Managing Consultant, Executive Insights

Primary Purpose

As a Managing Consultant, Executive Insights, you are responsible for leading executive‑level customer engagements that translate complex interaction data into clear, credible, and outcome‑driven business narratives. In this role, you will act as a trusted advisor to senior customer audiences, synthesizing analytical insights and mapping them to specific technologies, use cases, and measurable business outcomes.

You will partner closely with Advanced Analytics, Experience Intelligence, Product, and go‑to‑market teams to deliver high‑impact insights in strategic customer situations. In addition to customer engagement leadership, this role plays a critical part in advancing the Executive Insights / Value Insights offering as new data sources, use cases, and analytical capabilities are introduced.

The ideal candidate is intellectually curious, business‑oriented, and highly credible with executive audiences, with the ability to distill complexity into focused, actionable insight.

Primary Functions / Responsibilities

• Serve as the primary lead and presenter for executive‑level insights engagements with Director‑level through C‑suite customer audiences.2
• Translate analytical findings into clear, executive‑ready narratives that articulate key business challenges and opportunities, why they matter, how they can be addressed using specific technologies and capabilities, and expected business outcomes
• Map insights surfaced in customer interaction data to concrete AI, automation, and CX technology use cases to drive action and impact.
• Synthesize inputs from analytics, automation, and product teams, focusing on interpretation and storytelling rather than raw data production.
• Actively contribute to the evolution of the Executive Insights offering, helping expand supported use cases, datasets, and analytical approaches based on field experience.
• Provide structured feedback to Analytics, Product, and Research teams to inform ongoing improvements and future capability development.
• Partner with account teams and sales leadership to prepare for strategic customer engagements, including executive briefings, QBRs, and competitive situations.
• Maintain a high bar for credibility and consistency in senior‑level customer conversations.
• Educate internal teams on how insights, technology, and business outcomes connect, supporting effective and appropriate use of advanced analytics deliverables.
• As the Advanced Analytics and Experience Intelligence organization continues to evolve, support related initiatives, projects, or strategic engagements as needed.

Required Education

Bachelor’s degree in Business, Analytics, Strategy, Finance, Management, or a related field.

Master’s degree preferred.

Required Experience / Skills

• 7+ years of experience in a consultative, customer‑facing role (e.g., management consulting, strategy, analytics advisory, presales, or similar)
• Demonstrated experience presenting complex analytical or technical concepts to senior business audiences
• Strong ability to articulate business value and outcomes derived from data and technology
• Proven executive communication skills, both verbal and written
• Ability to create and deliver polished, executive‑ready presentations using Microsoft PowerPoint
• Comfort operating in ambiguous environments and adapting in live executive discussions
• Ability to collaborate effectively across cross‑functional teams
• Ability to work with sales leadership and account teams in strategic opportunity contexts
• Demonstrated initiative and ability to work independently
• Ability to manage multiple priorities and deadlines simultaneously
• Willingness to travel up to approximately 25%.

Preferred Experience

• Background in management consulting or strategy roles
• Experience with CX, AI, automation, contact center or analytics platforms
• Prior experience leading executive briefings, readouts, or strategic advisory engagements

This job description is not intended to be all‑inclusive, and the employee will also perform other reasonable related business duties as assigned by management.