Customer Success Data & Insights Analyst

Personal Group; Milton Keynes; Hybrid; GBP 30.000 - 36.000; Vollzeit

Benefits dieser Stelle

25 days holiday

Private medical insurance

Travel insurance

Enhanced maternity/paternity leave

Online GP

Flexible working hours

Zusammenfassung

Personal Group is seeking a Customer Success Data & Insights Analyst to join our Milton Keynes team. The role combines data analytics with customer success, turning engagement data into actionable insights and QBRs for clients.

You will work with Power BI and Excel to transform datasets, create dashboards and compelling stories for internal and client audiences. You'll collaborate with Customer Success Managers to understand performance, identify trends, and demonstrate the value of employee

Qualifikationen

• A degree (or equivalent) in data analytics, business, maths, economics, psychology, statistics or related field, or relevant work experience.
• Strong analytical and problem-solving skills.
• Intermediate knowledge of Excel, PowerPoint and Power BI.
• Interest in data analysis, customer insights and business performance.
• Ability to communicate complex information clearly and effectively.
• Strong organisational skills with attention to detail.

Aufgaben

• Analyse customer, employee engagement and benefits data to identify trends and opportunities.
• Transform complex datasets into clear insights and recommendations.
• Support creation of customer reports, presentations and QBRs.
• Develop engaging data visualisations and dashboards using Power BI and Excel.
• Partner with Customer Success Managers to understand performance and tell evidence-based stories.
• Identify opportunities to improve engagement, benefit utilisation and outcomes.

Kenntnisse

Analytical thinking

Communication

Attention to detail

Team collaboration

Customer focus

Ausbildung

Degree in Data Analytics / related field

Tools

Power BI

Excel

Jobbeschreibung

Job Title: Customer Success Data & Insights Analyst

Location: Milton Keynes - Hybrid -2 days per week in the office

Salary:£33,000

Contract Type:Permanent

Kick-start your data and customer success career

Are you a recent graduate with a passion for turning data into meaningful stories and actionable insights?

At Personal Group, we're looking for a Customer Success Data & Insights Analyst to join our Customer Success team. This is an exciting opportunity to develop your analytical, commercial and storytelling skills while helping some of our customers maximise the value of their employee benefits and engagement programmes.

You’ll work alongside experienced Customer Success Managers, analysing customer and employee engagement data, identifying trends and opportunities, and helping to create impactful Quarterly Business Reviews (QBRs) that drive better outcomes for clients and their employees.

This role is ideal for someone looking to build a career in data, customer success, employee engagement or business intelligence.

What you'll be doing

• Analyse customer, employee engagement and benefits programme data to identify trends, opportunities and areas of risk.
• Transform complex datasets into clear, meaningful insights and recommendations.
• Support the creation of customer reports, presentations and Quarterly Business Reviews (QBRs).
• Develop engaging data visualisations and dashboards using Power BI and Excel.
• Partner with Customer Success Managers to understand customer performance and tell compelling, evidence-based stories.
• Help demonstrate the value and impact of employee benefits programmes to our clients.
• Identify opportunities to improve employee engagement, benefit utilisation and overall customer outcomes.
• Present findings in a clear and concise way to both technical and non-technical audiences.
• Continuously develop your analytical, commercial and customer insight capabilities.

What we're looking for

Essential

• A degree (or equivalent qualification) in a relevant subject such as Data Analytics, Business, Mathematics, Economics, Psychology, Statistics or a related field, or relevant work experience.
• Strong analytical and problem-solving skills.
• Intermediate knowledge of Microsoft Excel, PowerPoint and Power BI.
• An interest in data analysis, customer insights and business performance.
• Ability to communicate complex information clearly and effectively.
• Strong organisational skills with excellent attention to detail.
• A customer-focused mindset and collaborative approach.
• Professional, accountable and aligned to our values of Pace, Passion and Professionalism.

Desirable

• Experience producing reports, dashboards or presentations through work, university projects or placements.
• Knowledge of Power BI, SQL or data visualisation tools.
• Experience presenting findings or recommendations to others.
• Interest in customer success, employee benefits, wellbeing, HR technology or employee engagement.

So, what’s in it for you?

Minimum of 25 day holiday rising with service and option to purchase more

Private medical insurance and practical health plan

Free travel insurance

Enhance maternity and paternity leave

Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page - https://personalgroup.teamtailor.com/

Do you live our values?

Passion

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

Pace

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

Professionalism

It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.

Diversity, Inclusion & Flexibility
Personal Group is proud to be an inclusive employer and welcomes applications from people of all backgrounds and experiences. We support flexible working where possible, with core hours typically between 10:00–16:00 and remaining hours worked to suit individual needs.

We are committed to making adjustments and providing accommodations throughout the recruitment process and employment, ensuring those with caring responsibilities, disabilities, or health conditions are fully supported. If you require any adjustments, please contact our Recruitment Team, we’re here to help.

About us

At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant.

Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected. Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.

Could You Be Our Next Great Hire?