Client and Advisor Insights and Enablement Specialist-2025-59

emergiTEL Inc.; Calgary; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading consulting firm is seeking a Client and Advisor Insights and Enablement Specialist. This role focuses on client intelligence projects, requiring 3-5 years in client experience, strong analytical skills, and proficiency in data storytelling. Remote work is offered, with a preference for candidates based in Alberta. The successful candidate will collaborate with various stakeholders to enhance experience insights and analytics.

Qualifications

• 3-5 years in client experience or client intelligence/market research role
• Intermediate data interpretation and analysis skills
• Strong communication skills with attention to detail

Responsibilities

• Maintain understanding of competitive landscape and target segments.
• Support Voice of Client and Voice of Advisor programs.
• Leverage datasets for storytelling and insights.

Skills

Questionnaire design

Data analysis

Report writing

Storytelling

PowerPoint skills

Tools

Google Applications

Qualtrics

Job description

Overview

Position Title: Client and Advisor Insights and Enablement Specialist

Job Description: Client and advisor enablement specialist - research and reporting focused

Top Skills: Questionnaire design, data analysis, report writing, storytelling and PowerPoint or Google Slides skill

Project Description: Client intelligence and client experience projects - like launching a just in time survey program, do a qualitative research project, some journey mapping, lots of storytelling and reporting

Responsibilities

• Maintains a deep understanding of our competitive landscape, and target segments’ and sectors’ needs and expectations to help inform project design and execution

• Supports the delivery and sustainment of our Voice of Client and Voice of Advisor enablement programs, in partnership with key stakeholders, that enhances our portfolio of experience insights and analytics that compel strategic action systematically across the company. Uses this skillset to design advisor and client driver metrics

• Leverages an understanding of datasets and uses data-driven insights for story-telling and influence

• Facilitates client and advisor in-person and virtual interviews and focus groups

• Influences research and insights analysis to create and/or modify experience strategy based on client and team member behavioural changes

• Prepares and delivers project briefings and reporting requirements

• Co-facilitate presentations and updates to stakeholders in relation to projects and results

Distinctive Skill Requirements

• Experience in a client experience and client intelligence/market research role (minimum 3-5 years) with a proven track record of leading through a growth mindset

• Intermediate level data interpretation and data analysis skills

• Questionnaire design skills

• Strong oral and written business communication skills, with high attention to detail and accuracy

• The ability to set priorities, manage multiple tasks, follow-up and allocate time accordingly

• Analytical and critical thinking skills

• Ability to determine client and team member needs and prioritize work accordingly to meet all timelines

• Ability to take initiative and work independently in a fast paced environment and collaboratively with other team members

• Excellent relationship building and interpersonal skills

• Digital fluency with Google Applications, Visual Design Creation and Qualtrics is an asset

• Demonstrated ability to learn new applications and technology

• Experience in the financial services industry is an asset

Details

• Team size: Medium (5-15)

• Number of Years Experience: 5

• Level of Communication: 4

• Anticipated Weekly Hours: 36.25

• Work Location: Remote, preference for Alberta-based candidates but open to anywhere in Canada

• If Hybrid, How often will they be expected onsite?:

• Is travel expected?: N

• Possibility of Extension?: Possibility for extension