Client Insights Analyst (Bankrate)
Requirements
• 2-4 years of experience in an analytically oriented role (e.g., analytics, strategy, operations) supporting customer-facing or commercial teams, or in Customer Success, Partner Management, or Account Management in a data-driven environment,
• Strong analytical skills with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, Power BI, etc.); SQL experience is a plus,
• Ability to interpret and translate complex information into clear, structured recommendations that influence decisions,
• Comfort engaging with partners and internal stakeholders, using insight and judgment to guide conversations,
• Strong written and verbal communication skills, with interest in partner-facing work,
• Organized, detail-oriented, and motivated by accountability and impact,
• Curiosity, ownership, and a desire to grow into broader customer-facing leadership over time
What the job involves
• In this role, you’ll sit at the intersection of analysis, strategy, and partnership—using data and judgment to help shape how financial institutions grow with Bankrate,
• You’ll take ownership of a portfolio of partners and work to understand what’s really driving their performance, where opportunity exists, and how to unlock better outcomes over time,
• As a Customer Success Manager, you won’t just report on results—you’ll influence them,
• You’ll translate complex performance data into clear points of view, guide partners and internal teams through trade-offs and decisions, and help turn insight into action,
• Along the way, you’ll build trusted relationships by bringing clarity, rigor, and a strong sense of ownership to every interaction,
• This role is an ideal next step for analytically minded professionals who want to move closer to the business—applying structured thinking in real partner conversations, shaping decisions that matter, and growing into broader customer-facing leadership over time,
• Take ownership of a portfolio of financial institution partners, helping guide their growth and long-term success through insight, judgment, and execution,
• Dig into performance data to understand what’s driving results, surface meaningful opportunities, and anticipate risks before they become issues,
• Turn analysis into perspective—developing clear recommendations that help partners and internal teams make smarter, more informed decisions,
• Lead partner business reviews and ongoing conversations that connect performance insights to strategy, priorities, and next actions,
• Work cross-functionally with Analytics, Product, Marketing, and Commercial teams to translate ideas into execution and measurable impact,
• Build strong, trust-based relationships by bringing clarity, rigor, and accountability to every interaction,
• Create and maintain a clear record of partner performance, risks, and action plans to ensure focus, follow-through, and results
Apply tot his job
Apply To this Job
• 2-4 years of experience in an analytically oriented role (e.g., analytics, strategy, operations) supporting customer-facing or commercial teams, or in Customer Success, Partner Management, or Account Management in a data-driven environment,
• Strong analytical skills with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, Power BI, etc.); SQL experience is a plus,
• Ability to interpret and translate complex information into clear, structured recommendations that influence decisions,
• Comfort engaging with partners and internal stakeholders, using insight and judgment to guide conversations,
• Strong written and verbal communication skills, with interest in partner-facing work,
• Organized, detail-oriented, and motivated by accountability and impact,
• Curiosity, ownership, and a desire to grow into broader customer-facing leadership over time
What the job involves
• In this role, you’ll sit at the intersection of analysis, strategy, and partnership—using data and judgment to help shape how financial institutions grow with Bankrate,
• You’ll take ownership of a portfolio of partners and work to understand what’s really driving their performance, where opportunity exists, and how to unlock better outcomes over time,
• As a Customer Success Manager, you won’t just report on results—you’ll influence them,
• You’ll translate complex performance data into clear points of view, guide partners and internal teams through trade-offs and decisions, and help turn insight into action,
• Along the way, you’ll build trusted relationships by bringing clarity, rigor, and a strong sense of ownership to every interaction,
• This role is an ideal next step for analytically minded professionals who want to move closer to the business—applying structured thinking in real partner conversations, shaping decisions that matter, and growing into broader customer-facing leadership over time,
• Take ownership of a portfolio of financial institution partners, helping guide their growth and long-term success through insight, judgment, and execution,
• Dig into performance data to understand what’s driving results, surface meaningful opportunities, and anticipate risks before they become issues,
• Turn analysis into perspective—developing clear recommendations that help partners and internal teams make smarter, more informed decisions,
• Lead partner business reviews and ongoing conversations that connect performance insights to strategy, priorities, and next actions,
• Work cross-functionally with Analytics, Product, Marketing, and Commercial teams to translate ideas into execution and measurable impact,
• Build strong, trust-based relationships by bringing clarity, rigor, and accountability to every interaction,
• Create and maintain a clear record of partner performance, risks, and action plans to ensure focus, follow-through, and results
Apply tot his job
Apply To this Job