Roles and Responsibilities:
- Identify, brainstorm and implement process improvements and time optimization initiatives
- Automate current manual processes to analyze large, disparate data sets to pull out key trends and intelligence
- Develop reporting suite for interaction data, partnering with QR Sales and Digital Markets to enhance intensity reporting internally and resource allocation to clients
- Submission of consumption to different vendor platform to be done on a daily, weekly and monthly basis
- Liaise with sales coverage to ensure data quality for interactions, reviewing high value interactions with account managers
- Work with Sales to monetize action items and next steps for client interactions and feedback
- Execute and maintain validation process thathelps monetize consumptions
- Work with tech to upgrade current systems and directories, which feed our interaction data
- UAT/PROD testing for bug fixes new enhancements
Required Qualifications, Skills & Capabilities:
- Strong analytical and problem-solving skills, including hands-on experience with large datasets, and an interest in utilizing AI/LLM tools for insight generation
- Strong written and verbal communication skills, with the ability to present complex findings clearly and impact fully to a senior audience
- Well versed in Financial Services and Lines of Business within Financial Services
- Proactive, adaptable, and entrepreneurial with a creative problem-solving mindset
- Understanding of tools such as SQL, Python and statistical modelling software
- Familiarity with Qliksense dashboards
- Tableau capabilities
Preferred Qualifications, Skills & Capabilities:
- Understanding of tools such as SQL, Python and statistical modelling software
- Familiarity with Qliksense dashboards
- Tableau capabilities
