Consumer Edge

Financial Planning and Analysis

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
• Educate customers to ensure adoption and optimal usage of CE’s offerings.
• Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines.
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
• Prepare materials for client meetings, including account summaries, usage reports, and presentation content.
• Monitor engagement and basic account health indicators, and flag notable changes to senior team members.
• Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers.
• Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly.
• Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

Associate Client Success Manager – Financial Services

Data Analyst

• Analyze large alternative datasets for insights
• Clean and add structure to data
• Combine datasets into predictive models
• Design and build scalable data products
• Develop intuitive ways to present data insights
• Investigate data anomalies and quality issues
• Maintain understanding of how data maps to real-world behavior

Data Analyst – Consumer Datasets

• Analyze a diverse array of large alternative datasets for insights and signal
• Clean and add structure to semi-structured and unstructured data
• Develop and apply data normalization and penalization methods to correct for inherent biases in each dataset
• Combine multiple datasets into predictive models
• Design and build scalable data products in concert with Data Scientists, Data Engineers, Product Managers, and Financial Analysts
• Develop creative and intuitive ways to visually present data insights to clients

Associate Client Success Manager – Financial Services

Data Analyst – Consumer Datasets

Senior Data Analyst