Senior Cx Data Analyst
CurrentCX Senior Data Analyst Mutual Fund Lab• Spearheaded website modernization for the Mutual Fund Lab, executing 5+ Non-Inferiority A/B tests, boosting JCR completion rates by an average of 5%• Built an NLP tool with TF-IDF bigrams/trigrams which analyzed customer feedback to identify previously unknown client friction points leading to reprioritization of features and epics• Fine-tuned a Hugging Face LLM (DistilBERT) on CSAT surveys, achieving a 20% accuracy improvement over Vanguard's leading model• Utilized proprietary clustering techniques and LLM models to analyze call transcript data, validating qualitative UX research and testing lab hypothesesCX Senior Data Analyst CX Alpha• Directed data and Tableau analyst teams to craft behavior scorecards for 500K onboarded never invested clients, providing senior leadership a streamlined view of client trends and behaviors• Developed a Logistic Regression model to identify key demographic factors for 500K personalized client experiences• Planned and executed three CX Alpha experiments using multivariate analyses and A/B hypothesis tests to increase investment rates, delivering $200M in client value• Spearheaded comprehensive data support for the BCD process, encompassing barrier identification and hypothesis formulation for 4 use casesCash Savings Account (Cash Plus) Lead Data Analyst• Managed data requests, Adobe tagging implementation for onboarding client flow, and launched cash savings product benefiting 30K clients and $2B in assets• Developed product health dashboard for cash portfolio, monitoring 25+ metrics and KPIs for senior leadership• Built 5 decision-support Tableau dashboards for stakeholders, enabling insightful data analysis for cash stakeholders• Created the Cash Plus Non-CMA security report, a Python script with SQL queries, running locally to automate email notifications ensuring financial compliance