Data Analyst, Customer Insights

Advisor Group

Scottsdale, AZ

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JOB DETAILS

SKILLS

Analysis Skills, Banking Services, Brokerage, Business Analysis, Business Processes, Business Strategy, Computer Science, Customer Experience, Customer/Client Research, Data Analysis, Data Collection, Data Modeling, Data Visualization Tools, Detail Oriented, Economics, Experiment Design, Financial Analysis, Financial Services, Financial Trend Analysis, Funding, Hubs, Insurance, Market Research, Metrics, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Visio, Microsoft Visual Basic for Applications (VBA), Microsoft Word, Pivot Tables, Power BI, Problem Solving Skills, Process Analysis, Process Flow, Process Improvement, Project/Program Management, Regression Testing, Reporting Dashboards, Standard Operating Procedures (SOP), Statistical Modeling, Statistics, Tableau, Trend Analysis, Value Stream Mapping

LOCATION

Scottsdale, AZ

POSTED

3 days ago

Current Employees and Contractors Apply Here Osaic Careers Business Analyst Opportunity in Financial Services Data Analyst, Customer Insights Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $80,000 - $90,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits. Summary: This role is responsible for analyzing complex customer, market, and operational data to deliver actionable insights that improve customer experience and advice strategic funding. The position partners cross‑functionally to lead NPS analysis, customer journey mapping, and statistical modeling, translating data into clear recommendations that drive service and process improvements. The ideal candidate brings a strong analytical mindset, deep customer insights expertise, and is a self-motivated learner. Education Requirements: Minimum of Bachelor's level qualification in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. H.S. Diploma or GED certificate + Significant Practical Experience (10+ years) in statistical modeling and customer insights will be considered. Responsibilities: Administer and optimize customer feedback platforms (e.g., Pendo, Medalia) to maximize data collection and analysis efficiency Deliver sound, data-driven insights, and recommendations as part of the Voice of the Customer & Corporate Strategy team. Support Net Promoter Score (NPS) analysis, including verbatim feedback review, trend analysis, driver identification, and segmentation, to uncover root causes of customer sentiment and loyalty. Document and monitor business processes, rules, requirements, metrics, and standard operating procedures as a result of transformation initiatives Present findings and recommendations with confidence and communicating these to sponsors and key stakeholders Stay current on customer experience, analytics, and financial services industry trends to continually enhance insights, methodologies, and impact. Assess end to end process performance through collecting data from multiple sources to propose process improvement opportunities Build and maintain strong internal working relationships at all levels of the organization and across business units and site locations. Leverages these relationships in helping to drive meaningful change across the company. Document current and future state through process flow, value stream mapping and customer journey map exercises Perform other duties as assigned, especially those related to the organization’s Strategy & Voice of Customer agenda Basic Requirements: 2-5 years’ experience in analyzing and synthesizing complex data including using dashboards and reporting tools i.e., Pendo, Medallia, Snowflake, or Power Bi Strong Excel experience (including VBA, pivot tables, array functions, power pivots, etc.) and data visualization tools such as Tableau 2- 5 years of market research and/or consumer insights experience, specifically with NPS (Net Promoter Score) Strong process, customer journey, and value stream mapping experience that drives value-added business insights into process performance and customer impacts Strong process-driven, fact-based mindset, and problem-solving skills Passion for the driving improvements to the service and customer experience Independent thinker, motivated self-starter, high attention to detail Experience leveraging statistical/probably techniques and tools to analyze processes Proficiency with Microsoft applications (Outlook, Word, Excel, PowerPoint, Visio, OneDrive, SharePoint) Preferred Requirements: Financial Services industry, Broker-Dealer, Banking or Insurance experience Project and Program Management experience Experience linking NPS data to operational, financial, customer, and product data to provide a comprehensive view of drivers of customer experience Proficiency in statistical modeling and hypothesis testing—including regression, driver analysis, and experimental design—to quantify the significance and impact of CX initiatives Medallia Admin Certified Current Employees and Contractors Apply Here Don't see a job that works for you? 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About the Company

Advisor Group

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