Customer Insights Analyst Jobs in Irving, TX

About This Role

Wells Fargo is seeking a Senior Lead Business Execution Consultant to define how performance is measured, managed, and rewarded across the National Branch Network. This role is responsible for designing performance metrics, customer attribution frameworks, and peer benchmarking models that align business strategy to field execution and incentive compensation.

This role will act as a central integrator across strategy, data, product, finance, incentive compensation teams, and various partners to ensure performance measurement is consistent, transparent, and drives desired business outcomes.

In this role, you will:

• Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening

• Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation

• Ensure alignment between leading indicators, business outcomes, and pay for performance structures

• Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans

• Standardize and simplify dashboards to improve transparency, consistency, and field usability

• Define Branch Customer List frameworks, including customer inclusion criteria and portfolio attribution

• Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements

• Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons

• Embed peer group frameworks into reporting, incentives, and field routines

• Translate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end execution

• Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks

Required Qualifications

• 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 5+ years of experience in business analysis supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomes

Desired Qualifications:

• 4+ years of experience in financial services, with focus on consumer banking or lending

• Experience designing and implementing field performance frameworks or incentive compensation that drive business outcomes

• Deep knowledge of retail banking and branch performance, including drivers of growth and field behavior

• Experience with customer segmentation and portfolio strategy

• Experience building and optimizing reporting dashboards to support performance management, decision making, and strategy

• Proven ability to influence and align senior executive stakeholders in complex, matrixed environments

• Experience translating enterprise strategy into scalable operating models, frameworks, and execution plans

• Experience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groups

• Strong executive communication skills with the ability to drive adoption and sustained behavioral change

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Ability to travel up to 25% of the time

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

About this Role

Wells Fargo is seeking a Senior Lead, Branch Performance Design & Insights to shape how performance is measured, managed, and rewarded across the National Branch Network.

This role sits at the center of business strategy, data, and execution—responsible for designing the metrics that power reporting and incentive compensation, defining how customers are attributed to branches, and ensuring fair and meaningful performance comparisons across the network.

If you are a strategic thinker who thrives in complex, highly matrixed environments and enjoys translating business strategy into measurable outcomes, this is a unique opportunity to drive enterprise impact.

In this role, you will:

Design Performance Metrics that Drive Growth

• Develop new branch and banker performance metrics aligned to key growth priorities (e.g., deposits, checking, customer deepening).
• Define metric logic, eligibility rules, and performance thresholds to support integration into incentive compensation.
• Ensure alignment between leading indicators, business outcomes, and pay-for-performance structures.

Connect Metrics to Reporting & Incentives

• Partner with data, product, and incentive compensation teams to embed metrics into reporting platforms and compensation plans.
• Simplify and standardize field-facing dashboards to improve transparency and actionability.
• Ensure performance measurement is clear, consistent, and trusted across the organization.

Own Branch Customer List (BCL) Strategy

• Define the framework for which customers are included in branch portfolios for outreach, deepening, and performance attribution.
• Establish rules for customer ownership and alignment to branch P&Ls.
• Partner cross-functionally to operationalize and evolve the Branch Customer List construct.

Build Peer Group Frameworks

• Design branch and district peer groups to enable fair and meaningful performance comparisons.
• Incorporate factors such as market opportunity, complexity, and customer mix into performance benchmarking.
• Embed peer groups into reporting, incentives, and field routines.

Lead Cross-Functional Execution

• Partner closely with Product, Data/Business Intelligence, Finance, HR, and Strategy teams.
• Translate business priorities into clear requirements for data and technology partners.
• Act as a central integrator across teams to ensure end-to-end delivery of initiatives.

Drive Governance & Continuous Improvement

• Establish governance processes for metric, peer group, and customer attribution updates.
• Monitor performance outcomes and field behavior to refine metrics and frameworks over time.
• Deliver data-driven insights and recommendations to senior leadership.

Preferred Qualifications

• Experience designing or supporting incentive compensation and/or field reporting frameworks
• Knowledge of retail banking or branch performance models
• Experience with customer segmentation, portfolio strategy, or attribution models
• Familiarity with performance reporting tools and dashboard design

Role Characteristics

• Level: Senior Lead Business Execution Consultant (P5)
• Management: Individual contributor (no direct reports)
• Scope: Enterprise-wide influence across branch strategy, product, data, and incentives

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.