Full-Time

Senior Manager

Enterprise Customer Insights and Speech Analytics

Confirmed live in the last 24 hours

Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and services

No salary listed

Senior, Expert

Muskegon, MI, USA + 1 more

More locations: White Plains, NY, USA

In Person

The job requires occasional travel to home offices up to 6 times a year.

Category
Strategy Development
Business Development
Business & Strategy
Required Skills
Data Science
Data Analysis
Requirements
  • High School Diploma with 10-11 years of relevant experience, particularly in contact center operations, data science or data analysis (Required)
  • Proven experience in managing and leading cross-functional teams (Required)
  • Extensive experience with Nexidia or similar AI speech analytics tools (Required)
  • Advanced knowledge of Microsoft Office products, including Word, Excel, and PowerPoint, particularly Excel for data analysis and PowerPoint for presentations (Required)
  • Excellent presentation skills with the ability to effectively communicate and present information to all levels of the organization, including senior management and external stakeholders (Required)
  • Proven commitment and experience to achieving excellence in customer satisfaction, process and product quality, and reliability (VOC, CSAT, CES) (Required)
Responsibilities
  • Ensure effective execution and expansion of the Nexidia AI speech analytics program, aligning it with business strategy across W&S and Gerber Life.
  • Align speech analytics initiatives with business goals to drive performance improvement, working closely with multiple business unit's senior leaders.
  • Act as a key liaison between key stakeholders to optimize speech analytics use across the enterprise.
  • Establish and lead the enterprise Nexidia Speech Analytics team, fostering a collaborative and innovative environment.
  • Facilitate communication and collaboration between the speech analytics team and other business units to maximize the impact of analytics insights.
  • Identify and prioritize opportunities to enhance customer experience, operational efficiency, compliance, and sales performance, in consultation with executive leadership.
  • Oversee the collection, analysis, and interpretation of data using the NICE/Nexidia Ecosystem, transforming it into actionable insights for key stakeholders.
  • Develop advanced analytic models, reports, and dashboards to present findings to key stakeholders, ensuring clear communication and present to all levels of leadership.
  • Lead change management efforts for smooth adoption of new tools and processes, working closely with all relevant teams across the enterprise, ensuring buy-in and support of key stakeholders.
  • Manage relationships with vendors, negotiate contracts, and ensure they meet organizational needs, coordinating with legal and executive teams.
  • Provide direction and development for associates through coaching, performance management, and training, encouraging a culture of continuous improvement and collaboration.
Desired Qualifications
  • Bachelor's Degree Data science, Business Analytics, Computer Science, Information Technology, or a related field. With 5-7 years of relevant experience, particularly in contact center operations, data science or data analysis (Preferred)
  • Associate's Degree Data science, Business Analytics, Computer Science, Information Technology, or a related field. With 8-9 years of relevant experience, particularly in contact center operations, data science or data analysis (Preferred)
  • Nexidia Certification, CallMine Certification or any other relevant speech analytics tool certification (Preferred)
  • Nexidia Certification, CallMiner Certification, or any other relevant speech analytics tool certification within 1 Year (Preferred)
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group offers financial products and services aimed at simplifying complex financial concepts for middle-market clients. They work directly with clients to understand their unique needs and provide tailored financial solutions that align with their goals. This personal approach, combined with a long history of financial stability since 1888, sets them apart from competitors. Their dedicated sales force, supported by management teams, focuses on delivering excellent service and building strong relationships based on integrity and loyalty. The company's goal is to provide practical financial solutions while maintaining a respectful and professional culture for both customers and employees.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized financial advice aligns with Western & Southern's service model.
  • Partnership with Fidelity enhances product offerings in the retirement income market.
  • Expansion of financial literacy programs supports Western & Southern's mission to simplify finance.

What critics are saying

  • Increased competition from Fidelity's Guaranteed Income Direct solution in the retirement market.
  • Exclusion from licensing in key states like New York limits market reach.
  • Reliance on face-to-face interactions may be challenged by digital financial service growth.

What makes Western & Southern Financial Group unique

  • Western & Southern offers personalized financial solutions through face-to-face client interactions.
  • The company has a long-standing reputation for financial stability since 1888.
  • Western & Southern collaborates with Fidelity Investments to offer innovative retirement income solutions.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.

U.S. Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets

PR Newswire
Dec 12th, 2023
Touchstone Investments Launches Dynamic International Etf To Expand Global Exposure

The Touchstone Dynamic International ETF is Sub-advised by Los Angeles Capital ManagementCINCINNATI, Dec. 12, 2023 /PRNewswire/ -- Touchstone Investments, known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), today announced the launch of the Touchstone Dynamic International ETF (TDI: NASDAQ), an actively-managed, fully-transparent ETF that seeks to invest in equity securities of non-U.S. companies domiciled in both developed and emerging markets, which began trading on December 11, 2023.In seeking to achieve its investment objective of capital appreciation, The Touchstone Dynamic International ETF is designed to offer investors a comprehensive framework of investments with broad international exposure. The strategy follows Los Angeles Capital Management's Dynamic Alpha Stock Selection Model®, an adaptive quantitative investment process that considers evolving market conditions and manages investment risk and alpha uncertainty, and weighs factors based on forward-looking expectations.Touchstone Investments launches dynamic international ETF to expand global exposure. Post thisTouchstone Investments' commitment to being Distinctively Active means executing a fully integrated and rigorous process for identifying and collaborating with best-in-class asset managers to sub-advise its funds. Like Touchstone's existing suite of ETF offerings, the Touchstone Dynamic International ETF offers potential for a more tax-efficient, cost competitive and transparent way to access Touchstone's investment strategies with no investment minimum."We are pleased to launch the Touchstone Dynamic International ETF in partnership with Los Angeles Capital Management given the team's unique investment process, designed to build equity portfolios that adapt to dynamic market conditions," said Blake Moore, president and chief executive officer of Touchstone Investments