Client Reporting Specialist (C2C Position)

Role – Client Reporting Specialist/BSA with 8+ Years of experience

Contract Term - 6 months 

Notice Period – Immediate Joiner Only 

Good communication skills  . Experience in Request Intake, Triage & Prioritization, and SLA-driven delivery management.

Required

• Experience managing and triaging work through a ticketing system (e.g., Salesforce,

Monday.com, Jira, ServiceNow, Azure DevOps).

• Exceptional critical thinking skills — the ability to ask incisive questions, identify unstated

assumptions, and distinguish stated asks from underlying needs.

• Strong written and verbal communication skills; able to keep business partners informed

with clarity and set expectations with transparency.

• Strong organizational skills and the ability to manage a high volume of concurrent requests,

prioritize under shifting demands, and stay composed when urgent fire drills arise.

• A proactive, service-oriented mindset and the willingness to learn our internal business

context, systems, and stakeholders quickly.

Preferred

• Experience in a Business Intelligence, data analytics, or enterprise/client reporting

environment.

• Familiarity with Agile/Scrum delivery and daily standup routines.

• Exposure to data visualization or reporting tools (e.g., Qlik, Power BI, Tableau, Looker).

• Prior experience in a contract or staff-augmentation capacity supporting an established

internal team.

Job Title: Power BI Developer

Experience: 4+ Years

Location: Pune, Thane (Maharashtra), Indore (Madhya Pradesh)

Employment Type: Full Time with NAM Info Pvt Ltd (Payroll)

Job Description:

• Develop and maintain database and ETL solutions using Microsoft Fabric.
• Create interactive dashboards and reports using Power BI (preferred).
• Work with Qlik Sense or other data visualization tools.
• Write and optimize SQL queries for data analysis and reporting.
• Collaborate with business teams to understand reporting requirements and deliver data solutions.

Required Skills:

• Microsoft Fabric
• Power BI
• Qlik Sense or any Data Visualization Tool
• SQL
• MySQL

We’re looking for a dynamic and driven Data Analyst to join our team of technology enthusiasts. This role is crucial in transforming data into insights that support strategic decision-making and innovation within the insurance technology (InsurTech) space. If you’re passionate about working with data, understanding systems, and delivering value through analytics, we’d love to hear from you.

What We’re Looking For

• Proven experience working as a Data Analyst or in a similar analytical role
• 5+ Years of experience in the field
• Strong command of SQL for querying and manipulating relational databases
• Experience with Power BI for building impactful dashboards and reports
• Familiarity with QlikView and Qlik Sense is a plus
• Ability to communicate findings clearly to technical and non-technical stakeholders
• Knowledge of Python or R for data manipulation is nice to have
• Bachelor’s degree in Computer Science, Statistics, Mathematics, Economics, or a related field
• Understanding of the insurance industry or InsurTech is a strong advantage

What You’ll Be Doing:

• Delivering timely and insightful reports to support strategic decision-making
• Working extensively with Policy Administration System (PAS) data to uncover patterns and trends
• Ensuring data accuracy and consistency across reports and systems
• Collaborating with clients, underwriters, and brokers to translate business needs into data solutions
• Organizing and structuring datasets, contributing to data engineering workflows and pipelines
• Producing analytics to support business development and market strategy

Job Summary

We are seeking a skilled and detail-oriented Power BI Developer to design, develop, and maintain enterprise-level BI solutions. The ideal candidate should have strong expertise in Power BI, DAX, SQL, Data Modeling, and performance optimization tools such as DAX Studio, Tabular Editor, and ALM Toolkit. The candidate will collaborate with business stakeholders to transform data into actionable insights and deliver high-quality dashboards and reports.

