Business Insights Specialist

Performance Tracking<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Track key KPIs \u2014 connect rates, containment, funnel conversion, retention, campaign outcomes \u2014 to spot process gaps and inefficiencies. Run root\-cause analysis to find the real reason behind a drop or miss, not just the symptom.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Data Analysis & Storytelling<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Turn complex campaign and operational data (using Excel/Google Sheets, SQL, and BI tools) into clear, simple narratives for non\-technical stakeholders.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Strategic Recommendations<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Suggest data\-backed improvements to bot/flow logic, client retention, and go\-to\-market (GTM) strategy. Turn findings into clear, prioritized actions teams can <\/span><\/span>actually execute<\/span>.<\/span><\/span><\/span><\/span>
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Stakeholder Management<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Lead review calls with clients and internal leadership \u2014 presenting performance, trends, and optimization strategies clearly. Build clean, easy\-to\-follow decks and reports for senior audiences.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Reporting<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Maintain <\/span><\/span>accurate<\/span>, repeatable reporting (SQL queries, templates, dashboards) and look for ways to automate manual work so insights come faster and more consistently.<\/span><\/span><\/span><\/span>
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Requirements<\/h3>
Education: <\/span><\/span><\/span><\/span><\/b><\/span>MBA <\/span>required. An undergraduate degree in Business, Statistics, Economics, Computer Science, or a related quantitative field is preferred.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Experience: <\/span><\/span><\/span><\/span><\/b><\/span>2\u2013<\/span>4<\/span> <\/span>years in a data, analytics, or business\-analyst role \u2014 ideally in SaaS, Fintech, conversational AI, BPO/CX, or market research. <\/span><\/span><\/span><\/span><\/span> <\/span>
<\/span><\/span><\/span>Experience working with clients and presenting to senior stakeholders is preferred.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span><\/span><\/span><\/p><\/div>
Technical Skills<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Strong Excel/Google Sheets (pivots, lookups, basic <\/span><\/span>modeling<\/span>)<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Hands\-on experience with a BI tool (Power BI, Tableau, or similar)<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Exceptional<\/span> <\/span>presentation<\/span> <\/span>skills and comfortable in creating client <\/span><\/span>ready decks (PowerPoint)<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Working knowledge of SQL for pulling and <\/span><\/span>analyzing<\/span> <\/span>data<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Soft Skills<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Clear communication \u2014 able to simplify complex data for non\-technical audiences<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Strong problem\-solving \u2014 you ask why before reporting what<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Good business sense and the ability to connect data to decisions<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Ownership mindset, comfortable managing multiple accounts at once<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Nice to Have<\/span><\/span><\/span><\/b><\/span> <\/span><\/span><\/span><\/span>
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Familiarity with automotive, financial services/collections, or e\-commerce<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Leadership Quality for<\/span> <\/span>leading client calls focused on metrics and performance improvement.<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Exposure to conversational AI, voice bots, IVR, or CX metrics (containment, connect rate, dispositions)<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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Experience building simple reporting tools or automation<\/span><\/span><\/span><\/span> <\/span><\/span><\/span><\/span>
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