Client Experience Lead: Process Improvement & Strategy

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Premium benefits

401K match

Vacation & sick leave

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Client Experience Senior Consultant to lead continuous improvement initiatives and align client experience enhancements with organizational goals.

You will partner with CX Leadership and teams across the company to translate client needs into actionable improvements that strengthen relationships and business outcomes. The role requires strong data analysis, process improvement, and relationship-building capabilities, with travel up to 10% as

Qualifications

• Four or more years of related experience, education, training, or a combination of these qualifications.

Responsibilities

• Lead department-wide projects using continuous improvement processes and tools to achieve positive business outcomes.
• Facilitate complex work across cross-functional teams, building strong relationships and influencing stakeholders at multiple levels.
• Partner with Client Experience Leadership and business teams to identify, assess, and prioritize improvement opportunities.
• Use client feedback, business data, and industry best practices to support the client experience improvement strategy.
• Engage directly with clients to better understand their experiences and needs.

Skills

Relationship-building

Communication

Stakeholder influence

Cross-functional collaboration

Strategic thinking

Time management

Organizational skills

Presentation skills

Travel readiness

Job description

Cambridge Investment Research, Inc. is seeking a Client Experience Senior Consultant to lead continuous improvement initiatives and align client experience enhancements with organizational goals.

You will partner with CX Leadership and teams across the company to translate client needs into actionable improvements that strengthen relationships and business outcomes. The role requires strong data analysis, process improvement, and relationship-building capabilities, with travel up to 10% as