Client Analytics Resume Sample

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Eugenia Schuppe
1772 Hirthe Coves,  Los Angeles, CA
+1 (555) 819 3428

Work Experience

Client Analytics Manager
09/2017 - PRESENT
Philadelphia, PA
  • Strong presentation skills – written and oral; analytics presentations to all levels of internal and client organizations including the C-suite
  • Collaborate with clients on defining measurable impacts, designing testing approaches, and tying results to actionable next steps and recommendations
  • Create and document workflow and best practice visualization creation and automation processes
  • Creates effective case studies and other sales support materials
  • Trains, mentors, develops junior analysts
  • Work on an interdisciplinary team with engagement design, sales, project management and engineering
  • Design and analyze the effectiveness of customer programs for a set of accounts, and provide input to the development of new products
  • This is a vital role working with both internal groups and external customers. The overall goal is to deliver effective programs with positive return on investments by transforming structured and unstructured data into marketable analytics products and services
BRS Client Analytics
07/2011 - 04/2017
New York, NY
  • Work together with Health Engagement Design, Project Management and Data Management (IT) teams on new program designs and new client implementations
  • Support other (non-standard) products and offerings by providing insights that can be extracted/inferred from the client’s data
  • Provide expertise on mathematical concepts for the broader analytics team and inspire the adoption of advanced analytics and data science across the entire breadth of our organization
  • Prepare ad-hoc reports and presentations documenting analytic methods and results
  • Support the full capabilities of BlackRock’s proprietary analytics to investment and risk professionals through modeling and reporting capabilities to help users understand their security and portfolio level exposures
  • Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance
  • Providing thought leadership in support of the ongoing strategic development of LPL’s client analytics capabilities
Institutional Clients Group Client Analytics
07/2008 - 05/2011
Chicago, IL
  • Coordinate projects across multiple internal teams to help clients take full advantage of Aladdin’s risk and analytics capabilities
  • Represent clients with internal BRS teams to assess priorities and provide clarity on the client’s business motivations
  • Mentor and possibly manage junior members of the analytics team
  • Client profitability analysis, which involves applying costs against client revenues. The model incorporates time surveys, CRM activity tracking, client revenues, transactions, BCE and any third-party data that can enrich a salesperson’s understanding of the account for example, survey data and market share data
  • Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance attribution
  • Establishes and implements strategy to meet create external client-centric analytics & reporting, both proactively and by request. Leads ongoing process to ensure that client’s business needs are met
  • Strong writing ability and communication skills


University of New Hampshire at Manchester
2003 - 2007
Bachelor's Degree in Business

Professional Skills

  • Excellent strategic thinking and business consulting and acumen skills to help internal partners define their analytics needs
  • Strong SAS and/or SQL programming skills
  • Strong leadership skills and a passion for driving team culture
  • Excellent PowerPoint and Excel skills to prepare executive-level communications and presentations and execute complex analyses
  • Strong communication skills to develop effective presentations and to present to leaders
  • Analytical and quantitative skills, as well as the ability to use data to tell a compelling story that drives important decisions
  • Expert skills in Microsoft Excel, and PowerPoint

How to write Client Analytics Resume

Client Analytics role is responsible for analytical, powerpoint, excel, microsoft, design, retail, finance, credit, training, analysis.
To write great resume for client analytics job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Analytics Resume

The section contact information is important in your client analytics resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Analytics Resume

The section work experience is an essential part of your client analytics resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client analytics responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client analytics position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Analytics resume experience can include:

  • Enhance our customers' experiences, including expanding their digital and robo-advisor engagement
  • Solid understanding of the Client Engagement Model
  • Build and maintain strong working relationships with related Front Office, Compliance, Finance and Operations areas
  • Experience in technical staff management
  • Relevant experience in finance, business management, or related area
  • Evolving and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance attribution

Education on a Client Analytics Resume

Make sure to make education a priority on your client analytics resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client analytics experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Analytics Resume

When listing skills on your client analytics resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical client analytics skills:

  • Experience with clients; experience with claims data and/or clinical data required
  • Strong preference for healthcare related industry experience
  • Direct experience with analytics, reporting, data mining, advanced analytical modeling, and data visualization
  • Experience managing analytics teams, leading complex analytics projects and working with large data sets
  • Work experience in business related function, e.g., analytics, modeling, product management, finance, and management consulting
  • Demonstrated ability to explain complex concepts using reporting and data visualization tools

List of Typical Experience For a Client Analytics Resume


Experience For Client Analytics Manager Resume

  • Advanced data blending / manipulation skills using SQL and/or tools like Alteryx or Paxata
  • Understanding of the Cox Automotive product offerings and key metrics associated with each solution
  • Passion for and understanding of the automotive industry and ecosystem
  • Align team goals objectives with the firm’s objectives
  • Create company’s Client Analytics team, acting as primary Analytics point of contact for internal clients. Act as the focal point for Sales, Client Success for Analytics
  • Represent company’s analytic expertise and leadership to clients, partners, and internal teams. Participate in key client meetings

