Senior Client Workflow Specialist

The senior level client workflow specialist leads the design, training and implementation of data management workflows with client environments utilizing the TRIPS application. This role is highly client facing and requires a strong blend of technical acumen, business process understanding and interpersonal communication skills. This role will work closely with clients and internal teams to translate business requirements into scalable, efficient, and compliant data workflows. It will be responsible for new hire training and lead consultative initiatives with our clients.

Job Functions

• Collaborate with clients and internal departments to gather and analyze business requirements related to data management and operational workflows.
• Design and document end-to-end data workflows tailored to client-specific environments, ensuring alignment with business goals and business standards.
• Lead the implementation of workflow solutions, including configuration, testing, and deployment within client systems.
• Deliver hands-on training and support to our client teams and internal resources to ensure successful adoption and long-term sustainability of implemented workflows as well as team expansion.
• Evaluate, optimize and advise on existing workflows for performance, scalability, and user experience.
• Serve as a liaison between client stakeholders, internal engineering teams, and product managers to ensure seamless delivery and feedback integration.
• Maintain detailed documentation of workflow designs, implementation plans, and training materials. Create training plans and lead training initiatives internal at Deluxe.

Basic Qualifications:

• Education and Experience: Bachelor's Degree and 3 years, or HS/GED and 7 years
• Must be 18 years of age or older

Preferred Qualifications:

• 5+ years of experience as Business Analyst, Process Engineer, Software Implementation, Project Management
• Knowledge of data lifecycle management, data governance, and workflow automation tools.
• Strong verbal and written communication skills and experience in client facing roles.
• Proficiency in tools such as SQL, Visio or other Workflow platforms
• Familiarity with cloud platforms and data integration tools
• Certification in Lean Six Sigma or a similar process improvement methodology is preferred.

Compensation
The compensation range for this position is $75, $85,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into