Insight Delivery Manager

Oct 09, 2018
Job Listing Manager

Elicit is doing uncommonly interesting work in the customer centricity arena, including projects in technology and data management, customer research, data analysis and insight, customer experience, and marketing. The Insight Delivery Manager role is a “hybrid” role supporting both project management needs and insight strategy development and execution. In the project management capacity, this role serves as the quarterback of our projects: they must see the whole field, call the right plays, pass the ball at the right time to the right person, and sense and mitigate risks. In the insight strategy capacity, this role supports the gathering, definition, and clarification of insights from advanced analytics and research, and helps drive creative solutions and actionable strategies to achieve clients’ goals.

This role may be a good fit for you if friends and colleagues admire your ability to manage tactical needs with great attention to detail as well as your ability to contribute strategic recommendations. We want to talk with you about joining our team if you enjoy and are good at:

  • Finding order in chaos
  • Synthesizing and translating complex findings into curated, relevant, and useful deliverables
  • Managing dynamic needs across numerous concurrent work streams and staying on top of competing priorities in a fast-paced environment
  • Communicating effectively with large teams of internal and client stakeholders

It is expected that much of the Insight Delivery Manager’s work will be done from a home office, with some travel required in support of in-person collaboration with Elicit co-workers and on-site meetings at client offices.

  • Bachelor’s degree – preferably in school of business; advanced degree preferred
  • 5+ years of experience working with B2C business sectors, including retail, travel and hospitality, financial services, or healthcare (either directly or through an agency relationship) in roles involving exposure to data science and/or research activities, where project management skills were critical to job success
  • Strong analytical skills with the ability to recognize key trends and insights
  • Clear and creative thinking when finding a solution to a problem
  • Knowledge of and experience in end-to-end market research practices including survey design and analysis
  • Experience with online survey programming tools (e.g. Qualtrics) and survey analysis tools (e.g. SPSS)
  • Ability to juggle multiple complex work streams and deadlines simultaneously, without compromising quality
  • Excellent organization, communication, and follow-up skills
  • Excellent verbal, written, and presentation skills
  • Self-motivated and adaptable
  • Fluency in Excel, Word, and PowerPoint

Given the hybrid nature of the Insight Delivery Manager role, it is expected that this team member is well-equipped to support any of the following responsibilities. Needs will be heavier / lighter in one area vs. another over time, depending on current client engagements and resource plans.


  • Lead marketing research projects (quantitative and qualitative) including:
    • Audience targeting
    • Survey and discussion guide design
    • Analysis and summarization of results
    • Preparation of final reports
    • Client briefings on design, updates and findings
  • Co-develop strategic playbooks that help clients know how to apply the insight generated by the Elicit analytics and research teams to address their key business priorities
  • Assist with analysis and generation of key takeaways on smaller scale data studies geared towards answering marketing-related business questions
  • Assist with uncovering insights and telling stories from research and analytics, going beyond reporting of data to provide clients with the strategic narratives and actionable insights they need to make business decisions
  • Assist in defining strategy, interpreting results, and creating a set of strategic recommendations that can ultimately be leveraged to drive improved strategies across marketing, customer experience, product, and brand functions
  • Communicate deliverables in an engaging and collaborative manner that is easy to understand and that inspires client teams to embrace the work
  • Refine the research service offering by staying current with research best practices and survey tools, particularly to enhance the actionability of insights generated by the insights and data science team, and/or to improve efficiency
  • Collaborate with other team members to create/develop stream of insights and ideas for key clients
  • Contribute to Elicit’s market presence through PR, blog, and social media activities
  • Support the Elicit sales process through the creation of Elicit marketing materials such as Case Stories that help illustrate insights application and the value that’s been generated for our clients


Work collaboratively with client and internal team members to lead the following project management activities, which may apply to both internal and external projects:

