Enterprise Insights Specialist – Field Research and Operations
$70,320.00
ApplyEnterprise Insights Specialist – Field Research and Operations
Posted 10 days ago
SENIORITY
Lead
SALARY
$70,320.00
About the role
- Help track and coordinate field research projects from intake through delivery.
- Track research initiatives, timelines, deliverables, and stakeholder communications.
- Maintain and enhance research repositories, knowledge management systems, and insight-sharing processes.
- Leverage AI and other technology solutions to improve insight discoverability and operational efficiency.
- Partner with cross-functional stakeholders to support research planning, execution, and implementation.
- Maintain field research panels, ensuring quality and accuracy.
- Identify and implement process improvements that streamline workflows and enhance team effectiveness.
- Help connect research findings across studies to create a broader understanding of field needs, behaviors, and opportunities.
- SkillsYou Have: Minimum of 2-3 years' experience/knowledge desired in consumer insights, research & project management.
- Direct to consumer (B2C) and direct to advisors (B2B) category experience preferred.
- Working knowledge of Qualtrics and PowerBI.Exposure and experience to custom research methodologies such as concept testing, communications evaluation and syndicated data collection/research.
- Expertise using MS Office tools such as Excel, Word and syndicated tools for project tracking.
- Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
- Degree in business, marketing, social sciences, statistics or related field.
- Strong organizational and knowledge management skills
- Strong business acumen.
- Financial Services Experience Not Required; but must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products.
- Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills. Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise.
- Acts in the best interest of the field / consumer / clients and the company.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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