Customer Operations Analyst (Temporary)
About this role
Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.
As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.
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This entry-level contractor position supports Alkami’s Customer Experience & Operations team by improving the quality, consistency, structure, and usability of customer, account, and contact data across core platforms, including MyAlkami, Salesforce, and ServiceNow.Responsibilities include documenting data flows between systems, identifying missing, duplicate, inconsistent, or mismatched records, and supporting the development of standards and processes for Salesforce data management. The analyst will also help design customer and employee-facing forms and intake experiences that capture complete and accurate information at the point of entry. These efforts will improve the reliability of Salesforce and downstream support records, enabling teams to work from complete and actionable data.
This opportunity is well suited to a detail-oriented individual who is comfortable working with structured data, has an interest in enterprise SaaS platforms and system integrations, and is eager to develop practical experience in data quality, business process analysis, and systems operations.
Audit and document how customer, account, and contact records are created, updated, and synchronized between MyAlkami, PingIdentity, Salesforce, and ServiceNow. Identify missing, mismatched, duplicate, or outdated data.
Review Salesforce data to assess completeness, consistency, usability, and alignment with business needs. Help identify opportunities to improve field usage, record structure, validation rules, and data standards.
Work with stakeholders to define the information required for complete and actionable Salesforce contact and account records, and trace key fields to their source systems.
Design or refine customer-facing and employee-facing forms, intake screens, and data-entry workflows so the right information is captured at the right point in the process.
Document current-state data flows, integrations, and handoffs through process maps, field dictionaries, data dictionaries, and written specifications. Recommend future-state improvements that reduce manual cleanup and improve data quality.
Collaborate with Customer Experience, Implementation, Support, and other stakeholders to understand how Salesforce and related records are used in day-to-day operations, and identify data gaps that create friction or limit follow-up.
Assist with building, testing, and maintaining reports or dashboards that measure data completeness, identify records requiring enrichment, and monitor data-quality trends.
Participate in user acceptance testing for changes affecting Salesforce, contact and account intake, integrations, or synchronization behavior. Record findings, validate results, and help coordinate issue resolution.
Support data cleanup and enrichment activities by researching discrepancies, documenting recommended corrections, and following established data-governance practices.
Maintain clear, lightweight documentation that keeps stakeholders aligned as platforms, processes, and integrations evolve.
Recommended Experience & Education
Minimum Years of Experience
0–2 years; recent graduates and career changers welcome
Education Level
Bachelor's degree or equivalent practical experience in Business, Information Systems, Communications, or a related field
Knowledge, Skills, & Qualifications
Required
Comfort working with structured data in spreadsheets (Google Sheets or Excel)
Ability to learn new software platforms quickly and navigate multiple tools simultaneously
Strong written communication skills — able to document processes clearly for a non-technical audience
Organized and detail-oriented with the ability to manage multiple small tasks in parallel
Curiosity about how systems connect and willingness to ask clarifying questions to understand the "why" behind data requirements
Ability to work independently in a remote environment with minimal supervision
Preferred
Familiarity with Salesforce (contact/account objects, standard fields, required field configuration)
Exposure to ServiceNow or similar ITSM/CSM platform
Experience designing or evaluating web forms, intake workflows, or data entry screens
Basic understanding of REST APIs or system integrations (no coding required)
Experience in a SaaS, fintech, or B2B technology environment
Familiarity with process documentation tools (Lucidchart, Miro, etc.)
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
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