Optima Partners
Senior Consultant - Customer Experience Design

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Senior Consultant - Customer Experience Design
Customer Experience Design Consultant
About the Role
Optima Partners is a rapidly expanding professional services firm, specialising in helping leading organisations transform customer engagement at the intersection of marketing, technology, and data. As we grow from 80 to 200 people, we are expanding our Customer Strategy & Engagement consulting team.
Our clients include prominent brands such as: Lloyds Banking Group, NatWest, Nationwide, Aviva, Virgin Media O2, BT, Centrica, and GSK.
Key Responsibilities
- Build trusted client relationships and support CX transformation programmes.
- Design 1-to-1 customer journeys and engagement strategies across multiple channels.
- Translate CX strategies into Next-Best-Action decisioning frameworks (specialising in Pega Customer Decision Hub, CDH).
- Support the configuration of Pega CDH components, including:
- Decision strategies
- Engagement policies
- Triggers
- Collaborate with data teams to define rules, logic, and data requirements.
- Design and facilitate client workshops and presentations.
- Turn research and data into actionable customer insights.
- Communicate complicated concepts clearly through:
- Storytelling
- Strong presentations
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Essential Requirements
- 2+ years’ consulting experience (or equivalent in-house experience).
- Experience in:
- Customer journey mapping and lifecycle management.
- Multi-channel journey and interaction design.
- CRM, personalisation, and CX measurement.
- Exposure to:
- Real-time decisioning or Next-Best-Action concepts (preferable experience with Pega CDH).
- Strong proficiency in PowerPoint, Excel, and communication.


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Desirable
- Experience in a consulting agency environment.
- Pega CDH, Adobe, or Salesforce familiarity.
- Agile delivery experience (e.g., Jira, Confluence, Figma, Miro).
- Background in regulated industries, such as:
- Banking
- Insurance
What We Offer
- Competitive salary + bonus (up to 15%).
- 37 days holiday (inclusive of Christmas shutdown).
- Private medical insurance, along with life & income protection.
- Pension scheme.
- Employee perks for a workforce exceeding 1,000.
- Dedicated support for learning, training, and certifications.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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