Customer Insight Analyst
Core
Transform customer service into a strategic growth engine by analyzing customer behavior, building retention models, and providing data-driven insights for lifecycle management and portfolio development.
Role type
Customer Insights Analyst
Builds
Reporting, dashboards, and analytical models for customer retention and portfolio performance
Domain
Financial services / Commercial payments
Deliverable
dashboards & analysis
Required skills
SQL, MS Excel, data analysis, portfolio segmentation, churn prediction modeling, stakeholder communication
Preferred skills
Power BI, Tableau, automation process design
Technologies
SQL, MS Excel, Power BI, Tableau
Responsibilities
Maintain reporting on customer portfolio performance and retention; analyze customer behavior to identify growth opportunities; support development of churn prediction models; perform portfolio segmentation; prepare performance dashboards for leadership; partner with automation specialists to design data-driven workflows; analyze effectiveness of retention and upsell activities.
Seniority
Mid-level (4+ years experience)