Experience For Director, Client Analytics Resume

  • Conducts quantitative research and analysis, often complex in nature
  • Research, codify, test, implement, and measure performance interventions
  • Create process, workflow, and administrative rigor around a net new function at athena
  • Influence and engage with a broader set of athena teams across the life cycle of clients to coordinate efforts on performance improvement
  • Support a team that builds and generates prescriptive analytics to a variety of stakeholders to drive clear next steps/action on achieving client success and overall performance improvement
  • Participate in and lead research and analysis projects that span a variety of topics across athena’s operations, finance, product, and client teams

Experience For Client Analytics Development Lead Resume

  • Coordinate with internal teams to influence the creation of net new data assets
  • Experience with a least one programming and/or data-extraction language (e.g., SQL, R, Python). Willingness to learn Oracle SQL quickly and at an expert level, and to learn other data extraction/programming languages as needed
  • Proactively gather, analyze, and synthesize Cox Automotive data across all areas of the client’s business highlighting client performance against agreed upon performance metrics and industry KPIs
  • Seek out new ways to leverage client and Cox Automotive data to unlock value and performance recommendations for dealer group clients of Cox Automotive
  • Thrive in a fast-paced, agile environment and respond to senior level executive requests smartly
  • Identify and drive towards the “so what” with each business analysis or request presented
  • Partnership with analytic peers across Cox Automotive to deliver a seamless view of client and Cox Automotive performance across a specific book of business

Experience For BRS Client Analytics Resume

  • Communicate requests to business owners at a proper level, using a combination of data-based and visual story telling (PowerPoint, Excel, Tableau, SFDC Einstein / Wave Analytics, charts, graphs, tables, etc.)
  • Continuous learning and training to stay up to speed on the latest industry trends and data analytic innovations including capabilities to translate metrics into usable client insight
  • An ability to draw connections between data metrics and potential business drivers
  • Quantitative experience and ability to manipulate data and support analytical models in a variety of applications including R, Python, Alteryx, or Excel to answer business questions
  • Work on an interdisciplinary team with engagement design, sales, and account management
  • Prepare and deliver insightful presentations and actionable recommendations and communicate complex material in layman's terms to educate customers on analytical findings and implications using storytelling and data visualization

Experience For CIB Institutional Access Group Client Analytics VP Resume

  • Assemble and evaluate data such that new insights, solutions, and visualizations can be derived
  • Develop a deep understanding of analytical needs in order to enable the customer data assets, keying and linking concepts to analyze internal and external health engagement data to create insights
  • Conduct deep dives in current customer experiences by translating high level business problems into more specific questions which can be then be answered by data-driven analysis
  • Represent the team in meetings
  • Coordinate with business groups to collect and manage information
  • Draft hypotheses, analyze data, and draw conclusions to determine relationships between client satisfaction and client profiles, revenue, profitability, and wallet opportunity and share
  • Optimize our direct marketing initiatives

Experience For Institutional Clients Group Client Analytics Resume

  • Socialize results with business groups and incorporate feedback as appropriate
  • Yield insights into complex business opportunities and challenges
  • Fully understand and predict our customers’ behaviors and needs
  • Help our financial advisors grow their businesses and be more efficient
  • Help communicate analytics insights to business leaders and financial advisors

Experience For Client Analytics Group VP / Director Resume

  • Manage a team of four India-based analytics analysts
  • [Secondary Function]
  • [Primary Function]

List of Typical Skills For a Client Analytics Resume


Skills For Client Analytics Manager Resume

  • Excellent working knowledge of Statistics
  • Able to work in a fast-paced environment with little direction and frequently changing priorities
  • Alteryx or SQL experience
  • Experience in asset allocation / multiple asset class analysis
  • Be independent, to represent the team in meetings, to mentor less experienced team members
  • Experience with AWS, SQL, Python, Alteryx, and or Tableau desired
  • Demonstrated ability to understand and influence business partners
  • Demonstrated ability to be successful within a fast pace, complex, matrixed environment
  • Any BI Tool experience, preferably Tableau

Skills For Director, Client Analytics Resume

  • 1+ Healthcare industry experience, preferable in the payor/HEDIS/Quality space
  • Oversee development of algorithms for data validation, membership/payment reconciliation, and PCP attribution
  • Experience in healthcare data claims analysis, statistical analysis, segmentation, predictive modeling, A/B testing, data mining, and project management
  • Demonstrated familiarity with Tableau, SQL and/or similar BI tools required
  • Working in a matrix cross functional environment
  • Outstanding analytics project design and execution talents

Skills For Client Analytics Development Lead Resume

  • Working knowledge of Medicaid LOB and health plans
  • Refine and manage a client segmentation framework, including performance monitoring, opportunity identification and portfolio forecasting
  • Develop client reports using our business intelligence tool; train, support, and assist users with reporting needs
  • Knack for summarizing / translating complex technical concepts into simple communications / stories
  • Set up and conduct Statistical experiments using clinical data
  • Familiarity with basic statistical testing methods
  • Develop models that link client data with product, sales and channel metrics to evaluate acquisition, retention and client management strategies
  • Develop and prioritize targeted client opportunities based on overall business and sales objectives, client profiles and attributes (e.g., holdings, life stage, credit worthiness) and channel capacity

