Lead the pre-campaign analysis, preparation, and execution of lead programs and campaigns, as well as post-campaign analysis to determine effectiveness.
Act as a trusted advisor to Wealth partners by leading the design, development, and implementation of performance reporting and providing fact-based insights for business decisions.
Synthesize complex data from multiple databases and schemas using hands‑on ETL experience to support campaign development and KPI tracking.
Design and produce comprehensive reporting including ad‑hoc, monthly, quarterly, and annual dashboards and performance commentary.