Data Analyst, Customer Insights

Business Analyst Opportunity in Financial Services – Data Analyst, Customer Insights

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Full-time

$80,000 - $90,000 per year + annual bonus

Actual compensation offered will be determined individually, based on job‑related factors, including location, skills, licensure, experience, and education.

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and more. For details, visit

This role is responsible for analyzing complex customer, market, and operational data to deliver actionable insights that improve customer experience and inform strategic funding. The position partners cross‑functionally to lead NPS analysis, customer journey mapping, and statistical modeling, translating data into clear recommendations that drive service and process improvements. The ideal candidate brings a strong analytical mindset, deep customer‑insights expertise, and is a self‑motivated learner.

• Minimum of Bachelor's level qualification in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field.
• H.S. Diploma or GED certificate + significant practical experience (10+ years) in statistical modeling and customer insights will be considered.

• Administer and optimize customer feedback platforms (e.g., Pendo, Medalia) to maximize data collection and analysis efficiency.
• Deliver sound, data‑driven insights and recommendations as part of the Voice of the Customer & Corporate Strategy team.
• Support NPS analysis, including verbatim feedback review, trend analysis, driver identification, and segmentation, to uncover root causes of customer sentiment and loyalty.
• Document and monitor business processes, rules, requirements, metrics, and standard operating procedures as a result of transformation initiatives.
• Present findings and recommendations confidently, communicating to sponsors and key stakeholders.
• Stay current on customer experience, analytics, and financial services industry trends to continually enhance insights, methodologies, and impact.
• Assess end‑to‑end process performance by collecting data from multiple sources and propose process improvement opportunities.
• Build and maintain strong internal working relationships at all levels of the organization and across business units and site locations; leverage these relationships to drive meaningful change.
• Document current and future state through process flow, value stream mapping, and customer journey map exercises.
• Perform other duties as assigned, especially those related to the organization’s Strategy & Voice of Customer agenda.

• 2-5 years’ experience in analyzing and synthesizing complex data, including using dashboards and reporting tools such as Pendo, Medallia, Snowflake, or Power BI.
• Strong Excel experience (including VBA, pivot tables, array functions, Power Pivot, etc.) and data visualization tools such as Tableau.
• 2-5 years of market research and/or consumer insights experience, specifically with NPS (Net Promoter Score).
• Strong process, customer journey, and value stream mapping experience that drives value‑added business insights into process performance and customer impacts.
• Strong process‑driven, fact‑based mindset, and problem‑solving skills.
• Passion for improving service and customer experience.
• Independent thinker, motivated self‑starter, high attention to detail.
• Experience leveraging statistical/probabilistic techniques and tools to analyze processes.
• Proficiency with Microsoft applications (Outlook, Word, Excel, PowerPoint, Visio, One…