Skills For BRS Client Analytics Resume

  • Perform robust post-campaign analysis and ad-hoc deep dive analyses to address specific business problems / hypotheses
  • Support multi-channel campaign delivery across multiple channels (e.g., email, targeted online offer, call centre)
  • Work internally within Simplii and across LOBs to gather and analyze relevant client, product, financial, and competitive data to develop quantifiable, fact-based opportunities
  • Prepare comprehensive presentations as needed to highlight key insights from deep dive analysis along with any recommendations that can be adopted to help address gaps or opportunities
  • Serve as a functioning business analyst in collecting, analyzing, and providing project business requirements. Participate in various workshops, surveys and meetings
  • Drive solutions to business initiatives and requests

Skills For CIB Institutional Access Group Client Analytics VP Resume

  • Interface and work closely with business units to understand their needs and secure appropriate buy-in / signoff throughout project lifecycle
  • Produce or contribute to the objectives of project / programme plans, business / benefits case and business requirements definition. Identify opportunities to improve process and controls
  • Profile ICG’s clients based on industry, region, market cap, and subsidiary footprint to identify revenue, capital and targeting opportunities
  • Understand the Street’s banking competitive landscape and analyze Citi’s competitive share position, strength and weakness by sector, region and country
  • People management experience and leading high-performing teams
  • Demonstrates intellectual curiosity and initiative by identifying issues and recommending solutions
  • Tableau or other visualization tool experience
  • Analyze feedback from Voice of Client (VoC) surveys to improve Citi’s relationships

Skills For Institutional Clients Group Client Analytics Resume

  • Strong strategic thinking, planning, problem solving/analytical, financial analysis, relationship, influencing and oral and written communication skills are required
  • Work in a fast paced collaborative cross functional environment
  • Trouble-shoot data quality issues and problem solve to answer key questions
  • Demonstrates ability to lead and manage projects within the team as well as the ability to collaborate and develop/maintain working relationships to enable effective completion of business objectives
  • Subject matter expertise in one or more of the following: retail advisory, high net worth advisory, investment management, investment strategy, or consulting
  • Analyze information, using logic and processes to address work-related issues and problems
  • Use of SAS statistical analysis software required
  • Manipulate and analyze large databases
  • Manage multiple clients and produce results on a rigid time schedule

Skills For Client Analytics Group VP / Director Resume

  • Up to 10% travel requirement
  • Work proficiently with Microsoft Office Suite, Tableau, and/or SQL
  • Prepare, cleanse, manipulate and analyze large databases
  • Perform well in an interdisciplinary team environment, with employees at all levels, to achieve business goals
  • Design, set up and develop complex clinical programs in SAS
  • In-depth knowledge of NCQA HEDIS, QRS and Star Measures
  • Frame analyses in a way that considers the clients’ point of view and to advocate for the best interests of clients through the development of data-driven insights for decision-making executives

Skills For VP, Client Analytics Resume

  • Serve as connection point and “ambassador” for the CT-based and remote CPG Retail Client Analytics team with other CO-based Data Science, Go to Market, Product, and Operations team. Your presence in ODC’s Westminster CO-based headquarters is key to your ability to fulfill this need; location is thus not negotiable
  • Interpret complex datasets for insights
  • Establish and maintain excellent rapport with clients/market teams; manage requests, present findings, and offer analytic solutions to support strategic initiatives
  • Implement analytic directives from clients and senior management; gather requirements, prioritize requests, and manage projects
  • Lead and mentor a team of analysts; develop learning activities and development opportunities
  • Ensure that tight deadlines are met for internal and external deliverables

Skills For VP Aladdin Business, Client Analytics Group Resume

  • Develop and implement quality control protocols; ensure data quality and report accuracy
  • Gather industry-standard and , ROI Analyses, and research
  • Understand complicated problems and supply concise and relevant answers; ability to make informed and data-based recommendations
  • Experience in market research, direct marketing analytics or business consulting roles using data and information to drive business and product strategy
  • Hands-on experience with statistical tools and visualization software (SAS, SPSS, R and Tableau) and the ability to learn new tools and come up to speed quickly
  • Present findings – at a technical or non-technical level – to internal or external stakeholders of highly varying technical expertise
  • Maintain composure in stressful situations and to meet deadlines with ongoing projects in flight
  • Experience in consumer research, marketing analytics or business consulting roles using data and information to drive business and product strategy

Skills For ICG Client Analytics Resume

  • Strong preference for candidates with experience working with healthcare data, quality reporting, financial analysis, market research, consumer engagement programs and/or consumer behavior analysis
  • Contribute to design of survey programs from respondent selection to questionnaire design to reporting and analysis
  • Work with operations and technology to develop tools to automate processes and reporting
  • Create and establish new analytical techniques, metrics, and reporting tools that support our customers
  • Identify relevant data sources within Cox Auto to feed analytical models and performance reporting
  • Build analytical datasets and logical models to address business needs leveraging our AWS environment and any code / logic that currently exists

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