Numerator · 5 hours ago
Sr. Consultant, Financial Services (Consumer Sector)
United States
Full-time
Remote
Senior Level
5+ years expNumerator is reinventing the market research industry by empowering leading brands and retailers with insights into consumer behavior. The Sr. Consultant in Financial Services will manage client engagements, providing strategic insights to inform investment decisions, and drive the growth of the financial services vertical.
AnalyticsBrand MarketingMarket Research
Responsibilities
Interface directly with FinServ clients that span investment teams and central data/insights teams, supporting their most pressing business questions and challenges
Leverage Numerator’s consumer panel and survey data to develop data-driven insights with a clear point of view and confidently present those insights to clients
Approach the role with curiosity and initiative, always digging into the question behind the question, connecting insights back to the client’s core objectives, and anticipating needs by delivering unprompted, value-added analysis when appropriate
Together with supporting client services team members, drive your assigned client(s) engagement and utilization of contracted resources (consulting hours, platform access, survey credits, and custom projects) to maximize return on investment, and provide an opportunity to expand relationships beyond existing parameters
Work with clients and your Numerator team to identify ways to better serve FinServ clients and scale the vertical, including developing new products, analyses/templates or interpretation of insights that are value-add to the investment process
Utilize your deep understanding of Numerator solutions and services to educate clients on key differentiators versus legacy approaches and competing offerings
Support sales efforts by participating throughout sales cycles and presentations as a subject matter expert and Numerator solutions guru, including occasional product demonstrations
Where necessary, assist with Financial Services-specific thought leadership content for clients, from webinars, and training materials, to blog posts and industry presentations
Travel, as required, to support the above responsibilities
Qualification
Required
Bachelor's Degree
5+ years relevant experience
Strong knowledge of and genuine interest in the continually evolving CPG, Retail & Restaurant industry and consumer investing landscape, across both public and private markets
Skilled at translating complex data into clear, compelling stories, with excellent written and verbal communication skills
Experienced presenting insights and recommendations directly to clients and prospects
Proven analytic skills: conceptualizing, analyzing, deriving insights from data, and designing an execution plan to derive results from insights
Skilled at building and managing customer relationships, including stakeholder management and effective project management skills
Strong MS Excel, PowerPoint, and Word skills a must
Knowledge of competitive product offerings including, but not limited to Consumer Edge, Retail Loyalty Card systems (Dunnhumby, 8451), National Consumer Panel (NCP), Nielsen, Circana, Ibotta, Fetch, or Yipit
Preferred
Master's Degree
Degree in Business, Economics or Finance
Experience as a financial analyst (investment team or sell-side research preferred)
Experience with Python and SQL
Experience in consulting, product, sales support, and/or service delivery function in relevant data / software industry (e.g. Nielsen, Circana, etc.)
Experience as a power user of Microsoft Excel and Business Intelligence software such as Tableau, Business Objects, etc
Company
Numerator
Numerator is a data and tech company that provides advanced technology for consumers to understand the market research industry.
5001-10000 employees
H1B Sponsorship
Numerator has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (4)
2022 (10)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$21.4MKey Investors
Bain Capital Ventures
2021-04-19Acquired
2014-06-19Series B· $16M
2013-05-01Series A· $5M
Leadership Team
E
Eric Belcher
CEO
Joshua Greenough
Chief Technology Officer
Recent News
2025-11-14
Talk Business & Politics
2025-11-08
Company data provided by crunchbase