Onsite Senior Analyst, Agent Assist

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About the role

  • Strategic Analyst enhancing the Agent Assist AI platform at LPL Financial. Collaborating with teams to improve service delivery using data analysis and automation tools.

Responsibilities

  • Monitor and analyze key performance indicators (KPIs) for usage, agent interaction percentage, call resolution rate, and feedback
  • Provide insights into chatbot performance and user behavior
  • Support training and change management initiatives for internal stakeholders
  • Identify inefficiencies or gaps in knowledge content impacting performance and adoption of Agent Assist tools
  • Collaborate with developers, content team, and business knowledge owners to refine performance and content accuracy
  • Support system training/improvement and intent tuning in coordination with product and tech teams
  • Partner with stakeholders to prioritize enhancements based on impact and feasibility
  • Conduct usability testing and gather user feedback to continuously improve user experience
  • Conduct gap analyses and identify opportunities for chatbot automation or enhancement

Requirements

  • Bachelor’s degree in Computer Science, Engineering, Business, or related field
  • 5+ years of experience in digital transformation, client experience, or project management
  • 2+ years experience building and presenting decks to senior leadership
  • Experience in CX / agent support / service tools is a strong plus

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

Senior Analyst, Agent Assist

Job type

Experience level

Senior

Salary

$94,500 - $157,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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