Customer Operations Analyst; Temporary

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech;
Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S. As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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This entry-level contractor position supports Alkami’s Customer Experience & Operations team by improving the quality, consistency, structure, and usability of customer, account, and contact data across core platforms, including MyAlkami, Salesforce, and Service Now.

• Documenting data flows between systems, identifying missing, duplicate, inconsistent, or mismatched records, and supporting the development of standards and processes for Salesforce data management.
• The analyst will also help design customer and employee-facing forms and intake experiences that capture complete and accurate information at the point of entry.
• Audit and document how customer, account, and contact records are created, updated, and synchronized between MyAlkami, Ping Identity, Salesforce, and Service Now.
• Identify missing, mismatched, duplicate, or outdated data.
• Review Salesforce data to assess completeness, consistency, usability, and alignment with business needs.
• Help identify opportunities to improve field usage, record structure, validation rules, and data standards.
• Work with stakeholders to define the information required for complete and actionable Salesforce contact and account records, and trace key fields to their source systems.
• Design or refine customer-facing and employee-facing forms, intake screens, and data‑entry workflows so the right information is captured at the right point in the process.
• Document current‑state data flows, integrations, and handoffs through process maps, field dictionaries, data dictionaries, and written specifications.
• Recommend future‑state improvements that reduce manual cleanup and improve data quality.
• Collaborate with Customer Experience, Implementation, Support, and other stakeholders to understand how Salesforce and related records are used in day‑to‑day operations, and identify data gaps that create friction or limit follow‑up.
• Assist with building, testing, and maintaining reports or dashboards that measure data completeness, identify records requiring enrichment, and monitor data‑quality trends.
• Participate in user acceptance testing for changes affecting Salesforce, contact and account intake, integrations, or synchronization behavior.
• Record findings, validate results, and help coordinate issue resolution.
• Support data cleanup and enrichment activities by researching discrepancies, documenting recommended corrections, and following established data‑governance practices.
• Maintain clear, lightweight documentation that keeps stakeholders…