Customer discovery with finance analysts at mid-market companies

A business research team partnered with CleverX for customer-discovery interviews with financial analysts at mid-to-large companies. The goal was 30-minute conversations about how these professionals handle their work, where their current tools fall short, and how they decide on new ones.

• "Finance" is broad, so the study needed financial planning and analysis specifically, not accounting or general finance.
• Company size mattered, roughly 200 to 5,000 employees.
• Discovery interviews need people who feel the day-to-day pain first-hand.
• The relevant roles run from analyst up to director, which the screener had to capture precisely.

CleverX screened on specific job titles inside a defined company-size band.

• Eligibility listed the exact titles, from analyst up to director of financial planning.
• Company-size targeting held the sample in the 200 to 5,000-employee range.
• The function was locked to finance so nearby roles did not slip into the sample.
• Interviews ran 30 minutes on CleverX video.

• Every completed interview was a verified, title-matched finance professional.
• Precise job-title screening kept the discovery conversation squarely on the intended role.
• The company-size band ensured the pain points reflected mid-market, not small-business, realities.

• Screening on exact job titles is the cleanest way to isolate a specific finance sub-function.
• Pairing title with company size ensures the pain points match the intended buyer.
• Tight targeting matters even for small studies, where every interview has to count.