Key Responsibilities

• Design, develop, and maintain interactive Power BI dashboards and reports.
• Create complex DAX measures, calculated columns, and calculated tables to meet business requirements.
• Develop and optimize SQL queries, stored procedures, views, and ETL processes.
• Design and implement scalable Star Schema and Snowflake Data Models.
• Perform report and model performance tuning using DAX Studio.
• Utilize Tabular Editor for model management, calculation groups, best practice analysis, and metadata enhancements.
• Manage model deployment, comparison, and version control using ALM Toolkit.
• Configure and manage Power BI Workspaces, Apps, Gateways, and Security (RLS/OLS).
• Work extensively with Power BI Service/Web Experience, including dataset refresh schedules, deployment pipelines, subscriptions, and workspace administration.
• Collaborate with business users to gather and analyze reporting requirements.
• Ensure data accuracy, governance, security, and report performance.
• Troubleshoot data-related issues and implement effective solutions.
• Create technical documentation and provide knowledge transfer to support teams.

Required Skills

Technical Skills

• Strong experience in Microsoft Power BI Development.
• Expertise in DAX (Data Analysis Expressions).
• Advanced knowledge of SQL Server/T-SQL and query optimization.
• Strong understanding of Data Modeling concepts (Star Schema, Snowflake Schema, Fact & Dimension Tables).
• Hands-on experience with Tabular Editor.
• Experience using DAX Studio for model and query performance tuning.
• Experience with ALM Toolkit for model comparison and deployment.
• Strong understanding of Power BI Service/Web Experience.
• Knowledge of Power Query (M Language).
• Experience with Row-Level Security (RLS) and data governance.
• Understanding of data warehousing and ETL concepts.

The Power BI Intern will assist the analytics team in using Microsoft Power BI to create interactive dashboards and reports. Working with actual datasets to assist well-informed business decision-making, this position provides practical exposure to data analysis, visualization, and business intelligence techniques.

About the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

RCM Analytics Specialist – US Healthcare

Job Title: RCM Analytics Specialist

Department: Revenue Cycle Management (RCM)

Industry: US Healthcare / Medical Billing

Experience: 2–5 Years

Employment Type: Full-Time

Location: Mohali

Shift: US Shift / Night Shift

Work Mode: Work from Office

Job Summary

We are looking for an experienced RCM Analytics Specialist to analyze US Healthcare RCM data, prepare performance reports, identify trends and revenue gaps, and provide actionable insights to improve collections, reduce denials, and enhance operational performance.

Key Responsibilities

• Analyze US Healthcare RCM data to identify trends, gaps, operational issues, and areas for improvement.
• Prepare and maintain daily, weekly, and monthly RCM performance reports and dashboards.
• Analyze denial trends and identify root causes, including eligibility, authorization, coding, documentation, and payer-related issues.
• Track payer-wise and client-wise performance and identify potential revenue leakage.
• Analyze AR aging buckets and identify high-value or aging accounts requiring immediate attention.
• Develop reports to help management monitor team productivity, collections, quality, and financial performance.
• Prepare MIS reports, dashboards, ad-hoc analysis, and business insights for management.
• Present analytical findings and recommendations to management and operational stakeholders.

Required Skills & Qualifications

• 3–5 years of experience in US Healthcare RCM, Medical Billing Analytics, MIS, Business Analytics, or Healthcare Operations.
• Strong analytical and problem-solving skills.
• Good understanding of RCM metrics, reports, and operational KPIs.
• Ability to analyze large datasets and identify trends, discrepancies, and opportunities for improvement.

Preferred Skills

• Experience with Power BI or other BI/dashboarding tools.
• Knowledge of SQL and database querying.
• Advanced Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS/COUNTIFS, charts, and dashboards.
• Experience in developing automated MIS/RCM dashboards.

