Customer Insights Analyst

Job Summary

A company is looking for a Customer Insights Analyst.

Key Responsibilities

• Manage a portfolio of financial institution partners to guide their growth and success
• Analyze performance data to identify opportunities and mitigate risks
• Develop clear recommendations to support decision-making for partners and internal teams

Required Qualifications

• 2-4 years of experience in an analytically oriented role or in Customer Success, Partner Management, or Account Management
• Strong analytical skills with proficiency in Excel/Sheets and data visualization tools; SQL experience is a plus
• Ability to translate complex information into structured recommendations
• Experience engaging with partners and internal stakeholders
• Motivated by accountability and impact, with a desire for growth in customer-facing leadership