Sr. Specialist, Client Intelligence - Internal

The Sr. Specialist - Cl team serves as the primary point of contact for assigned client accounts, ensuring accurate
onboarding, timely resolution of client queries, and coordinated delivery across CX, and Operations teams. The role
safeguards data accuracy and confidentiality across all client-facing touchpoints, in line with Supply Wisdoms TPRM
standards for clients.

Key Responsibility Areas
1. Client Onboarding & Subscription Management

• Manage target onboarding updates for new and existing client accounts.
• Validate active subscriptions and proactively inform CS team of status, coverage, and changes.
• Maintain accuracy of the contract sheet and reconcile it against HubSpot entitlements.

2. Client Coordination & Query Resolution

• Act as the coordination point between CS and Operations Team
• Log, track, and respond to client queries within agreed turnaround times.
• Handle ad-hoc client requests, routing to the right internal team where needed.

3. Reporting & Portfolio Oversight

• Generate trend reports and other adhoc reports summarizing risk signals and portfolio movement.
• Conduct periodic client portfolio checks to confirm data currency and completeness.

5. Capability Building

• Undergo refresher trainings on product updates, processes, and compliance requirements.

Key Skills & Competencies

• Must have completed at least one year as a Research Analyst in the Operations team
• Should have a thorough understanding of operations processes, especially alerts, data, and data updates.
• Strong client communication and relationship management skills.
• Self-driven and able to work independently with minimal handholding or supervision.
• Attention to detail and analytical ability to interpret risk trends and prepare client-ready reports.
• Ability to handle ad-hoc tasks and shifting priorities with ease.
• Strong multi-tasking ability across concurrent client accounts and deliverables.
• Sharpanalytical mindset with sound, independent judgment.
• Cross-functional coordination skills across CX, Tech, and intra-Operations team.
• Preferable: Proficiency with HubSpot and contract/entitlement reconciliation.