What We Offer

• Competitive Salary: ₹40,000 – ₹70,000 per month
• Attractive Incentives for experienced candidates
• Growth and career development opportunities
• Professional and collaborative work environment

We're hiring a Data Analyst to turn raw data into clear, actionable insight. You'll partner with product, sales, marketing, and operations teams to answer their most important questions with data — building dashboards, running deep-dive analyses, and defining the metrics the business runs on. The ideal candidate is fluent in SQL, comfortable wrangling messy datasets, and just as strong at telling the story behind the numbers as they are at producing them. You'll own the accuracy and trustworthiness of the reporting stakeholders rely on to make decisions.

Key Responsibilities

• Design, build, and maintain dashboards and recurring reports across business functions
• Write and optimize SQL queries to extract, join, and transform data from multiple sources
• Run ad-hoc and deep-dive analyses to answer specific business questions
• Define, document, and standardize metrics and KPIs alongside stakeholders
• Investigate data-quality issues and ensure the numbers people see are accurate
• Translate analysis into clear recommendations and present them to non-technical audiences
• Support experimentation and A/B test analysis where relevant
• Automate repetitive reporting to free up time for higher-value analysis

Requirements

• 3+ years in a data analyst or business-intelligence role
• Strong SQL and hands-on experience with Power BI and/or Tableau
• Working knowledge of Python (pandas/numpy) for analysis
• Solid grounding in statistics and analytical methods
• Advanced Excel and strong data-visualization / storytelling skills
• Ability to work independently with stakeholders across functions

Nice to have

• Experience with cloud data warehouses (BigQuery, Snowflake, Redshift)
• Exposure to dbt or other ETL/transformation tooling

JOB DESCRIPTION – PROCESS COORDINATOR

JOB OVERVIEW:

We are looking for an active, smart, proactive, and client-focused Process Coordinator who can effectively manage core operations, coordinate with internal teams and clients, identify opportunities for process improvement, and contribute to business growth through smart cross-selling and solution-selling approaches.

The ideal candidate should have strong communication and coordination skills, take ownership of tasks, be proactive during meetings, and have the ability to manage multiple responsibilities efficiently.

Key Responsibilities:

• Manage and coordinate day-to-day core operational processes to ensure smooth and timely execution.
• Act as a key point of contact for clients, maintaining professional communication and ensuring their requirements are properly understood and addressed.
• Coordinate with internal teams to ensure tasks, deliverables, and client requirements are assigned and completed within timelines.
• Proactively participate in client and internal meetings, contribute ideas, ask relevant questions, and ensure important action points are captured.
• Prepare and circulate Minutes of Meeting (MOM) with clear discussion points, decisions, responsibilities, and deadlines.
• Assign tasks to respective team members and follow up regularly to ensure timely completion.
• Prepare and maintain daily, weekly, and monthly reports related to operations, tasks, client requirements, and team performance.
• Monitor ongoing processes and identify gaps, bottlenecks, and areas for improvement.
• Contribute proactively to process optimization and improvement initiatives to increase efficiency and productivity.
• Maintain accurate and updated CRM records, including client interactions, follow-ups, requirements, tasks, and status updates.
• Understand client requirements and proactively suggest relevant services, solutions, or value-added offerings wherever applicable.
• Identify opportunities for smart cross-selling and solution selling without compromising client relationships.
• Maintain regular follow-ups with clients and internal teams to ensure smooth project/process execution.
• Escalate issues, delays, or operational challenges to the concerned stakeholders in a timely manner.
• Ensure proper documentation and tracking of processes, tasks, meetings, and client communications.

Requirements& Qualifications:

.

• :Excellent verbal and written communication skills.
• Strong client handling and relationship management skills.
• Highly proactive, energetic, and solution-oriented approach.
• Strong coordination, task management, and follow-up skills.
• Ability to confidently participate and contribute in meetings.
• Good understanding of CRM processes and customer lifecycle management.
• Strong analytical and problem-solving abilities.
• Ability to identify opportunities for cross-selling and solution selling.
• Proficiency in MS Excel/Google Sheets, MS Office/Google Workspace, and CRM tools..
• Strong ownership, accountability, and attention to detail.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office