Customer Insights Lead
Core
Lead engagements to create customer value through bespoke insights, enabling Relationship Managers, and partnering with Product & Strategy to inform roadmaps and pricing.
Role type
Senior Customer Insights Lead (Institutional and Business Banking)
Builds
Bespoke insights, toolkits for prospecting and risk, market/sector intelligence, and decision-ready narratives for senior leaders.
Domain
Banking / B2B / Financial Services
Deliverable
Dashboards & analysis
Required skills
Customer insights, analytics, strategy, commercial acumen, financial statement interpretation, data storytelling, stakeholder influence, SQL, advanced Excel, BI tools (Power BI), predictive modelling (Python, R, SAS)
Preferred skills
Postgraduate study in quantitative/business/economics
Technologies
SQL, Excel, Power BI, Python, R, SAS
Responsibilities
Lead customer engagement engagements (benchmarking, margin analysis, pricing strategies); Build toolkits for Relationship Managers (prospecting models, churn indicators); Inform product roadmaps via behavior analysis and elasticity testing; Produce market and competitive intelligence; Translate complex analysis into narratives for executives; Define success metrics and track leading/lagging indicators
Seniority
Senior, hands-on IC
