Customer Performance Insights Lead

Our client, a leading international player in the financial services sector with modern offices in the Zurich area, is looking for a Customer Performance Insights Lead (a) in a temporary assignment for 6 months to start immediately.

Depending on the selected candidate's performance and motivation, the possibility of an extension or a permanent take over is possible.

Customer Performance Insights Lead (a)

Our client, a leading international player in the financial services sector with modern offices in the Zurich area, is looking for a Customer Performance Insights Lead (a) in a temporary assignment for 6 months to start immediately.

Depending on the selected candidate's performance and motivation, there is a strong possibility of an extension or a permanent take over.

Hybrid work model.

Please note: Only applications till 4th August can be considered.

Description

The focus of this role lies on evaluating and enhancing customer performance through collecting, maintaining, automating, modelling, and forecasting their customer KPIs. Leveraging automation and AI will be key to streamlining processes, enabling deeper insights, and driving impactful action.

The responsibilities of the selected candidate will include the following:

• Championing customer-focused insights to drive action and support the organization through training and guidance.
• Leading the automation and AI-driven transformation of KPI reporting and insights, designing requirements and outputs in line with business needs.
• Managing all aspects of Customer KPI data: collecting, maintaining, forecasting, and automating reporting for business reviews, action planning, target setting, HR, Finance, Investor Relations, and ad hoc requests.
• Translating analytic insights into actionable business recommendations.
• Ensuring seamless and accurate automated data delivery between internal platforms.
• Conducting forecasting, scenario planning, and modelling to anticipate changes and support business decisions.
• Integrating customer KPIs with financial data, using advanced analytics and AI tools to strengthen business relevance.
• Maintaining a systematic, accessible KPI database for stakeholders.
• Developing and maintaining an annual calendar of Customer KPI reporting reflecting business processes, key decision points, and business investments impacting KPI performance.

Profile

In order to be considered for this role, the selected candidate must have:

• Bachelor's or master's degree (, in business studies/administration, research, data science, psychology, behaviour science, customer or change management).
• Passion for data analysis, automation, and actionable insights tailored to stakeholder requirements.
• 5-8 years in analytics translating numbers to business implications, with proven experience managing customer KPIs.
• Hands-on experience implementing AI-driven automated processes and reporting solutions.
• Advanced skills in data tools (Excel, SPSS, or equivalent) and statistical analysis (, modeling, correlation)
• Strong attention to detail and focus on accuracy avoiding errors.
• Experience working in global, cross-cultural environments.
• Demonstrated ability to link customer and financial data for business impact.
• Sense of urgency and ability to work under pressure with multiple demands and short delivery deadlines
• Excellent analytical, communication, and stakeholder management skills
• Business Fluency in English

Nice-to haves:

• Experience with automating KPIs
• Experience with managing leadership performance KPIs
• Hand on experience building automated solutions

Job Offer

Leverage automation and AI to streamline processes, enabling deeper insights, and drive impactful action at a successful international player in the financial services.

Hybrid work model.

Strong extension option.

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