Senior Customer Insights Consultant

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 two analysts to join the analytics group within one of their largest business units.  These internal consultant-type roles will work with business unit leadership to answer key questions about growth, product development, marketing and operational effectiveness.


Executes analytic projects to provide insight into client needs and behavior, supporting marketing and client servicing decisions.

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 data and prepares it for analysis. Investigates, extracts, cleans, transforms and manages data.

Analyzes data to describe client behavior and preferences, understand channel usage, diagnose client experience problems, 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.  Guides business partners on the interpretation, implications and use of analytic results.


Undergraduate degree in a quantitative discipline is preferred

1-3+ years experience in relevant 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.

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.