  • Leverage project management best practices, and support the evolution of Elicit project management capabilities
  • Develop project charters
  • Create and manage project plans, including detailed timelines covering deliverable creation and internal review processes
  • Support Elicit and client team education about project scope and plans
  • Track all team activities across work streams
  • Identify new tasks and meetings needed
  • Support communication with internal and client teams about open items, due dates, and progress
  • Schedule, prepare for, facilitate, and follow up on project meetings – or ensure that another team member is on point to do so
    • Prepare agenda and other reference materials
    • Kick off and facilitate meetings; manage meeting time; recap action items before closing meeting
    • Consolidate, synthesize, and archive meeting notes
    • Send meeting recap to attendees, with focus on immediate action items
  • Support deliverable reviews to ensure deliverables address client business questions and match Elicit brand standards (including strong attention to detail and grammar)
  • Support frequent internal and client-facing project status and planning meetings, covering all open work streams, next steps, and upcoming plans
  • Prepare and distribute project status reports
  • Effectively communicate relevant project information to internal and client leadership on an ongoing basis
  • Ensure that project delivery matches contractual promises (deliverables, schedule, and budget) while proactively acknowledging the situation if client needs shift after contract execution
  • Minimize our exposure to risk, and identify and resolve and/or escalate issues and risks in a timely fashion
  • Proactively inform internal and client stakeholders of issues and risks and appropriately manage expectations
  • Track and report on deliverable hand-off, acceptance, and file locations
  • Manage budgets
    • Estimate, track, and proactively manage team member time allocation by work stream
    • Determine appropriate travel frequency, by team member, based on project needs and budget capacity
    • Manage fee and expense budget utilization on an ongoing basis, including management of team expectations for time allocation and travel
    • Monitor scope adjustments, manage scope creep, and execute Project Change Requests as needed


  • Continually seek opportunities to increase client satisfaction and deepen client relationships
  • Draft agendas and materials for executive-level client meetings that may be unrelated to specific projects
  • Maintain account on-boarding materials
    • Ensure that Elicit team members are following client standards (e.g., dress code, brand standards, cultural workplace tendencies, behavioral standards)
    • Maintain and distribute reference/training documentation pertaining to client intranet navigation, printer access, meeting room scheduling process, etc.
    • Create and manage client contact data
  • Help Elicit project teams stay up to date on client business news, including things like organizational changes and notable PR
  • Maintain up-to-date, co-branded templates (PowerPoint and Word, including presentation, agenda, and meeting notes templates)
  • Support file management in online collaboration tools (e.g., Box) – i.e., folder structure, folder access, version control, old document clean-out
  • Schedule internal and client-facing project discussions and arrange meeting space and food orders
  • Facilitate arrangements for building access, workspace, network and systems access, and other administrative needs
  • Manage account-specific billing tags in Elicit time entry and expense management systems
  • Review and approve expense reports
  • Support invoice preparation, invoice submission, and accounts receivable monitoring


  • Support proposal and statement of work (SOW) development
    • Prepare for and facilitate internal proposal development workshops
    • Coordinate with team members to create estimates and support resource planning
    • Support proposal and SOW document creation and reviews
  • Support ‘voice of client’ processes designed to collect, acknowledge, and respond to client feedback in the interest of the best possible partnership

Elicit is an award-winning customer science and strategy consultancy that helps clients collect and organize the right customer data, glean meaningful insight from that data, and ensure that this insight directly informs their product, experience, and marketing decisions. With a portfolio of Fortune 500 clients that includes Southwest Airlines, McAfee, Galderma, HomeAway, Fossil, GameStop, Hospital Corporation of America (HCA), Sephora, BevMo!, and Pier 1 Imports, Elicit architects customer intelligence and business strategies that result in stronger customer engagement and increased profits. Learn more about our award-winning philosophy at Elicit has also been recognized as a Best Place to Work.

We want self-motivated candidates who will thrive in an entrepreneurial environment, combining their deep analytical skills and an innate curiosity about discovering patterns in customer data with a focused commitment to client success and a strong team ethic. In return, we offer successful candidates a dynamic and intellectually stimulating work environment with an opportunity to make an immediate impact in a young, growing consultancy, solving interesting and challenging problems for Fortune 250 clients.


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