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Data Analyst, Customer InsightsOsaic • Atlanta, Georgia, United States
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Data Analyst, Customer Insights

Osaic
  • US
    Atlanta, Georgia, United States
  • US
    Atlanta, Georgia, United States
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About

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 crossfunctionally 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
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  • Atlanta, Georgia, United States

Languages

  • English
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