Data & Innovation Process Improvement Specialist
- Salary
- $75K–$90K
- Hiring from
- United States
- Work type
- Remote
- Posted
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IMI Agency
Data & Innovation Process Improvement Specialist
Technology + Innovation Department
Beverage Marketing Agency
Kennesaw, GA
Reports To: Director of Technology + Innovation Position
Data & Innovation Process Improvement Specialist
Technology + Innovation Department
Beverage Marketing Agency
Kennesaw, GA
Reports To: Director of Technology + Innovation Position
Type: Full-time | In-office and/or remote
Our Mission: IMI Agency specializes in Building Better Beverage Business™ for our Hospitality Clients with innovative marketing programs and promotions, interactive food & beverage merchandising and operations tools, staff training, and recognition/reward programs for all channels in the Hospitality industry. IMI programs create brand value and opportunities with consumers while driving food and beverage sales and profits for our Hospitality Operator clients.
Job Description:
We have an opening for a detail-oriented, analytical, and self-directed Data & Innovation Process Improvement Specialist to join our Technology + Innovation team. This full-time position will support the quality, organization, analysis, and reporting of data used across client-facing and internal technology projects while also supporting efforts to identify inefficiencies, streamline workflows, and improve business processes through automation, AI, and Microsoft 365 tools. The successful candidate will work closely with the Director of Technology + Innovation and cross-functional teams to evaluate current processes, recommend improvements, document project requirements, build and support Power Automate workflows, improve reporting structures, assist with new company initiatives, and help implement approved, responsibly developed AI-enabled solutions. The role requires strong follow-through, sound judgment, comfort working with imperfect or inconsistent source data, and the ability to document workflows, assumptions, exceptions, and data-quality issues clearly.
Critical Competencies:
Given the high visibility of IMI Agency within the industry, Beverage Suppliers and Beverage Distributors B2C and B2B communities, along with the ethical, transparent, fiduciary, and legally compliant ethics of our company, all IMI team members must be intelligent, mature, well-polished, trustworthy, and have a high standard of ethics and leadership. You must have confidence and class in conducting IMI’s mission, but also know how to take constructive feedback and implement the necessary changes in performance and work based on that feedback. You must dress and carry yourself in a manner that is superior to the standard, along with speaking and writing clearly.
Adaptability / Communication / Job-Related Business Focus/ Planning & Organizing/Problem-Solving /Teamwork/ Technical Expertise/ Work Habits
Our Mission: IMI Agency specializes in Building Better Beverage Business™ for our Hospitality Clients with innovative marketing programs and promotions, interactive food & beverage merchandising and operations tools, staff training, and recognition/reward programs for all channels in the Hospitality industry. IMI programs create brand value and opportunities with consumers while driving food and beverage sales and profits for our Hospitality Operator clients.
Job Description:
We have an opening for a detail-oriented, analytical, and self-directed Data & Innovation Process Improvement Specialist to join our Technology + Innovation team. This full-time position will support the quality, organization, analysis, and reporting of data used across client-facing and internal technology projects while also supporting efforts to identify inefficiencies, streamline workflows, and improve business processes through automation, AI, and Microsoft 365 tools. The successful candidate will work closely with the Director of Technology + Innovation and cross-functional teams to evaluate current processes, recommend improvements, document project requirements, build and support Power Automate workflows, improve reporting structures, assist with new company initiatives, and help implement approved, responsibly developed AI-enabled solutions. The role requires strong follow-through, sound judgment, comfort working with imperfect or inconsistent source data, and the ability to document workflows, assumptions, exceptions, and data-quality issues clearly.
Critical Competencies:
Given the high visibility of IMI Agency within the industry, Beverage Suppliers and Beverage Distributors B2C and B2B communities, along with the ethical, transparent, fiduciary, and legally compliant ethics of our company, all IMI team members must be intelligent, mature, well-polished, trustworthy, and have a high standard of ethics and leadership. You must have confidence and class in conducting IMI’s mission, but also know how to take constructive feedback and implement the necessary changes in performance and work based on that feedback. You must dress and carry yourself in a manner that is superior to the standard, along with speaking and writing clearly.
Adaptability / Communication / Job-Related Business Focus/ Planning & Organizing/Problem-Solving /Teamwork/ Technical Expertise/ Work Habits
Responsibilities will include:
- Support new company initiatives that require optimized data structures and ensure workflow efficiency for the final solution.
- Participate in evaluating manual, repetitive, or inefficient business processes and recommend practical improvements using AI, automation, Microsoft 365, Smartsheet, and Power Automate.
- Facilitate process-discovery conversations with internal teams to understand current workflows, pain points, data handoffs, approval steps, and reporting needs.
- Monitor automation performance, troubleshoot issues, identify failure points, and recommend improvements.
- Maintain, clean, and validate data used in IMIManage Suite portfolio and related client applications.
- Prepare data for import by standardizing names, restructuring spreadsheets, mapping fields, removing duplicates, and documenting transformation rules.
- Investigate data discrepancies, duplicate records, incomplete source files, and unclear data requirements; escalate unresolved questions with clear supporting detail.
