Client Experience Consultant

Reposted 11 Days Ago
Be an Early Applicant
Charleston, SC
In-Office
Junior
Fintech • Software • Financial Services
The Role
As a Client Experience Consultant, you'll analyze customer data to provide actionable insights, enhance engagement, and develop strategic recommendations to improve satisfaction and retention.
Summary Generated by Built In
Join Our Dynamic Insurance Team as a Client Experience Consultant – Turn Data Into Actionable Strategy!

Are you passionate about understanding customer behavior and using data to drive business decisions? We’re looking for a Client Experience Consultant to join our growing insurance and financial services team. In this role, you’ll transform customer data into strategic insights that enhance the client experience, support growth initiatives, and shape our overall business strategy.

Now Hiring: Client Experience Consultant

Whether you’re an experienced data analyst or looking to grow into a role that combines research, analytics, and customer strategy, we offer the tools, training, and support you need to succeed.

What You’ll Do:
  • Analyze customer behavior, trends, and preferences using quantitative and qualitative data.
  • Develop reports and dashboards to visualize customer insights and key performance indicators (KPIs).
  • Provide strategic recommendations to improve customer engagement, satisfaction, and retention.
  • Collaborate with marketing, sales, and operations teams to guide customer-focused initiatives.
  • Identify gaps, opportunities, and customer pain points through data analysis and journey mapping.
  • Support segmentation efforts, campaign performance evaluations, and experience optimization strategies.
Ideal Candidate Profile:

✔ Strong analytical and critical-thinking skills
✔ Proficient in data analysis tools (Excel, SQL, Power BI, Tableau, etc.)
✔ Detail-oriented with a passion for uncovering insights in customer data
✔ Effective communicator with the ability to present complex data in a clear, actionable way
✔ Curious, proactive, and solutions-driven
✔ Experience in analytics, marketing research, customer experience, or business intelligence is a plus

Why Work With Us?

💼 Flexible Work Environment – Remote, hybrid, or in-office options available
📈 Career Development – Clear paths for growth in analytics, strategy, or leadership
💰 Competitive Compensation – Salary + performance-based incentives and bonuses
🧠 Ongoing Training & Mentorship – Learn from experienced professionals in data and strategy
🏆 Recognition & Rewards – Earn acknowledgment for your insights and impact
🏥 Health Insurance Options – Available for qualified team members

Your Insights Will Drive Real Impact

If you thrive on digging into data, identifying patterns, and making strategic recommendations that improve customer experiences and business performance—this is your opportunity to shine.

👉 Apply now and start your journey as a Client Experience Consultant—where your curiosity becomes a catalyst for growth.

(Individual success may vary based on effort, initiative, and impact of insights.)

Top Skills

Excel
Power BI
SQL
Tableau
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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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