WEX is a financial technology service provider for fleet, travel and healthcare industries, seeking passionate individuals for their Data Analyst Intern role. The intern will support the Customer Data Platform team by streamlining processes, developing a knowledgebase, and collaborating with various departments to enhance data management and training initiatives.
Responsibilities
Service Request Tracking & Process Improvement
Assist with manual request tracking, building the basic intake process using internal tools.
Contribute to the creation of a Google Form (or similar) to capture essential information for core request types (e.g., marketing automation).
Provide support for refining and documenting a formal workflow that identifies all request types, ensuring minimal but effective tracking.
Facilitate the transition to JSM (including training, automated notifications, and connecting request data to prioritization workflows).
Engage in Agile ceremonies (e.g., daily standups, backlog refinement) to support scrum team operations.
Learning Program & Knowledgebase Launch
Design and develop a scalable, user-friendly knowledgebase in an existing WEX platform (e.g., Confluence).
Record and document training sessions from ongoing and initial CDP projects, converting live discussions into structured, easily accessible learning materials.
Documentation & Process Capture
Conduct a discovery process to gather information about existing CDP features, processes, and best practices.
Consolidate initial training sessions, user guides, and onboarding materials into comprehensive documentation.
Create a CDP Experience Playbook outlining core functionalities, real-time examples, data insights, and recommended practices for various end-user roles.
Gap Analysis & Continuous Improvement
Assess current documentation, identifying content gaps and inefficiencies.
Collaborate with subject matter experts to fill gaps, streamline documentation, and propose workflow/training enhancements.
Incorporate feedback loops to ensure continuous improvement of learning materials.
Advanced Learning Tools & Automation
Explore opportunities to integrate AI-driven personalization for training and knowledge delivery within an LMS.
Recommend and implement automation strategies to keep knowledgebase content up to date (e.g., auto-generated release notes, FAQs, guides).
Cross-Functional Collaboration
Work closely with Product Managers, Marketing, Sales, and technical stakeholders to understand features in development and produce timely, relevant documentation.
Coordinate with internal training teams to ensure that onboarding and offboarding processes are efficient and well-documented.
Stakeholder Communication & Training Delivery
Present findings and progress to key stakeholders, highlighting successes, challenges, and recommended next steps.
Support the transition to self-service by creating user-friendly training modules and conducting walkthroughs for new hires or transitioning teams.
Qualification
Required
Working toward a bachelor’s degree (Undergraduate requirement).
At least two years of coursework completed in business, marketing, technology, or a related field.
Basic understanding of process improvement, data tracking, product or project management fundamentals.
Experience with common business tools (e.g., Google Workspace, Jira, Confluence, or Microsoft Office) and a willingness to learn new systems quickly.
Strong problem-solving skills and a passion for improving workflows and collaboration.
Preferred
Benefits
Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
WEX is a financial technology service provider for fleet, travel and healthcare industries.
