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Most fintech data analysts don't spend much time interfacing directly with clients; that job tends to be left up to customer support, sales, and account management. However, there may be times when it's necessary for you to communicate with a client to resolve a technical issue or to implement a new data-related feature for them. Talk the interviewer through the steps you would take to help the client.
"While I generally prefer to be behind my desk, plugging away at my latest data project, I am open to working directly with clients as well. In this type of scenario, I would begin by discussing expectations with my manager and then arranging a call or Zoom meeting with the client in question. During this initial call or meeting, I would find out exactly what the client needs, answer any questions, and provide them with a timeline for when they can expect the feature to be implemented. If it is a straightforward request, I'd hang up and incorporate the project into my workload and look to finish it as soon as possible. If the request requires collaboration with others, I would schedule times to speak with those other analysts. In the end, I would work efficiently and quickly to implement the data feed that the client expects and my manager approves. I always aim to completely satisfy the customer and my manager."
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Written by Marcie Wilmot
30 Questions & Answers • Fintech Data Analyst
By Marcie
By Marcie