Jason Brock Email & Phone Number

San Francisco, California, Us

• Seeking full-time role as Director / VP / Senior Manager of Insights / Analytics / Research, either client-side or supplier-side, supporting CMOs, CSOs, CGOs, and Heads of Innovation with actionable insights to drive organic and inorganic growth, marketing/brand initiatives, strategic planning and product innovation.• Providing research and guidance to early-stage start-ups in the AI-enabled market research space, assisting with product feedback, competitive analysis, business development, marketing, and client service operations.• In addition to independent consulting, immersing myself in GenAI training, participating in insights industry groups to keep skills/trends current, mentoring others in career/job search, volunteering locally, and caretaking of family elders.

Oakland, Ca, Us

• Led the management consulting, equity research, and investment firm arm of a consumer analytics start-up, managing over $2M in ARR, and expanding revenue at one of our flagship clients by over 30% YoY.• Facilitated collaborative insight workshops and led consultative engagements with clients supporting initiatives such as due diligence, growth strategy, category expansion, and product innovation.• Reported directly to the CFO/COO and partnered with the leadership team on matters relating to client delivery, business development, pricing, operations, product development and sales/marketing.• Directed client work across a 10+ member team. Responsible for hiring, mentoring, and upskilling from analyst to director levels. Pioneered company volunteer program and had no voluntary attrition during tenure.

Toronto, On, Ca

• Senior leader within the firm’s newly formed market intelligence function supporting strategic planning & investments and reporting up to the firm’s Chief Strategy Officer (CSO).• Worked with the Audit Leadership Team and the CSO team on both a functional and firm-wide five-year strategy driven by deep competitive analysis, market & industry assessments, and the start-up landscape.• Invited to present regularly at Audit leadership meetings to provide actionable insights on topics such as firm growth and performance, competitor and market trends, industry innovation, and brand/marketing.• Significant contributor to deliverables for the firm’s Management Committee and Board of Directors, leading several comprehensive studies including Audit, Tax, and ESG.

Toronto, On, Ca

• Transitioned into a new role created by the department leader to drive innovation and operational excellence across our Data & Insights and Client Value teams.• As part of a future-ready marketing effort, performed an activity mapping analysis with our shared service and outsourcing consultants to make recommendations on operating model changes such as direct-to-offshore.• Rationalized existing suppliers and on-boarded new tools and technologies such as AlphaSense and Quid to improve speed to insight, including analyzing how industry sectors were responding to the COVID pandemic.• Developed a methodology for evaluating and prioritizing projects and processes for automation and/or additional leverage opportunities (via off-shore and near-shore capabilities).

Toronto, On, Ca

• Chosen by CMO to start-up a new CI function to support both marketing and firm-wide initiatives. Formed a team through internal transfers and external hiring and developed a vision and three-year strategic plan.• Assisted in building a business case for the Management Committee for a $15 million investment in a U.S. brand refresh activation plan by providing competitive insights on messaging, spending, and advertising.• Developed a multi-tiered approach to support including self-service tools, regular firm-wide reporting, strategic on-demand projects, and leadership/white-glove service.• Delivered strategic competitive landscapes to the U.S. Management Committee, Americas regional leadership, and the Global Executive team.

Toronto, On, Ca

Responsible for the strategic direction, program management and successful execution of the firm’s market intelligence agenda. Worked directly with firm and marketing leadership, and pursuit teams, to support business planning and market development initiatives. Leveraged shared services (IT, Finance, Communications, Risk), outsourcing partners and vendor relationships. Performance management of a manager and senior associate.• Led a cross-functional team in designing, developing and implementing a suite of online, interactive tools to support fee benchmarking, expansion of non-audit services at audit clients, and market assessment activities at the firm. To date, almost 2,000 unique users have accessed the site, two-thirds of which were client service delivery professionals.• Contributed to the quality growth of the Audit practice by supporting varied business development, collateral creation, risk assessment, and performance measuring activities in working directly with the office of the Vice Chair, National Managing partner and practice leadership team.• Worked as the account manager for a Fortune 500 power and utilities client and supported the lead partner and account team in driving growth at the client by proactively suggesting ways to further our relationship footprint and pursue service opportunities at the company.

Toronto, On, Ca

Responsible for the deployment of an enterprise-wide client relationship management solution to six regional Advisory practices in the U.S. Deployed a comprehensive CRM solution that integrated contact, relationship and pipeline management functions. Included leading six teams across the country with strategic direction, identifying and sharing best practices, data migration, communications development, and training delivery.

Toronto, On, Ca

Toronto, On, Ca

Toronto, On, Ca

Bachelor Of Arts, Dual Major: Economics & Business / Government & Law

Six Sigma Green Belt