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

Senior Data Analyst

• Continue penetrating the Core globally within New Logo firms who have $2B+ AUM
• Own new logo pipeline and bookings across the full FS spectrum, with specific accountability for underpenetrated segments: mid-market funds ($100M–$2B AUM), credit and macro strategies, long-only managers, and PE/VC firms with consumer portfolio exposure
• Develop segment-specific playbooks that account for how buying signals, decision-makers, and product fit differ meaningfully across a $2B quant fund, a $500M credit fund, a large-cap long-only manager, and a PE firm doing consumer due diligence
• Build and execute a partnership and channel motion to extend CE's reach into segments where a direct BDM model is insufficient
• Lead and scale a team of BDMs and SDRs, setting clear coverage models by segment and holding the team accountable to pipeline quality, not just volume
• Coach individuals on segment-specific discovery, value articulation for diverse buyer types (PM vs. analyst vs. data team), deal strategy, and close discipline
• Recruit aggressively as the team grows; build a talent pipeline that reflects the segment diversity of the market you're covering
• Implement and enforce a consistent sales methodology with rigorous qualification that distinguishes buyers by segment from non-prospects
• Own pipeline management, forecasting accuracy, and deal inspection across a high-volume, varied book
• Build structured review cadences (pipeline reviews, forecasting, win/loss) that surface what's working by segment, not just in aggregate
• Partner closely with the CRO, CMO, and CPO to refine pricing and packaging for each tier across products
• Provide crisp, prioritized market feedback to shape roadmap, packaging, and messaging; align Product/Marketing/Client Success around one coherent FS story and motion
• Drive scalable demand levers (content/events/partner motions) that unlock international growth and long-tail acquisition efficiency
• Contribute to the launch sequencing and GTM strategy for new products as they open new buyer cohorts

Associate Client Success Manager – Financial Services

Data Analyst – Consumer Datasets

Senior Data Analyst

VP, Acquisition Sales – Growth Strategy, Financial Services