The Role

Optima Partners is a forward-thinking professional services firm on an exciting growth trajectory. As we expand from 50 to 200 employees over the next two to three years, we are strengthening our team and are now looking for Senior Consultant/Manager to help support our Customer Engagement & Strategy work.

This role will support the delivery of high-impact, data-driven marketing and customer strategy solutions for our clients. You will work closely with senior client stakeholders to understand business challenges, design customer-centric strategies, and translate complex data insights into actionable recommendations that drive measurable results.

You’ll be part of a collaborative, entrepreneurial environment where your expertise, initiative, and problem-solving skills will help shape our clients’ growth and customer engagement ambitions.

Key Responsibilities

• Lead large-scale marketing transformation programs, with a focus on personalisation and next-best-action strategies.
• Develop and execute strategic roadmaps for marketing, aligning with business objectives and customer engagement goals, and identify the role of MarTech platforms within this.
• Interpret and apply data-driven insights, including segmentation and propensity models, to inform strategic recommendations.
• Oversee omni-channel orchestration and shape CRM strategies to deliver consistent, personalised customer experiences across digital and offline channels.
• Plan and facilitate client workshops, stakeholder interviews, and playback sessions to align teams and drive progress.
• Build strong relationships with senior client stakeholders, collaborate with internal teams, and proactively solve challenges.

Skills & Experience

Experience:

• Experience in data-driven marketing and/or customer engagement projects.

• An understanding of how to measure marketing performance across different channels.

• Strong grasp of customer segmentation, journey mapping, service design, and customer research methodologies.

• Able to support on the assessment of marketing function maturity.

• Excellent at structuring and delivering workshops, and running stakeholder. interviews.
• Experience defining and driving strategic roadmaps, overseeing agile delivery, and embedding governance to ensure scalable, compliant, and customer-centric decisioning solutions.

Qualities:

• Ability to think and lead autonomously and at pace.
• Confident, engaging, and natural communicator.
• Big thinker and considered presenter.
• Analytically sharp with a passion for problem-solving.
• Driven to succeed and build a business together.
• Passion for design, technology, and transformation.
• Experience working in high-pressure environments within high-performing teams.
• You will feel at home in a close-knit team where attitude, collaboration, and impact are key to our success and future growth.

The Company

Optima Partners is an advanced data and business consultancy headquartered in Edinburgh, UK. We are practitioner-led and partner with leading consumer brands to drive transformation and catalyse customer-centricity through our expertise in customer strategy, design innovation, and cutting-edge data science and engineering.

We help our clients get closer to their customers, to truly understand them and deliver exactly the right products, engagement, and experiences across all channels and interactions. We specialise in untapping latent value within organisations through a three-pronged approach that focuses on identifying and enhancing value for customers, within the customer base, and within the business itself. In doing so, we foster sustainable value, paving the way for consistent business growth.

We work with leading consumer brands to tackle and overcome complex business and customer problems to drive transformation and champion customer-centric agendas. We are proud to include some of the leading UK and Global brands among our current clients such as Lloyds Banking Group, NatWest Group, Bank of Ireland, Nationwide, Aviva, Biogen, Eon Next, OVO, Virgin Media O2, BT, HMD Global, Centrica, GSK. We are obsessive about delivering value for our clients and work in a collaborative, engaged and creative way with our colleagues and Clients. We strive to support the transition of knowledge and capability into strategic teams.

In the pharmaceutical sector, we are internationally recognised for our expertise in early-phase drug discovery, genomics, and human genetics. In late 2023, we proudly launched our new division, bioXcelerate AI, which stands at the forefront of revolutionising life sciences and healthcare research. bioXcelerate AI uses state-of-the-art data science and proprietary algorithms to accelerate the transformation of data into actionable insights, redefining industry standards.

Our Team

As a member of the Consulting team, you’ll work in a multidisciplinary environment to build, embed, and grow our design capability, methodologies, propositions, and IP. This includes supporting business growth and ensuring we're equipped to address both current and future client needs. You will collaborate across our consulting, technology, and data science teams, you'll advocate for design-led methodologies, helping identify opportunities where design can drive transformation and improve business outcomes.