Client Analytics Manager
Core
Lead analytical workstreams to shape go-to-market strategy, client segmentation, campaign targeting, and sales coverage for an investment firm.
Role type
Senior Client Analytics Manager
Builds
Scalable analytics solutions, dashboards, and data products for distribution and sales teams
Domain
Asset Management / Financial Services
Deliverable
production ML models | dashboards & analysis | product features
Required skills
Strategic decision making, sales analytics, client segmentation, stakeholder management, solution design, executive communication, project management, data infrastructure design
Preferred skills
Financial transaction data experience, asset management industry knowledge, machine learning, data engineering
Technologies
Tableau, PowerBI, Excel, SQL, Snowflake, AWS, Python
Responsibilities
Lead analyses of sales, ownership, client, and market data to define business problems and recommend actions; Own and advance the sales analytics roadmap; Define and measure client segmentation and campaign targeting efforts; Develop high-impact projects from problem definition through adoption; Partner with cross-functional teams to design dashboards and automated insights; Build trusted relationships with distribution leaders to influence decision making
Seniority
Senior, hands-on IC with strategic leadership
