Data & Insights Consultant

Role Summary

Data & Insights Consultant

1. Business Understanding & Problem Structuring

• Collaborate with stakeholders to understand business objectives, KPIs, and operational challenges
• Translate business problems into analytical questions and data models
• Define success metrics aligned with revenue, efficiency, and customer experience

2. Insight Generation & Analysis

• Analyze data across CRM, marketing platforms, and operational systems
• Identify trends, patterns, anomalies, and performance gaps
• Conduct:
• Funnel analysis (lead → conversion → revenue)
• Cohort and segmentation analysis
• Campaign performance and ROI analysis
• Provide
• clear “so what” insights
• , not just data summaries

3. Actionable Recommendations

• Translate insights into
• specific, implementable business actions
• **Identify opportunities for:**
• **Revenue growth**
• Cost optimization
• Process improvement
• Recommend automation, workflow improvements, and system enhancements

4. Stakeholder Engagement & Advisory

• Act as a
• trusted advisor
• to business and functional leaders
• Present insights in a simple, structured, and decision-focused manner
• Drive discussions around
• data-backed decision making

5. Dashboarding & Reporting (Light but Effective)

• Build and maintain
• focused dashboards
• using Power BI and Microsoft Excel
• Ensure dashboards highlight:
• Key KPIs
• Performance trends
• Action triggers
• Avoid over-engineered reporting; focus on usability and clarity

6. Data Integration & Collaboration

• Work with multiple systems such as CRM, ERP, and marketing tools
• Collaborate with technical teams for data extraction, integration, and validation
• Ensure data quality and consistency across sources

7. Continuous Improvement & Experimentation

• Suggest and evaluate A/B tests and optimization strategies
• Monitor impact of implemented actions and refine approach
• Drive a culture of
• data-led experimentation and improvement

Key Deliverables

• Weekly / monthly
• insight reports with actionable recommendations
• **KPI dashboards focused on business performance**
• **Funnel and customer journey analysis reports**
• **Data-backed improvement plans and impact tracking**

Experience

• 3–6 years in Business Analytics / Data Analytics / Consulting roles
• Experience working with business stakeholders (sales, marketing, operations)

Core Skills

• Strong analytical and problem-solving skills
• Ability to convert data into
• business insights and actions
• **Excellent communication and storytelling skills**

Technical Skills

• Proficiency in Power BI
• Advanced skills in Microsoft Excel
• Working knowledge of SQL
• Exposure to CRM and marketing platforms is a plus

Preferred Qualifications

• Experience in consulting or client-facing roles
• Exposure to automation tools (workflows, APIs, or integrations)
• Understanding of customer journey analytics and digital channels

Success Metrics (KPIs / KRAs)

• Quality and impact of insights delivered
• Measurable business improvements (conversion, revenue, efficiency)
• Stakeholder satisfaction and adoption of recommendations
• Reduction in manual reporting and improved decision speed

What We Are NOT Looking For

• Pure reporting or dashboard-focused profiles
• Candidates focused only on data extraction and visualization
• Limited business understanding with heavy tool dependency