- Perform quality assurance before and after imports, reimports, updates, and migrations by reconciling row counts, checking required fields, sampling records, and confirming expected results.
- Analyze large and complex spreadsheets using formulas, pivot tables, filters, conditional logic, and other Excel features to identify actionable insights.
- Build, maintain, and improve Smartsheet sheets, forms, reports, dashboards, formulas, cross-sheet references, and workflows for internal and client projects.
- Gather and document project requirements, translate them into data structures and reporting logic, and validate that completed solutions meet stakeholder needs.
- Coordinate with the technology department’s project manager and account teams to obtain source data, resolve exceptions, and keep data projects moving.
- Maintain organized project files, field mappings, process documentation, and status updates.
- Use Microsoft Copilot to create AI agents when needed to accelerate data preparation, analysis, documentation, formula development, troubleshooting, and process improvement.
- Review, test, and validate AI-generated outputs before use; remain accountable for the accuracy, appropriateness, and completeness of final work and follow company requirements for confidential and client data.
- Support gamification and incentive programs by assisting with data setup, validation, scoreboards, and final promotional reporting in IMIManage Promo, Smartsheet, or related tools.
- Contribute as a team player by assisting with projects, reporting, implementations, research, testing, and other business needs as needed.
- Follow-up & Follow-through must be your mantra!
Education & Qualifications:
The ideal candidate will possess the following:
The ideal candidate will possess the following:
- Bachelor’s degree in Data Analytics, Business Analytics, Information Systems, Statistics, Finance, Marketing, Business, or a related field, or equivalent relevant experience.
- Professional experience in data analysis, reporting, data operations, or a similar role.
- Strong understanding of Microsoft 365, Excel, SharePoint, Teams, and related workflow tools.
- Experience building and supporting Microsoft Power Automate flows.
- Demonstrated ability to clean, normalize, reconcile, and validate data from multiple sources while preserving accuracy and traceability.
- Strong analytical and problem-solving skills, with the ability to identify patterns, investigate anomalies, and distinguish source-data issues from calculation or system issues.
- Experience building or maintaining Smartsheet sheets, forms, reports, dashboards, formulas, and automated workflows.
- Ability to document workflow logic, field mappings, assumptions, exceptions, and repeatable procedures clearly.
- Close attention to detail and commitment to spot-on accuracy, including careful proofing of imports, reports, and calculations.
- Ability to manage several projects simultaneously, prioritize competing deadlines, and work effectively with minimal direction in a remote environment.
- Clear, concise written and verbal communication skills, including the ability to explain data findings to nontechnical stakeholders.
- Strong follow-up and follow-through, with the judgment to ask questions when requirements or source data are incomplete.
- Professional, service-oriented, and collaborative approach when working with internal teams, clients, and external partners.
- Ability to adapt to changing project requirements, learn unfamiliar tools, and support evolving technology and data workflows.
The following experiences are a plus:
- Experience with Smartsheet, Power Query, Power BI, Microsoft Access, or another data transformation, visualization, or analysis tool.
- Experience with form creation, automation, or database platforms such as JotForm, Formidable Forms, Zapier, or WordPress.
- Familiarity with import and export workflows and troubleshooting data transferred between systems.
- Experience working with geographic, territory, state, or ZIP-code data and matching records by standardized business names or proximity.
- Experience with master data management, quality control, exception reporting, or repeatable data processes.
- Knowledge of U.S. beverage alcohol distribution, supplier and distributor relationships, hospitality operations, or food and beverage programs.
- Experience supporting incentive contests.
- Project management experience related to technology, reporting, or analytics projects.
Salary: $75,000-$90,000 | Commensurate with experience and demonstrated success
Benefits (Subject to change):
Benefits (Subject to change):
- 401(k) with match *eligibility required
- 18-21 Annual Company Holidays
- 3 Weeks PTO (10 Vacation Days/5 Sick Days) + monthly appointment days
- Multiple Medical Plan Options w/ a no-cost option for employee coverage
- Dental
- Vision
- Life and LTD/STD
- Supplemental Insurances (i.e., Illness, Cancer, Legal, etc.)
- Confidential Employee Assistance Program + Financial Assistance and Mapping
- Summer Fridays/ Refresh Fridays, and more!
If this describes you and you can work in a macro-managed environment and complete tasks with spot-on accuracy, we want to hear from you!
Contact: www.imiagency.com / hrdept@imiagency.com
Contact: www.imiagency.com / hrdept@imiagency.com
IMI Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
IMI Agency (Incentive Marketing, Inc.) specializes in Building Better Beverage Business™ for Hospitality Clients through innovative marketing programs and promotions, interactive food & beverage merchandising and operations tools, staff training, and recognition/reward programs across the Chain Hospitality industry. IMI programs create brand value and opportunities with consumers while driving food and beverage sales and profits for our Hospitality Operator clients. For over 30 years, we have maintained a singular focus: to manage in the best interests of our clients. We exist as an extension of our Clients, a partner—there to simplify the complex, to be transparent, to offer a unique perspective that goes beyond the bottom line...but is always completely aligned with their goals and objectives.
