Client Relations Senior Analyst

Job Description

A Client of Insight Global is seeking a strategic, data-driven Client Relations Senior Analyst to support Private Equity, M&A, and Corporate relationship-growth initiatives. This professional will manage CRM data, measure KPIs, track opportunities and engagement, prepare leadership reporting, coordinate events, and translate relationship intelligence into actionable business development recommendations.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• Bachelor’s degree
• Target of 6+ years of relevant experience
• Strong analytical background with reporting, KPI, dashboard, or business intelligence experience
• Experience tracking client relationships, sales pipelines, opportunities, or business development activity
• Advanced proficiency with Excel, PowerPoint, Word, Outlook, and the Microsoft Office Suite
• Strong writing, presentation, listening, and stakeholder communication skills
• Ability to organize complex data and translate findings into strategic recommendations
• Strong attention to detail, critical thinking, initiative, and independent judgment
• Ability to manage several stakeholders and priorities
• Understanding of relationship management, pipeline management, Private Equity, or M&A environments Deal Cloud experience
• Salesforce or comparable CRM and relationship-management platform experience
• Private Equity, investment banking, wealth management, commercial lending, or corporate relationship-management background
• Business development experience supporting Private Equity or M&A teams
• Legal industry exposure
• Participation in ACG, chambers, networking groups, or related professional associations