The BI Customer Support Specialist focuses on managing client onboarding, training, and access for report systems while ensuring smooth, timely client support and robust internal documentation. You’ll work directly with clients to gather necessary onboarding information, coordinate training sessions for optimal use of the MPS Analyzer product, and proactively monitor their engagement to recommend further training if needed. This includes test account setup to directly observe and refine client experiences and maintaining close, transparent communication with Sales and Placrd teams for a seamless onboarding process.In addition to client-facing duties, you’ll oversee comprehensive tracking and cataloging of all company reports. This involves maintaining up-to-date documentation of report details, usage frequency, and recipient lists, coordinating with Sales and other teams twice annually to ensure data accuracy. The role also requires maintaining a Report Catalog with relevant information from reporting platforms like SSRS, Power BI, and MSP Analyzer to optimize report distribution and improve request handling efficiency.Key responsibilities include troubleshooting and maintaining Datawarehouse matches, assisting Sales with historical report requests for strategic meetings, identifying and addressing gaps in processes, and ensuring the accuracy of all reporting, onboarding, and monitoring procedures. You will also support data analysis, report generation, and quality assurance to inform internal and client-facing insights. Collaboration with Sales, IT, and cross-functional departments will be essential for this role, as will handling correspondence and tasks professionally, adhering to company processes, and completing tasks within deadlines.This role requires strong communication skills, attention to detail, a collaborative approach, and a proactive mindset to enhance client experiences and optimize reporting functions.Essential Job Functions: Client Onboarding Manage client onboarding for report access, ensuring timely and effective communication with client contacts to gather necessary information.Provide support to clients throughout onboarding, offering assistance and clarification as needed.Monitor client usage and recommend additional training if beneficial.Create test accounts for each client to gain direct insight into their user experience.Coordinate with the Placrd team for seamless client onboarding and troubleshoot any issues with relevant parties to maintain a positive user experience.Report Tracking and Documentation  Maintain and monitor the Master Tracker for all reports, gathering and documenting contacts, distribution frequency, and any report adjustments, changes, or terminations.Conduct semi-annual reviews with Sales and other teams to verify report accuracy and completeness, ensuring all teams have current information on their assigned reports.Support Sales by promptly providing historical reports for Stewardship meetings, coordinating with other teams as required to ensure Sales has the necessary materials for key client interactions.Report Catalog Management  Oversee the Report Catalog to document and organize all reports, enabling efficient report requests and improving delivery relevance for stakeholders.Gather report lists from tools like SSRS, Power BI, and MSP Analyzer, create report descriptions, and collaborate with stakeholders to confirm the report’s purpose and data points.Maintain subscription lists, remove inactive contacts, identify gaps in report access, and monitor for new reports added to servers or products. Additional Duties  Monitor and maintain Datawarehouse matches daily in Master Data Management tool.Assist with user acceptance testing (UAT).Adhere to company processes and procedures, completing tasks within deadlines and demonstrating strong communication skills across all organizational levels.Perform other tasks as required. 
