Service Portfolio Analyst

November 14

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Clario

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Cardiac Solutions • Medical Imaging • eCOA • Respiratory Solutions • Precision Motion

1001 - 5000

💰 Private Equity Round on 2019-10

Description

• Overseeing and optimizing the Client Education service catalogue and portfolio, ensuring clarity and consistency in offerings. • Identifying and resolving discrepancies in the service portfolio, particularly through in-depth analysis in Excel. • Acting as the key liaison between Sales and Client Education, offering expert guidance during project initiation and portfolio management. • Conducting financial analysis to ensure cost-effective operations and delivering actionable insights to management. • Creating standardized, high-quality reports and KPIs, with a focus on continuous improvement and efficiency. • Managing external consultancies for ERP-related projects, ensuring smooth execution post-budget approval. • Driving proactive process improvements across Client Education, collaborating closely with department leads to streamline operations. • Ensuring compliance with company policies, maintaining confidentiality, and upholding high-quality standards in all client interactions.

Requirements

• 3+ years of experience in client education, clinical research, or relevant fields. • Experience in contract management and process optimization is a plus. • Bachelor’s degree in economics, business, or a related field preferred. • Advanced proficiency in Microsoft Excel for data analysis and portfolio management. • Strong communicator with excellent interpersonal skills, able to bridge gaps between teams and act as a mediator when needed. • Analytical mindset with solid business acumen, able to develop data-driven models and recommendations. • Familiarity with ERP systems and financial management. • Proactive, solution-oriented approach with a proven track record of improving business processes. • Strong ethical standards and the ability to maintain composure in all situations.