to support the Financial Aid and Operations departments.
• Requirement Analysis: Strong ability to analyze user requirements and create backend BI solutions.
• Interpersonal Skills: Exceptional relationship‑building skills to work effectively with Financial Aid and Contact Center stakeholders.
• Data Validation: Knowledge of and ability to understand and resolve data inconsistencies or variances.
• Communication: Ability to communicate complex information in a meaningful way to department managers.
• Organization: Ability to work on multiple projects simultaneously and prioritize tasks to quickly resolve issues.

Experience and Education Required

• Education: Bachelor's Degree or equivalent work experience.
• Experience: 1–3 years of experience in data management, business analysis, or a similar field.
• Financial Aid Knowledge: Foundational knowledge of Financial Aid processes and terminology.
• Technical Skills: Proficient in Excel or Google Sheets for data organization, formula creation, and reporting.

Experience and Education Preferred

• Technical Proficiency: Basic proficiency in SQL and database languages.
• Data Visualization: Experience with data visualization tools such as Google DataStudio, Tableau, or Power BI.
• Data Management: Experience working with and managing large data sets and ETL processes.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Prolonged periods sitting at a desk and working on a computer.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is usually not exposed to weather conditions. The noise level in the work environment is usually moderate.

Note

This is not necessarily an exhaustive list of all responsibilities, skills, duties, or requirements associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.