Senior Client Insights Analyst

Services OR LP/SEC; Calgary; On-site; CAD 79,500 - 100,700; Full time

Benefits offered by this job

Hybrid work environment

Retirement savings plan with employer contribution

Benefit premiums paid by the firm

Telemedicine services

Flexible health and wellness allowance

Training and development programs

Job summary

Services OR LP/SEC in Calgary seeks a Senior Client Insights Analyst to analyze client portfolio data and enhance satisfaction. This role involves collaboration with multiple teams, ensuring accurate insights, and supporting pricing initiatives.

The ideal candidate has a quantitative degree and 3-5 years of experience. Proficiency in MS Excel, data visualization tools, and excellent communication skills are essential. The position offers a hybrid work environment and a comprehensive benefits package.

Qualifications

• 3 to 5 years of experience in a similar role.
• Familiarity with change management and process improvement.
• Client-service-oriented mindset.
• Highly organized and able to manage multiple tasks.

Responsibilities

• Collect, consolidate, and analyze client/matter data.
• Conduct periodic client portfolio performance analyses.
• Collaborate with various teams for accurate reporting.
• Prepare and distribute monthly client insights reports.

Skills

Analytical skills

Communication skills

Data management

MS Excel proficiency

Knowledge of Tableau and Power BI

Bilingual in French and English

Education

Bachelor’s degree in a quantitative field

Tools

SAP

Business Objects

Job description

The Team

The Senior Client Insights Analyst plays a vital role in the firm’s Pricing & Client Insights team, focusing on client portfolio and legal matter analytics and reporting. The role reports to the Senior Manager of Client Insights and can be based in any Canadian office.

Responsibilities

• Collect, consolidate, and analyze client/matter data to prepare reports and presentations.
• Conduct periodic and ad‑hoc client portfolio and matter performance analyses.
• Collaborate with Pricing, Finance, Business Planning & Analysis, and Pursuits teams to provide accurate and timely reporting.
• Support the development of best practices for client insights.
• Assist in assessing client insights processes and identifying improvements to enhance satisfaction and profitability.
• Research and manipulate client insights data to assess key metrics and trends.
• Ensure accuracy across various data sources.
• Contribute to process improvement initiatives, including tool implementation and report development.
• Prepare and distribute monthly client insights reports for stakeholders.
• Prioritize tasks and resolve issues efficiently.
• Engage with external clients when needed.
• Support price‑benchmarking initiatives.
• Assist with special projects as required.

Qualifications

• Bachelor’s degree or diploma in a quantitative field (Science, Technology, Engineering, Economics, Finance, Analytics, Data Science).
• 3 to 5 years of experience in a similar role.
• Strong interpersonal, communication, analytical, and data‑management skills.
• Familiarity with change management and process improvement.
• Client‑service‑oriented mindset.
• Ability to build relationships internally and externally.
• Highly organized and able to manage multiple tasks in a fast‑paced environment.
• Effective research and problem‑solving skills.
• Ability to work independently using sound judgment.
• Results‑driven with the ability to meet tight deadlines.
• Proficiency in MS Excel, SAP, and/or Business Objects.
• Knowledge of data visualization tools (Tableau and Power BI).
• Bilingual in French and English is an asset.

Benefits

• Hybrid work environment.
• Retirement savings plan with employer contribution.
• Benefit premiums paid by the firm.
• Telemedicine services.
• Flexible health and wellness allowance covering more than gym memberships.
• Training and development programs based on interests and needs.

Salary ranges:
Toronto: $81,500 - $100,700
Ottawa: $79,600 - $98,300
Vancouver: $79,600 - $98,300

Equal Opportunity Employer

We strive to create an equitable, inclusive environment where everyone can bring their whole self to work and realize their career potential. Reasonable adjustments during the recruiting process may be requested; accommodations will be considered in accordance with legal requirements.