Implementation, Deployment & Reporting Analyst

Kodiak Solutions

. Manage client relationships and expectations across functions .

Posted 11/12/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and proficiency in Microsoft Excel for data management and reporting. Capable of managing client relationships while ensuring compliance with HIPAA and handling Patient Health Information (PHI) confidentially.

Highest-signal resume keywords

Data AnalysisMicrosoft Excel ProficiencyClient Relationship ManagementHIPAA ComplianceOperational Tracking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementReportingSpreadsheet ProficiencyOperational TrackingBusiness Requirements Development

Soft Skills

Attention to DetailTime ManagementCommunicationProblem-SolvingCustomer Support

Tools & Technologies

Microsoft Office SuiteCitrix ShareFileKodiak Solutions SystemB-Verified

Certifications & Qualifications

HIPAA Compliance Certification

Industry Keywords

Patient Health InformationClient SolutionsComplianceBusiness ProcessesProduct Utilization

Tech Stack

Tools & technologies

Citrix

About the role

Key responsibilities & impact

Manage client relationships and expectations across functions
Develop client solutions and propose solutions to clients and product teams
Analyze client needs, business processes, product utilization, and industry practices
Collaborate with product teams to identify enhancements and test whether changes meet requirements
Format data for scheduling and secure upload into Kodiak Solutions’ proprietary system
Work with Citrix ShareFile and create client profiles in B-Verified
Prepare, review, and deliver accurate client reports and branded deliverables
Maintain workflow documentation, reference materials, tracking logs, and internal controls
Provide first-line customer support for application questions
Guide clients through data requirements, Citrix setup, and Medicare DDE logins
Investigate client concerns and coordinate internal responses
Document client requirements, intended uses, processes, policies, and procedures
Develop business requirements for product enhancements
Collaborate with staff and clients to achieve project objectives
Verify products and services are correctly set up before transitioning clients to service
Communicate task status and results to the Senior Manager, Onboarding & Reporting and other team members
Respond promptly to emails and phone calls and provide stakeholders with requested information

Requirements

What you’ll need

At least 1 year of experience working with data, reporting, spreadsheets, or operational tracking
Ability to sort, filter, reconcile, and identify discrepancies in data using Microsoft Excel
At least 1 year of experience in an analytical, operations, reporting, or support role
Accuracy, attention to detail, meeting deadlines, and managing multiple priorities
Proficiency in Microsoft Office suite, Outlook, Word, and Excel
Experience, education, or training in the assigned department or program area is highly desirable
Bachelor’s degree is preferred
Ability to handle Patient Health Information (PHI) and provider information confidentially
Ability to complete HIPAA and other compliance-related tests and reading

Benefits

Comp & perks

Actively pursue professional development and career advancement
HIPAA and other compliance-related tests and reading
Remote work arrangement