Job Responsibilities:
- Develop and scale an acquisition platform infrastructure with advanced reporting and analytics capabilities.
- Leverage internal analytics and business intelligence to drive digital financial planning initiatives.
- Lead channel development for expanding guidance activities across multiple internal distribution channels.
- Collaborate with marketing and finance partners to maximize acquisition efforts, ensuring lead quality and volume meet targets.
- Facilitate data-driven budget planning and tracking, addressing any deviations from the plan proactively.
- Oversee the delivery of new outbound campaigns to existing clients and prospects, ensuring accurate sales funnel tracking.
- Identify areas for improvement and best practices, providing insights and analysis for regular reporting and live campaigns.
- Contribute to building a comprehensive controls infrastructure, aligning performance metrics with regulatory requirements.
Required Qualifications, Capabilities, and Skills:
- Proficiency in MS Excel with excellent numerical skills.
- Strong commercial understanding of key business drivers and the ability to transform data into actionable insights.
- Ability to manage multiple tasks and meet regular reporting deadlines.
Preferred Qualifications, Capabilities, and Skills:
- Experience in analyzing sales funnel data.
- Familiarity with Salesforce CRM.
- Strong internal relationship management and partnership management skills.