Client Analyst at Kin + Carta

| Chicago
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Kin + Carta is looking for a Client Analyst to enhance the relationship between Kin + Carta and our existing clients, acting as the primary owner of consistent client interaction activities. Our culture is one that fosters innovation and creative thinking without the bindings that are typically introduced with large organizations.  The person we are looking for in this position is no exception. Reporting directly to the Client Lead and acting as part of the Portfolio team, you will collaborate across various internal and external teams to drive efficient, meaningful, and memorable client interactions through events and complex sales pursuits.

Responsibilities
  • Oversee the financial forecasting of one of our largest client accounts by creating, managing, reporting and modifying data in Google Sheets and Salesforce
  • Draft professional services contracts collaboratively with the primary account owner, managing sales opportunity details from start to finish in Salesforce
  • Add, remove, and manage rosters of consulting delivery team members in FinancialForce, our professional services administration platform
  • Curate internal meeting content that is industry relevant, culturally informative, and aligned with our principles as a global B-Corp Certified company
  • Recognize the efforts of our team members, both internally and externally, by researching gestures of appreciation and presenting those gifts or rewards
  • Assist with the onboarding and offboarding of new client delivery team members, which typically involves close collaboration with client stakeholders for accounts and access.
  • Work directly with our marketing organization on account-based experience efforts to ensure case study content accuracy, stakeholder alignment, and timing of outreach

Minimum Qualifications

We want all new hires to succeed in their roles at Kin + Carta. That's why we've outlined the job requirements below. To be considered for this role, it's important that you meet all Minimum Qualifications. If you do not meet all of the Preferred Qualifications, we still encourage you to apply.

  • A client service mindset is key to this role, gained through strong client interaction experience
  • Clear and concise writing, verbal, and presentation skills, with the ability to effectively interact with all stakeholders, internal and external to the organization. This role has a very heavy client interaction component, and you are representing Kin + Carta in every interaction you make
  • Desire to work in a fast-paced, self-directed entrepreneurial environment
  • Disciplined organization, presentation, communication, and time management skills
  • A self-managed work ethic, strong follow up, and attention to detail are required
  • Demonstrated coordination and planning skills with the ability to creatively problem-solve
  • A bachelor’s degree from an accredited university

Preferred Qualifications
  • Prior experience in a customer interaction role is preferred, either in marketing, sales, finance, consulting, or client services
  • Advanced experience with Google Sheets or Microsoft Excel formulas, pivot tables, macros, and data reporting is a preferred skillset
  • Basic understanding of finance, accounting, Salesforce, and ideally FinancialForce PSA
  • An understanding of how business is conducted between large multinational enterprises and digital innovation service providers such as Kin + Carta
  • Basic understanding of the agile software development methodology, digital consulting agency processes, or technology solution providers would be ideal given the unique relationship between these industry services and their respective clients
  • A bachelor's degree in marketing, business, or finance is preferred.
About Kin + Carta

Kin + Carta exists to make the world work better by delivering transformative digital growth for our clients. As a digital transformation firm, we apply creativity, data, and technology to help clients invent, market, and operate new digital products and services that turn prospects into customers, and customers into advocates. Kin + Carta seamlessly integrates the strategic consulting, software engineering, and marketing technology needed to help businesses 'Make It Happen'. 

Consultants at Kin + Carta have the opportunity to: engage with the most cutting-edge emerging technologies, solve difficult problems for some of the world’s biggest companies, and work within a breadth of industries.

Kin + Carta is headquartered in Chicago and London with offices across four continents. Our culture and shared ways of working unite us globally, but it’s our diverse specialisms, our connections, and our courage that makes our firm a recognized best place to work.

We welcome our Kin to show up as their full selves every day. Because this is so important to us, Kin + Carta is proud to be an equal opportunity employer. To read further about our commitment to Inclusion, Diversity, Equity, and Awareness, check out our IDEA page on our website. 

If you need accommodations at any point in the application or interview process, please let us know. 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • SwiftLanguages
    • Objective CLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • DjangoFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • LaravelFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Vue.jsFrameworks
    • Google CloudFrameworks
    • AngularFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • TableauAnalytics
    • CanvaDesign
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • MiroDesign
    • PhotoshopDesign
    • SketchDesign
    • AsanaManagement
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • TrelloManagement
    • RallyManagement
    • DocuSignCRM
    • HubSpotCRM
    • LinkedIn SalesNavigatorCRM
    • SalesforceCRM
    • ZoomInfoLead Gen

Location

For those who love an office, our space in Chicago is in a great tech-focused building right by Ogilvie and Union Station in the West Loop.

An Insider's view of Kin + Carta

What are some social events your company does?

Kin + Carta celebrates holidays with our office in Argentina - our US offices have introduced Argentina to Halloween, and the Buenos Aires office introduced the US to “Friends Day” in July. We also have a book club, a board game club, football and a Bachelor fantasy draft, co-rec sports, wine tastings and happy hours to celebrate new hires.

Andrea

Client Lead

What does your typical day look like?

My days are pretty dynamic — I could be preparing to lead a workshop, working on a product roadmap, sitting with research on customer interviews, mentoring team members, etc. A few things are constant every day, though: I get to solve interesting problems, I get to be creative, and I get to work with amazing people.

