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Act as the primary liaison to the organization, representing your clients needs and driving alignment with broader capabilities and initiatives.
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Consult on strategic business priorities to identify solutions that offer the highest value and greatest impact.
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Facilitate collaboration across stakeholders and teams to ensure seamless execution, prioritization, and follow-through of efforts. Monitor progress and outcomes to ensure solutions are delivering value and meeting the needs of stakeholders.
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Educate business partners in BI tools, capabilities, and data literacy concepts to foster a culture of data-driven decision-making.
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Help define, refine, and translate business needs into data questions, metrics, and solutions that align with Operational goals.
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Identify overlapping business needs and opportunities to scale solutions across teams for greater efficiency and impact.
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Serve as a change agent helping leaders adopt new ways of thinking about and using data through consultative guidance and empathetic support.
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Stay informed about the IT roadmap and upcoming initiatives to proactively guide business partners and manage expectations.
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Maintain clear, concise documentation of needs and decisions.
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Proficient in tools such as Excel, PowerPoint, and data visualization platforms (e.g., Tableau, PowerBI); not expected to be a technical expert but comfortable working within a business intelligence ecosystem.
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Strong understanding of how data and analytics support business operations, particularly within underwriting domains.
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Strategic thinker with strong problem-solving skills and a systems mindset; able to ask the right questions, synthesize insights across lines of business, and guide stakeholders through ambiguity.
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Solid understanding of financial services product offerings, distribution channels, and the competitive landscape, with the ability to translate external trends into internal strategy
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Familiarity with one or more operational domains (e.g., Pharma, Biotech, or Life Science etc.), with the ability to tailor analytics solutions to the unique needs and workflows of each area.
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Proven ability to communicate the strategic value of data and analytics, and to guide cross-functional stakeholders in developing and adopting data strategies across business units.
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Exposure to business intelligence concepts such as KPIs vs metrics, data governance, or data literacy.
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Excellent communication and interpersonal skills, with the ability to build trust, influence without authority, and communicate complex concepts clearly to non-technical audiences.
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Excellent documentation skills with the ability to clearly capture and communicate business needs, statuses, and outcomes to both technical and non-technical audiences.
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Strong organizational skills and ability to manage multiple initiatives while maintaining attention to detail and a focus on value.
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Ability to navigate complex stakeholder environments and drive alignment across diverse perspectives.
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Experience in supporting change management efforts or influencing adoption of new tools, processes, or cultural shifts.
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Adept at identifying themes, synthesizing information, and drawing meaningful insights from conversations and data.
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