• Client Data Specialist

    Job Locations US-MO-Springfield
    Posted Date 2 months ago(7/26/2019 4:43 PM)
    Job ID
    Firm Administration
  • Responsibilities

    The Client Data Specialist will be responsible for collecting and maintaining client demographic, behavioral and survey data. This role includes developing and applying processes to ensure data integrity, collection, analysis, reporting, sharing and strategic use of information throughout BKD. Primary focuses will be on addressing current and future data needs and research through direct interactions with clients to ensure we are meeting their needs. This role will be critical in assisting in driving firm growth by leveraging data for decisions and helping honor our mission statement.


    The essential duties and responsibilities include, but are not limited to, the following. Other duties may be assigned as necessary.

    • Implement vision for BKD data and how it impacts client service and relationships
    • Understand various data points, data entry and processes
    • Investigate data elements for our firm billing and CRM systems
    • Research and contact clients to confirm their data, uncover cross-serving opportunities and ensure we are providing Unmatched Client Service
      • Assist with BKD Client Experience Survey (CES)
    • Apply processes to address current and future client data quality
    • Develop data dashboards to provide firm leadership with client data insights
    • Communicate effectively with executives in a professional and polite manner
      • Ensure favorable first impression


    • Minimum 4-year College Degree required
    • Minimum 3-5 years experience working in both a professional environment as well as with sophisticated data requests
    • Proficiency with Excel expected and Salesforce a plus

    • Strong understanding of database practices, data structure, data migration, manipulation & cleaning

    • Understanding of integration scenarios & design

    • Documentation & training skills

    • Ability to communicate with system owners and act as support for end users

    • Ability to use research best practices and tools

    • Familiarity with Marketo, Tableau and professional services time and billing systems are a plus


    Experience the BKD difference for yourself. For more information about our firm locations, visit bkd.com. BKD, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.


    BKD does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. BKD will not pay a fee to a recruiter or agency that does not have a signed BKD vendor agreement. Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered property of BKD. BKD will not be held liable to pay a placement fee.


    BKD is a place where people build careers, gain new skills and enjoy big firm resources with a small firm approach to teamwork and camaraderie. We focus on providing unmatched client service to everyone we encounter—both in the marketplace and in our offices.  We also offer the support, resources and opportunities you need to further develop your career. We listen to learn, combine innovation with practicality and give back to the communities where we live and work.

    See what we offer new hires in terms of competitive compensation, People First benefits and paid time off.


    Take your career to the next level at BKD.


    About BKD

    BKD, LLP, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,650 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at bkd.com.



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    Click here for more information regarding BKD’s Affirmative Action and Equal Employment Opportunity Policy, Reasonable Accommodations for Disabilities, and E-Verify.