Michelle

Global Chief of Staff

What makes someone successful on your team?

To me, what makes individuals on my team successful is a recognition that there is always something new to learn and always more room for growth. An open, honest desire to not only learn from your teammates' expertise, but also to share your own, is a huge part of what makes a teammate at Kin + Carta successful.

Reid

Technical Principal

What unique initiatives do you have that encourage innovation?

As a digital innovation firm, creativity is in our DNA. We hold an annual client summit to harness the creativity of our Kin. Employees self-organize around our R&D function, solving problems with emerging technologies to show off to our clients. Many of these ideas have gone on to help our clients better understand their end-user.

Kelly

CEO

What are Kin + Carta Perks + Benefits

Culture
Volunteer in local community
Annually we celebrate "Pay It FWD" — a day of volunteering where employees combine forces & give back!
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Our Diversity, Philanthropy, Wellness, and Social Committees can be joined by any member of our Kin who is interested in collaborating on events and making an impact upon our culture!
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
We offer quarterly "Overcoming Unconscious Bias" training, which creates a common language about bias and arms Kin with tactics to mitigate it across the firm.
Diversity manifesto
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Anyone at Kin + Carta can create an affinity group — a safe space for the group and its allies to celebrate and reflect on shared experiences, as well as advocate for positive change across the fir
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Kin + Carta's FSA offers that employees contribute to: Flexible Spending Account, Limited Purpose Spending Account, Dependent Care FSA, Transportation, & Parking.
Disability Insurance
We offer employer-paid STD & LTD. STD has a benefit amount of 60% of your weekly earnings up to $1,500 per week. LTD has a benefit amount of 60% of your monthly earnings up to $10,000 per month.
Dental Benefits
Kin + Carta offers national PPO & HMO coverage though Delta Dental. Both plans pay provides 100% preventative care (includes oral exams, cleanings, x-rays, and fluoride treatment).
Vision Benefits
We offer national vision coverage through VSP which provides 100% coverage for annual eye exams after a $10 copay, lenses covered after a $25 copay and frames and contact lenses are covered up to $130
Health Insurance Benefits
Kin + Carta offers a national PPO and two HDHP plans through BCBS. The HDHPs have an HSA with an employer contribution up to $1,000 per year.
Life Insurance
We offer company-paid AD&D and life insurance up to $50,000. Employees have the option to elect additional Life, Critical Illness, or Accident Insurance for themself, spouse or child.
Pet Insurance
Kin + Carta offers “My Pet Protection” insurance from Nationwide which helps you provide your pets with the best care possible by reimbursing you for vet bills.
Wellness Programs
From mindfulness walk weeks to Lunch & Learns, our Wellness Committee enables a workplace that encourages environmental and social support of a healthy lifestyle.
Onsite Gym
Team workouts
Mental Health Benefits
Kin + Carta offers company-paid Employee Assistance Program (EAP).
Retirement & Stock Options Benefits
401(K)
Kin + Carta offers traditional and Roth 401(k) through Mercer Wise Retirement.
401(K) Matching
Kin + Carta offers a 4% matching contribution that is immediately vested.
Performance Bonus
Kin + Carta offers a competitive incentive program that pays out annually.
Child Care & Parental Leave Benefits
Generous Parental Leave
Kin + Carta offers a 12-week company-paid maternity and paternity leave.
Flexible Work Schedule
Remote Work Program
Most of the positions available at Kin + Carta give our employees the opportunity to choose between working primarily from an office, completely virtually, or a hybrid split between the two.
Family Medical Leave
Kin + Carta offers unpaid Family and Medical Leave Act (FMLA).
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Our "Time Away from Work" policy gives employees unlimited PTO, empowering our Kin to take the time off they need.
Paid Volunteer Time
Employees can volunteer in their communities, using our unlimited PTO.
Paid Holidays
Paid Sick Days
Employees can take sick days, using our unlimited PTO.
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Some of our favorites include our New Hire Happy Hours, our company-wide holiday party, our annual volunteer event (Pay It FWD), and team outings!
Game Room
Kin + Carta's game room is decked out with snacks, a ping pong table, Wii games, a shuffleboard, and board games for all employees to use when they need a break.
Stocked Kitchen
Our Office Experience team helps to ensure that we always have fruit, coffee (brewed & a fancy espresso machine!), tea, snacks available, and all of the flavored LaCroix that we can handle.
Some Meals Provided
We celebrate our employee's birthdays with a monthly breakfast or lunch that the whole company is able to attend.
Happy Hours
Company-wide happy hours, as well as team happy hours are common at Kin + Carta. The themes and locations differ, but they are always a good time!
Home Office Stipend for Remote Employees
Kin + Carta offers an annual reimbursement up to $300 for employees who are working virtually or hybrid.
Professional Development Benefits
Job Training & Conferences
We offer a wide range of internal training programs, as well as a training budget to pursue professional development.
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
All Kin are assigned a People Leader who provides 1-to-1 support, career mentoring, and leadership advocacy.
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

We have a variety of fun perks, but our favorites focus on our employee's development. We know that investing in employee growth is crucial to our success as a forward-thinking firm. All full-time employees have an annual training budget and unlimited PTO, which can be allocated to training. Employees will use this to take classes, buy materials, and go to conferences.

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