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Analyst Engagement Jobs in Wisconsin (NOW HIRING)

Texas Health Institute

WI · On-site

$118 - $237/hr

Measure engagement equity across member populations, applying population health and SDOH frameworks to identify which cohorts - rural, dual-eligible, limited English proficiency, no reliable phone ...

Envista

Customer Engagement Representative

Madison, WI · On-site

$21.80 - $26.70/hr

The Customer Engagement Representative is responsible for qualifying warm leads through Marketing ... Good analytical and conceptual thinking skills required. * Ability to build and maintain good ...

Cacheflow

WI · On-site

$143 - $246/hr

CSQ427R242 The Lead Engagement Manager delivers measurable impact for our Communications, Media ... apps, analytics and agents. Headquartered in San Francisco with 30+ offices around the globe ...

Abbott

Offensive Security Analyst

Madison, WI · On-site

Working within defined methodologies, scope, and Rules of Engagement, the analyst develops hands on offensive security expertise while producing clear, actionable findings that measurably improve ...

Abbott

Offensive Security Analyst

Madison, WI · On-site

Working within defined methodologies, scope, and Rules of Engagement, the analyst develops hands on offensive security expertise while producing clear, actionable findings that measurably improve ...

Dove Healthcare

$60 - $75/hr

Recruitment & Engagement Specialist Help Us Find People Who Make a Difference! At Dove Healthcare, ... Track and analyze 90-day new-hire turnover and overall retention, turning data into actionable ...

3B Staffing LLC

Senior Business Analyst

Monona, WI · Remote

$96K - $124K/yr

Leading stakeholder engagement sessions to identify and prioritize business needs * Documenting ... Conducting gap analysis, data mapping, and reporting requirements * Assisting in system testing and ...

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Analyst Engagement information

What is an analyst engagement?

Analyst Engagement roles focus on building and managing relationships between a company and industry analysts. These professionals coordinate briefings, provide information about products or services, and ensure analysts have an accurate understanding of the company’s positioning in the market. They play a key role in shaping how analysts perceive the organization, which can influence industry reports and market reputation. Analyst Engagement specialists often collaborate with marketing, communications, and product teams to deliver consistent and strategic messaging.

How does an analyst engagement professional typically collaborate with internal teams to support business objectives?

An Analyst Engagement professional works closely with internal teams such as marketing, product management, and communications to ensure consistent messaging and strategic alignment when interacting with industry analysts. They often coordinate briefings, gather insights from analysts, and relay relevant feedback to internal stakeholders. This collaboration helps the organization position its products or services effectively in the market and adapt to industry trends. Strong communication and project management skills are essential for facilitating cross-functional teamwork and maximizing the value of analyst relationships.

What are the key skills and qualifications needed to thrive as an analyst engagement professional, and why are they important?

To excel as an Analyst Engagement professional, you need a solid background in market research, business analysis, and stakeholder management, typically supported by a degree in business, marketing, or communications. Familiarity with CRM platforms, analytics tools, and virtual meeting software is commonly required. Exceptional interpersonal skills, proactive communication, and strategic thinking set top performers apart in building and maintaining analyst relationships. These competencies are crucial for effectively conveying organizational value, gathering actionable insights, and driving positive analyst perception.

What cities in Wisconsin are hiring for Analyst Engagement jobs?

Cities in Wisconsin with the most Analyst Engagement job openings:

Analyst Engagement jobs near you

ESOP Engagement Consultant

ESOP Partners

Appleton, WI • On-site

Full-time

Posted 4 days ago

Job description

JOB TITLE: ESOP Engagement Consultant
DEPARTMENT: ESOP Consulting
REPORTS TO: Director of Consulting
About ESOP Partners, Inc.
ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.
We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:
  • Seek to Understand - We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.
  • Manage Expectations - We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.
  • Collaborate - We work together through constructive discussion and teamwork to achieve win-win outcomes.
  • Get Things Done - We prioritize, organize, and execute efficiently to deliver accurate and timely results.
  • Practice Professional Skepticism - We apply a questioning mindset to objectively analyze information for quality and accuracy.
  • Exhibit Mental Strength - We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

Position Summary
The ESOP Engagement Consultant is responsible for executing the ESOP Partners ESOP Care™ proprietary process and assisting in the development and delivery of ESOP culture educational services for all ESOP Partners clients. This position uses a proactive consulting process to actively listen and identify the true pain points employee-owned companies experience in communicating their ESOP benefits to their employees and leadership teams. Working alongside the client, the Consultant will proactively plan and develop key initiatives to transform the way the client's employees and leadership teams think and act as an employee-owners. This position maintains overall quality relations with existing clients and provides subject matter expert (SME) guidance to support sales consultants in converting qualified leads into new clients for ESOP Partners.
Position Details
  • Location: In-office position based in Appleton, Wisconsin
  • Position Type: Full-time | Exempt
  • Work Schedule: Average of 45 hours per week
  • Experience Level: 2-3 years public speaking experience
  • Travel: Estimated 10 business days a month. Travel varies and can be via plane or car to another city or state.

