Customer Profitability Associate - Remote

Overview

Latchel is looking for a detail-oriented and data-driven team member to join our Customer Profitability Team as a Customer Profitability Associate. This role is crucial in ensuring the accurate and timely execution of key programs such as Assisted Ledgering, Optional Benefits, and marketplace benefits (e.g., Piñata, Filters, CoverPest), along with any future product or program rollouts. You’ll play a vital role in maintaining the financial integrity of customer data, contributing to the operational quality and profitability of our services.

In Short

• Own and maintain ledgering reports for assisted services and benefit programs.
• Conduct routine audits and in-depth analysis of customer ledger data.
• Identify discrepancies or issues and escalate them through proper reporting channels to stakeholders such as CSMs and Finance.
• Propose and implement reporting and operational improvements alongside the Customer Profitability Team Lead.
• Support the launch and integration of new customer-facing programs by ensuring backend accuracy and ledger alignment.

Requirements

• Strong attention to detail and high comfort level with spreadsheets and numerical data.
• Demonstrated passion for improving operational processes and service quality.
• Comfortable working in fast-paced, evolving, and sometimes ambiguous environments.

Benefits

• Flexible schedule aligned with US business hours.