Executive Customer Analytics Consultant / Lead

Location: Philadelphia Area
Job Type: FT

IQ Workforce provides Talent On-Demand for the strategy, operations and analytics communities.

Our team provides access to hard-to-find analytics resources across the spectrum… from the technical to the quantitative and all combinations in between. We provide independent consultants, consulting projects, contract-to-hire and FT hire services.

Our client is a leading financial services firm that is known for their ethics and values.  They are also known as an employer of choice, offering unusual benefits, growth potential and work/life balance.  The firm is beginning to invest heavily in data analytics.  They have created several roles like these and are in the process of building a world class data environment.

They are seeking an Analytics Lead to work within their Customer Intelligence group, which acts as an internal consulting team that informs and educates executives globally on issues related to customers, products and marketing.  


Leads and executes analytic projects to provide insight into client needs and behavior, supporting marketing and client servicing decisions. Serves as the analytics expert on cross functional teams for large strategic initiatives.

Engages with project sponsors and stakeholders to understand each business question. Probes for hidden questions and goals.  Brings structure to each request and translates requirements into an analytic approach.

Acquires structured and unstructured data and prepares it for analysis. Investigates, extracts, cleans, transforms and manages data using SQL and SAS programming techniques.

Analyzes data to describe client behavior and preferences, understand channel usage, diagnose client experience problems, size marketing opportunity, target clients for treatment and measure the impact of marketing and servicing initiatives.

Identifies and utilizes appropriate analytic methods and specialized tools to generate insights, answer the business questions and fulfill project objectives.

Prepares and delivers insight presentations and action recommendations. Communicates complex material in non-technical terms.  Guides business partners on the interpretation, implications and use of analytic results.

Develops and applies domain knowledge of businesses and data to shape the analytic road map.


Undergraduate degree in a quant discipline. Graduate degree preferred.

5+ years general experience and five years relevant professional experience in analytical roles.

Knowledge of financial services and marketing.

Able to take disparate data and understand it, process it, extract value from it, visualize it and communicate it.

Strong SAS and SQL skills. Understanding of data structures.

Logical problem solving skills.

Experience gathering requirements, developing analytic approaches, and applying quantitative methods to harvest insights.

Solid Excel and PowerPoint skills.

Strong communicator of complex concepts and analysis, able to handle a variety of audience knowledge levels.  Data visualization and storytelling skills.