Analyze and monitor key performance indicators (KPIs) such as product adoption, deflection efficacy, and experiential feedback.
Leverage descriptive analytics and data visualization to extract actionable insights to improve product performance.
Leverage AI tools and innovative analytics to identify opportunities to improve knowledge content which may be limiting performance and adoption of self-help resources.
Provide training and change management support to internal stakeholders and advisors for new launches and product enhancements.
Participate in (and lead aspects of) gathering and analysis of user feedback, usability testing and journey mapping / design to improve user experience.
Partner with VP Journey Design to identify opportunities for workflow automation and in-product contextual help, and optimization of search functionality.
Requirements
Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or advanced technical degree preferred.
5+ years of experience in digital transformation, client experience, or project management
Excellent in communicating high-level strategies and simplifying complex analyses for executives.
Strong leadership, communication, and stakeholder management skills.
Possessed by a strong desire to learn and share findings with the team, fostering an environment where continuous learning thrives
Demonstrated propensity for problem-solving.
Exceptional collaborator, selfless and team player.
Preferences: Financial services /Wealth Management Industry Strongly preferred