Key Accountabilities
Essential duties include, but are not limited to:
Client Relationship Management
  • Build and maintain trusted, professional relationships with assigned clients.
  • Establish clear expectations, priorities, timelines, and communication rhythms annually.
  • Conduct client meetings with a clear purpose, agenda, and desired outcome.
  • Consistently follow through on commitments and ensure clients know what happens next.
  • Proactively identify and address client concerns before they become problems.
  • Maintain strong client satisfaction and demonstrate responsiveness to client needs.
  • Become a trusted advisor rather than simply an event coordinator or content provider.

Strategic Consulting
  • Develop a clear understanding of each client's business, culture, leadership team, employee population, and ESOP objectives.
  • Identify the underlying problems, rather than simply responding to the client's stated request.
  • Translate client challenges into practical, actionable recommendations.
  • Develop a strategic engagement plan for each client and keep it current.
  • Ensure recommended activities are connected to specific client objectives and desired outcomes.
  • Demonstrate sound judgment about when to solve an issue independently and when to involve another ESOP Partners resource.
  • Help clients move from education about the ESOP toward meaningful employee ownership behaviors.

Presentation & Facilitation
  • Deliver confident, engaging, and professional presentations.
  • Demonstrate strong command of ESOP and ownership-culture concepts.
  • Adapt presentation style and content based on audience size, role, knowledge level, and organizational culture.
  • Facilitate meaningful discussion rather than simply presenting information.
  • Effectively handle questions, difficult audiences, and unexpected situations.
  • Receive and incorporate feedback to continually improve presentation effectiveness.
  • Represent ESOP Partners at a level consistent with being a subject-matter expert.

Client Follow-Through & Accountability
  • Maintain accurate action-item lists for client engagements.
  • Clearly identify owners and deadlines for next steps.
  • Follow up consistently without requiring the client to drive the process.
  • Escalate risks, delays, scope changes, or resource needs promptly.
  • Keep internal team members informed of material client developments.
  • Ensure commitments made by ESOP Partners are completed as promised.

Client Outcomes & Continuous Improvement
  • Establish appropriate measures of success for major client initiatives.
  • Gather client and participant feedback following significant activities.
  • Evaluate whether education and communication initiatives achieved their intended objectives.
  • Recommend changes based on feedback and observed results.
  • Identify recurring client challenges and develop scalable solutions.
  • Contribute lessons learned and best practices back to the broader consulting team.

Business Development
  • Effectively support sales consultants during qualified prospect opportunities.
  • Demonstrate credibility and expertise during discovery calls and prospect meetings.
  • Ask insightful questions that uncover the prospect's underlying needs.
  • Clearly articulate the value of ESOP Partners' ESOP Care™ services.
  • Help prospects understand the difference between simply communicating an ESOP and building an ownership culture.
  • Contribute to converting qualified opportunities into clients.

Teamwork & Professionalism
  • Collaborate effectively with other ESOP Partners consultants and internal teams.
  • Communicate professionally and respectfully, particularly when addressing disagreements or challenging situations.
  • Take ownership of problems rather than shifting responsibility.
  • Be dependable and prepared for meetings, presentations, travel, and internal commitments.
  • Represent ESOP Partners' values and approach consistently with clients and prospects.
  • Contribute positively to the team's culture and capability.

Organization & Personal Accountability
  • Effectively manage multiple clients, projects, travel, deadlines, and competing priorities.
  • Arrive prepared for client meetings and presentations.
  • Keep calendars, project plans, documentation, and CRM/project-management information current.
  • Meet established deadlines without repeated prompting.
  • Demonstrate flexibility when client needs or priorities change.
  • Take responsibility for results, including acknowledging mistakes and correcting them quickly.

Qualifications
Knowledge and Skills
  • Highly organized and detail-oriented, with the ability to manage multiple priorities, projects, and deadlines.
  • Strong analytical and strategic thinking skills, with the ability to assess complex information, identify client needs, and develop practical, solution-focused recommendations.
  • Strong business acumen and the ability to understand client business performance and its potential impact on their ESOP.
  • Excellent active listening and interpersonal skills, with the ability to build strong, trusted client relationships.
  • Confident and adaptable communicator with the ability to deliver engaging presentations and tailor communication to different audiences and situations.
  • Curious and entrepreneurial mindset with a focus on strategy, continuous improvement, and achieving client objectives.
  • Collaborative team member who exercises sound judgment and demonstrates professionalism in client and internal interactions.
  • Advanced working knowledge of Microsoft Office applications, including Excel, Word, PowerPoint, and Teams.

Education and Experience
  • Bachelor's degree in communications, organizational leadership, business, or another related field, is preferred.
  • 2+ years of experience public speaking and delivering advanced presentations

Certifications / Licenses
  • Valid Driver's License

Physical and Cognitive Requirements
  • Ability to sit or stand for extended periods while working at a computer, preparing materials, and delivering presentations.
  • Ability to travel independently by car and/or air and navigate airports, hotels, conference venues, and client locations.

Performance Expectations
Performance in this role will be evaluated based on:
  • Adherence to ESOP Partners' Core Values.
  • Creation of measurable value for the client.
  • On time delivery of client deliverables.
  • Achievement of annual Consulting Hours Production goal.
  • Consistently represent ESOP Partners in a manner that strengthens the company's reputation and relationships.

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