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Sympera AI

AI-powered platform for relationship banking

Manager, Customer Insights

Strategy & Management ConsultingConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USANo salary listedIn-person

About the Job

Requirements

  • 3–5 years of experience in consulting, category management, or merchandising.
  • Direct client-facing experience in grocery retail or consumer packaged goods.
  • Ability to work independently in a client-embedded environment.
  • Experience coaching or training client teams on analytics tools.
  • Proficiency with business intelligence tools such as Power BI, Tableau, or similar platforms.
  • Strong working knowledge of customer and loyalty data.
  • Bachelor's degree in Business, Analytics, or a related field.
  • Demonstrated consultative problem-solving approach.

Responsibilities

  • Serve as the day-to-day customer insights partner for assigned clients, remaining present, engaged, and proactively adding value.
  • Build trusted relationships with category managers, merchants, and senior leaders through consistent delivery and deep business understanding.
  • Represent SymphonyAI on-site or virtually as an extension of the client's team.
  • Manage a project queue, prioritize competing demands, and deliver without relying on escalation or hand-holding.
  • Probe client questions to understand the underlying business problem, working with the senior team as needed.
  • Lead end-to-end analytical projects from data pull through synthesis, storytelling, and recommendation.
  • Convert customer, loyalty, and merchandising data outputs into clear, decision-ready insights.
  • Ensure deliverables explain the implications and recommended actions, not only what happened.
  • Validate work to maintain quality and rigor before client delivery.
  • Use AI tools for day-to-day analysis, synthesis, drafting, and problem-solving.
  • Help clients understand, interpret, and trust AI-driven insights from SymphonyAI platforms by explaining them in plain language and business terms.
  • Translate AI outputs into actionable and credible recommendations.
  • Partner with consumer packaged goods groups on joint business planning and category-level insights.
  • Contribute to best practices, training materials, and team knowledge-sharing.
  • Participate in quality control and validation of reporting and data outputs.
  • Support team and client meeting preparation by contributing client knowledge.

Desired Qualifications

  • Actively use AI tools such as ChatGPT, Claude, Gemini, or Copilot in day-to-day work.
  • Experience helping clients adopt or trust AI-driven analytics outputs.
  • MBA or Master's degree.
  • Hands-on SQL or data querying capability.
  • Experience with SymphonyAI or similar retail analytics software-as-a-service.

About the Company

Sympera AI

AI-powered platform for relationship banking

Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.

Company size
11-50
Company stage
Seed
Total funding
$10M
Headquarters
New York City, New York
Founded
2024

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