Jp Snow Email and Phone Number
I use data and quantitative analytics to improve customer experiences and business outcomes. I accomplish this by understanding customer needs, developing practical strategies, leveraging predictive modeling and market research, and executing through actionable roadmaps and clear performance metrics. My background is deeply rooted in Financial Services where I’ve held leadership positions in analytics, customer experience, product management, business strategy, marketing and sales. I am known for solving complex problems through realistic strategies and structured execution. Much of my career has involved developing teams and systems for lasting scale. If I can help your organization leverage data, customer insights and strategy to make smarter business decisions, let’s connect.Career Highlights:Transitioned from Corporate America to entrepreneurship to form and operate a consulting practice.Developed and implemented comprehensive business strategies in multiple customer segment and product leadership roles, resulting in measurable growth in new business, customer engagement, NPS and investment assets.Reengineered organizational structure to optimize efficiency and internal relationships, establishing analytic ROI metrics that impacted bottom line and influenced strategic deployment in resources.Transformed market research function by integrating behavioral and quantitative analyses, instituting a brand equity model and instituting company-wide best practice “synthesis projects." Realigned the marketing analytics division and led media optimization and multi-touch attribution efforts, including the implementation of a clean room environment to future-proof acquisition analytics amid changes in digital tracking technology.Created data and analytics roadmaps as internal consulting team lead for multiple B2B and B2C enterprises, driving strategic alignment, new client attrition insights, and cost savings from streamlined reporting.Enhanced profitability through strategic analytics and team optimization, boosting proactive outreach, increasing segment migrations, reducing cost structure and unlocking new opportunities for revenue growth.
Customer Catalytics
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Founder | PrincipalCustomer Catalytics 2024 - PresentDenver, Colorado, United StatesProvides consulting, training and coaching across the customer value chain to help companies improve experiences, grow sales and establish lasting scale. Practice expertise spans analytics and research, experience design, strategy development, building for scale and talent transformation.
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Managing Director, Business Analytics & Client ResearchCharles Schwab 2015 - 2024Denver, Colorado, United StatesSteered centralized team in delivering analytics and consulting services; enhancing cross-division communications; and elevating data science, business intelligence, and data governance practices✦ Led firm-wide Client Research Center of Excellence, driving market research, secondary research, and brand health tracking in collaboration with marketing, advertising, asset management, and corporate relations executives to support growth and enterprise-wide NPS improvement ✦ Drove stronger marketing attribution via improvements in brand health tracking, propensity modeling, and marketing mix optimization ✦ Transformed market research function by integrating behavioral and quantitative analysis, and instituting brand equity model, culminating in company-wide best practice “synthesis projects.”✦ Elevated impact of Net Promoter program by modernizing systems for better scale and issue discovery, and adding client effort and sentiment measures ✦ Orchestrated strategic roadmaps and analytic consulting teams aligned with B2B and B2C business units, resulting in measurable lift in ROI from analytics and data automation ✦ Developed Data-Driven Experiences program to enhance real-time personalization capabilities, covering data strategy, use cases and measurement framework✦ Consulted regularly with Heads of B2B and B2C business lines, Chief Marketing Officer and Heads of Advertising, Asset Management and Corporate Relations -
Vice President - Client ExperienceCharles Schwab 2011 - 2015Denver, Colorado, United StatesDirected growth and client experience strategy for core retail business segments, including Active Trader client segment✦ Reported on growth, retention, net promoter and financial results✦ Developed strategic business plans using customer feedback, behavioral analytics, competitive assessments, industry trends and internal performance data ✦ Translated vision into actionable plans, coordinating execution across marketing, service, product development and educational teams✦ Protected brand reputation and addressed risk concerns by managing data privacy, regulatory and new product governance efforts
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Director - Fixed Income Product ManagementCharles Schwab 2008 - 2011Denver, Colorado, United StatesLed firm-wide program to develop fixed income product offerings inclusive of individual bonds and packaged advice solutions, across in-person and digital channels ✦ Developed comprehensive recommendation to address unmet client needs and pursue substantial growth opportunity, based on market studies, behavioral analytics, competitive intelligence and internal performance assessment✦ Implemented recommendations as program manager for portfolio of 22 projects successfully executed via a two-year capital investment✦ Delivered research including customer insights, market sizing analysis and vendor evaluations resulting in launch of new municipal bond ladder separately managed accounts✦ Sponsored, led and helped deliver new training to elevate expertise across all retail financial advisors✦ Hired, trained, and led a new product management team focused on bond offerings and distribution ✦ Coordinated product management across highly matrixed segment and channel ecosystem, achieving enhancements in product education, bond trading platform, online new issue calendar, advice tools, retirement income products, annuities business development, and marketing collateral and campaigns
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Director - Strategy And Competitive DevelopmentCharles Schwab 2005 - 2008Denver, Colorado, United StatesConsulted with senior executives to develop business strategy and coordinate new initiative planning✦ Prepared investor relations presentations for financial analyst and oversight stakeholders✦ Coordinated annual business plan development and investment opportunity prioritization, working across all retail business units✦ Delivered market sizing and competitive assessments for potential growth opportunities involving insurance and annuity products, small business markets, geographic location strategy, and mutual fund website content✦ Led transformation efforts to adopt Net Promoter Score, as one of the first companies to use NPS✦ Developed strategic assessment of fixed income business, resulting in comprehensive program to develop new offerings and drive more transparent industry pricing
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DirectorCharles Schwab 1998 - 2005Denver, Colorado, United StatesProgressed in scope and management responsibility through four data and analytics practitioner and marketing execution roles✦ Led team responsible for supplying Active Trader brokers with rep tools, business analysis, and incentives reporting in support of client retention and customer service results ✦ Delivered call center incentives reporting, consistently delivering quarterly performance results accurately and on time✦ Developed real-time "next best action" offer optimization program to maximize return on available rep capacity ✦ Directed development of new data warehouse built to support growing demand by analysts providing decision support across retail business units✦ Drove efficiency and scale initiatives, including a 50% reduction in legacy production reporting
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Senior Manager - Database And Relationship MarketingCharles Schwab 1997 - 1998San Francisco, California, United StatesConsulted with marketing and segment management leaders as relationship lead and principal analyst✦ Delivered marketing, segmentation, and behavioral analyses to inform business growth and customer experience enhancements
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Risk Information ManagerGe Capital 1996 - 1997Cincinnati, Ohio, United StatesBuilt comprehensive risk database for $3 billion bankcard portfolio to improve decision support.✦ Improved systems for profitability analysis, customer behavior tracking, and data warehousing -
Marketing Research Analyst/Quality Engineering ConsultantAmerican Express 1994 - 1996Greensboro, North Carolina, United StatesManaged call center survey program, including execution, statistical modeling and reporting used for customer satisfaction improvements and pay-for-performance incentives program.✦ Delivered insights as analytics lead for re-engineering project resulting in $21 million annual cost savings
Jp Snow Education Details
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Economics, Mathematics
Frequently Asked Questions about Jp Snow
What company does Jp Snow work for?
Jp Snow works for Customer Catalytics
What is Jp Snow's role at the current company?
Jp Snow's current role is Data and Analytics Leader – Customer Strategy | Analytic Optimization | Business Intelligence | Market Research | Predictive Modeling | Digital Marketing | CX | Leadership Development | Fractional Consulting.
What schools did Jp Snow attend?
Jp Snow attended Ohio University.
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