Channel and Customer Research Analyst (Mandarin Speaker)
Core
Map expert universes, source and vet channel partners/customers, and facilitate interviews to generate market intelligence for institutional investors.
Role type
Channel and Customer Research Analyst
Builds
Expert transcript library and 1x1 call services content for institutional investors
Domain
Financial market intelligence / AI-driven search
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Market landscape research, expert sourcing and outreach, interview facilitation, data privacy compliance, CRM management, project execution
Preferred skills
Pattern recognition, stakeholder management, rapid project turnaround, multilingual communication (Mandarin)
Technologies
LinkedIn, internal CRM and workflow tools
Responsibilities
Develop and maintain target lists of distributors and customers; drive email, phone, and LinkedIn campaigns to recruit experts; conduct vetting calls to confirm role and perspective; build and maintain interview guides; schedule and monitor interview sessions; uphold data-privacy standards and maintain accurate records; share feedback to refine playbooks.
Seniority
Early-career, hands-on IC
