Client Experience Senior Consultant

Cambridge Investment Research, Inc.; Iowa; Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical, Vision, Dental

Life Insurance

Long-term Disability

401K with company match

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Client Experience Senior Consultant to lead cross-functional improvement initiatives and strengthen client relationships.

You will translate client feedback and data into actionable strategies, coach teams, and help deploy automation to improve efficiency. The role requires 4+ years of related experience, strong communication and stakeholder-influence skills, and willingness to travel up to 10% in a hybrid environment in Fairfield, IA or Phoenix,

Qualifications

• Four or more years of related experience.
• Experience leading projects across teams without direct supervision.
• Strong relationship-building, listening, communication, presentation, and stakeholder-influence skills.
• Ability to travel up to 10%.
• Preferred certifications: Cambridge Client Service Excellence (Platinum), Lean Six Sigma Green Belt.

Responsibilities

• Lead department-wide projects using continuous improvement processes and tools.
• Facilitate cross-functional collaboration and influence stakeholders at multiple levels.
• Identify opportunities and implement client experience improvements.
• Coach associates and Green Belt participants.
• Deploy automation solutions and monitor resulting improvements.

Skills

Project leadership

Relationship-building

Communication

Stakeholder influence

Data analysis

Process improvement

Tools

Lean Six Sigma

Green Belt

Job description

## Client Experience Senior ConsultantApply: Hybrid: Fairfield, IA: Phoenix, AZ: Full time: Posted Yesterday: R-2025-258# **Job Summary**# **Key Deliverables and Responsibilities**Are you passionate about turning client insights into meaningful improvements? Cambridge is seeking a Client Experience Senior Consultant who can bring people together, lead continuous improvement initiatives, and help create more seamless and memorable client experiences.In this role, you will partner with Client Experience Leadership and teams across the organization to understand client needs, identify opportunities for improvement, and implement solutions that strengthen relationships and business outcomes. You will combine strategic thinking, data analysis, process improvement, and strong relationship-building skills to influence change across the organization.* 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.* Conduct GEMBA walks and develop journey and empathy maps based on client interactions and observations.* Coach associates, embedded leaders, and Green Belt participants while helping teams develop productive, collaborative working relationships.* Strategically implement client experience improvements and monitor results to ensure changes support established objectives.* Support the deployment of automation solutions, monitor performance, and report on resulting process improvements and efficiencies.* Manage multiple projects and responsibilities in a fast-paced environment while maintaining clear priorities and follow-through. # **What We Are Looking For*** Four or more years of related experience, education, training, or a combination of these qualifications.* Demonstrated experience leading projects and facilitating work across teams without direct supervisory authority.* Strong relationship-building, listening, communication, presentation, and stakeholder-influence skills.* Ability to translate complex concepts, data, and technical information into clear, actionable recommendations.* Experience identifying problems, evaluating potential causes, and adjusting plans in response to changing business needs.* Strong organizational and time-management skills, with the ability to establish objectives, schedules, priorities, and measures of success.* Ability to think strategically and align improvement efforts with broader organizational priorities.* Ability to travel up to 10%, including limited overnight travel when applicable* Preferred Certifications: Cambridge Client Service Excellence, Platinum Level, Lean Six Sigma, Green Belt certification**Location:** Fairfield, IA or Phoenix, AZ (Hybrid- 3 days onsite) **Salary:** $85,000-$95,000 # **Why Cambridge?**Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.* Premium benefit package including medical, vision, dental, life and long-term disability insurance* Vacation/sick time* 401K retirement plan with company matching program* Eleven paid holidaysYou can find more details about our comprehensive benefits package here.