AI Transformation - SME Hire - Insights Manager - Financial Services -

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Hiring Remotely in United States
Remote
75K-95K Annually
Mid level
Marketing Tech
The Role
Lead study design, survey development, questionnaire quality, data analysis, and client-ready reporting for financial services research. Interpret findings with client teams, translate results into actionable business insights, apply analytical methods, and ensure accuracy, clarity, timeliness, and integrity across multiple projects.
Summary Generated by Built In

Who We Are

Escalent is an award-winning data analytics and advisory firm that helps clients understand human and market behaviors to navigate disruption. As catalysts of progress for more than 40 years, our strategies guide the world’s leading brands. We accelerate growth by creating a seamless flow between primary, secondary, syndicated, and internal business data, providing consulting and advisory services from insights through implementation. Based on a profound understanding of what drives human beings and markets, we identify actions that build brands, enhance customer experiences, inspire product innovation and boost business productivity. We listen, learn, question, discover, innovate, and deliver—for each other and our clients—to make the world work better for people.

Why Escalent? Once you join our team you will have the opportunity to...

  • Access experts across industries for maximum learning opportunities including Weekly Knowledge Sharing Sessions, LinkedIn Learning, and more.
  • Gain exposure to a rich variety of research techniques from knowledgeable professionals.
  • Enjoy a remote first/hybrid work environment with a flexible schedule.
  • Obtain insights into the needs and challenges of your clients—to learn how the world’s leading brands use research.
  • Experience peace of mind working for a company with a commitment to conducting research ethically.
  • Build lasting relationships with fun colleagues in a culture that values each person.

Role Overview

You will lead the development of insights and storytelling and own the data analysis and reporting phases of our work, and will work for the Health Insurance team within Financial Services. You would be accountable for:

  • Presenting insights that address the client or industry’s needs.
  • Proper application of analytical techniques & tools
  • Creating client-ready materials on time
  • Sound process & integrity of insights

We also have a development path that encourages continual growth. The progression steps include Associate, Insights Analyst, Senior Insights Analyst, Insights Manager, Senior Insights Manager, and Director of Insights. There is a parallel path of roles called Project Management that focuses on project logistics, timing and budget.

The Salary Range for this position is $75,000 - $95,000. If this is not the right level for you, please check out our other postings. This position is 100% remote.

Responsibilities

  • Provide input regarding the study design and the best research technique(s) to utilize for projects.
  • Develop surveys/questionnaires to answer client objectives.
  • Ensure quality of and approve programmed questionnaires, including communication with the programmer or programming vendor.
  • Analyze research results and collaborate with the Client Management team members to interpret research findings and implications.
  • Write reports or prepare deliverables that add value to the client by relating the research findings to the business objectives in a manner that is clear, presentable and actionable

Basic Qualifications

  • Bachelor’s degree in a related field
  • 3+ years’ experience in business, market analysis, or market research
  • Proficiency in at least 1 data analysis package (e.g., SPSS)
  • Excellent communication skills, both verbal and written
  • Strong organizational skills, time management, and attention to detail
  • Experience with MS Office (Word, Excel, and PowerPoint)

Preferred Qualifications

  • 5+ years’ experience in business, market analysis, or market research, preferably in the Financial Services vertical
  • Demonstrated knowledge of basic statistics, research procedures, and survey methodologies
  • High proficiency in SPSS data analysis package
  • Prior experience with data mapping, troubleshooting data that doesn’t make sense, weighting data, etc.
  • Prior experience interfacing with project team members and client contacts directly
  • Exceptional ability to work on multiple projects simultaneously and consistently meet deadlines

Compensation, Benefits, and Culture

  • Medical, Dental, and Vision Insurance - Large carriers on a national level (domestic partner coverage included)
  • 401k with Company Match – No vesting period; bi-weekly contributions
  • Flexible PTO - Feel no guilt in taking off a minimum of 3 weeks of “real” vacation time
  • Paid Parental leave
  • 12 Paid Company Holidays
  • Hybrid/Virtual Work - Virtual-first workforce with employees in most states
  • Salary Range for this position is $75,000 - $95,000

Explore our Careers and Culture page to learn more about the people behind the brand: https://escalent.co/careers-and-culture/

Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Skills Required

  • Bachelor's degree in a related field
  • 3+ years of experience in business, market analysis, or market research
  • Proficiency in at least one data analysis package, such as SPSS
  • Excellent verbal and written communication skills
  • Strong organizational skills, time management, and attention to detail
  • Experience with Microsoft Office, including Word, Excel, and PowerPoint
  • 5+ years of experience in business, market analysis, or market research, preferably in financial services
  • Knowledge of basic statistics, research procedures, and survey methodologies
  • High proficiency in the SPSS data analysis package
  • Experience with data mapping, troubleshooting inconsistent data, and weighting data
  • Experience interfacing directly with project team members and client contacts
  • Ability to manage multiple projects simultaneously and consistently meet deadlines

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The Company
HQ: Livonia, MI
280 Employees
Year Founded: 1975

What We Do

Escalent is a top human behavior and analytics advisory firm specializing in industries facing disruption and business transformation. As catalysts of progress for more than 40 years, we tell stories that transform data and insights into a profound understanding of what drives human beings. And we help businesses turn those drivers into actions that build brands, enhance customer experiences and inspire product innovation. Visit escalent.co to see how we are helping shape the brands that are reshaping the world.

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