Responsible for design and implementation of all marketing reporting for the digital and CRM marketing teams.o Report design requirements o Data source evaluation o Report development o Delivery o Actionable Insights and communicationLead and manage all digital & CRM dashboards o Digital media, website, calls, email and direct mail, and other key business and marketing systemso Utilize business intelligence systems: Tableau and Business… Show more Responsible for design and implementation of all marketing reporting for the digital and CRM marketing teams.o Report design requirements o Data source evaluation o Report development o Delivery o Actionable Insights and communicationLead and manage all digital & CRM dashboards o Digital media, website, calls, email and direct mail, and other key business and marketing systemso Utilize business intelligence systems: Tableau and Business ObjectsMatchback Reporting:o Work with database team to run queries each weeko Update dashboards and communicate weekly to marketing leadershipo Enhance data-flow process as needed to improve reporting performanceo Lead set-up of new reports as requested by the businessLead efforts to integrate various data systems, to fulfill reporting requirements: • Develop marketing reporting standards and lead effort to have standards followedo Definitions of key metricso Selection criteria and standard timelines for campaign developmento Work with web analytics partner and other marketing partners to ensure alignment in marketing reporting standardso Mine data for insights and key trends, communicating out key insights o Lead the development, review, and assessment of critical post-campaign results to clarify business performance and to determine continuous improvement initiativesManage test designs for basic test scenarios for the website, digital media, CRM campaignso Lead efforts to find appropriate data elements needed to support test campaigns.o Run analysis and present findings to marketing team on regular cadence.o Lead process and meetings for sharing findings with marketing team.Subject Matter Expert:o Subject-matter expert for data hierarchy and availability. o Champion of data integrity through web tracking and tagging, email tracking and tagging, and other data integration points• Manages multiple initiatives simultaneously as both a project lead and/or as a memberof a team. Show less

Creates scalable processes that ensure best practices in lead generation and database management. Conducts complex data analysis used to inform strategic decisions by stakeholders from across the company. • Manage technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads. • Establish and maintain scalable processes that ensure best practices in campaign and lead management.• Create and maintain reports on marketing… Show more Creates scalable processes that ensure best practices in lead generation and database management. Conducts complex data analysis used to inform strategic decisions by stakeholders from across the company. • Manage technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads. • Establish and maintain scalable processes that ensure best practices in campaign and lead management.• Create and maintain reports on marketing and sales activities and business impact.• Analyze marketing and sales data to develop insights and make recommendations on areas for optimization.• Monitor and maintain data quality within the marketing database.• Evaluate new technologies and add-on applications to improve and optimize marketing team performance.• Monitor and report to teammates on the performance of various marketing channels and campaigns.• Create scalable, innovative approaches to extracting, managing, and analyzing data• Contribute data-driven content regularly to the LBMC blog and other channels based on client data and research.• Collaborate with both frontline marketers and leaders to both accurately forecast and craft the right strategies, campaigns, and tests to run. Show less

Supported key functions related to business operations, including Marketing, Contact Center, Underwriting, and Customer Experience. Managed projects related to the mining, maintenance, and oversight of data related to business operations.• Measure the effectiveness of marketing programs and strategies.• Measure and assess customer experience using Net Promoter Score. • Build and maintain performance scorecards for Underwriting and the Contact Center.• Participate in the… Show more Supported key functions related to business operations, including Marketing, Contact Center, Underwriting, and Customer Experience. Managed projects related to the mining, maintenance, and oversight of data related to business operations.• Measure the effectiveness of marketing programs and strategies.• Measure and assess customer experience using Net Promoter Score. • Build and maintain performance scorecards for Underwriting and the Contact Center.• Participate in the design and execution of channel level multivariate testing.• Manage key projects related to the accessibility and integrity of company data.• Quarterly analysis and update of direct mail target model. • Provide attribution and analysis for the Paid Call Program and Digital Marketing Campaigns.• Create business intelligence tools, databases and dashboards.• Build, update and maintain SQL databases related to marketing and customer experience. Show less

Contributed analysis and recommendations on efforts to improve direct response media campaigns as well as overall business performance. Maintained the media budget and managed relationships with third party media partners. • Track program budgets, expenses & campaign response rates to evaluate campaigns based on program objectives & industry trends.• Provide analysis and recommendations on media performance to department stakeholders.• Prepare pro forma budget estimates to plan… Show more Contributed analysis and recommendations on efforts to improve direct response media campaigns as well as overall business performance. Maintained the media budget and managed relationships with third party media partners. • Track program budgets, expenses & campaign response rates to evaluate campaigns based on program objectives & industry trends.• Provide analysis and recommendations on media performance to department stakeholders.• Prepare pro forma budget estimates to plan for upcoming campaigns.• Forecast product inventory based on future promotional activity and historical trends.• Coordinate with media partners to disseminate product specs, timing, and placement of advertising. Show less

Provided training and support to 80+ markets nationwide on the company’s new CRM tool. Delivered comprehensive reporting for campaigns, promotions, and media efforts. • Held weekly meeting with District Managers and office managers to train on CRM fundamentals.• Compiled and maintained database of all unique company phone numbers for campaign tracking.• Participated in department meetings on brand strategy and business objectives.

Managed all local marketing efforts for the Southwest Ohio Business Class office, including media buying, direct mail, event planning, budgeting, sales incentives and referral programs. • Coordinated with third party media partners on placement of media and creative direction.• Periodically met with regional and corporate marketing counterparts to maintain cohesive local brand strategy.• Disseminated promotional information to Commercial Sales Team.• Supported the local… Show more Managed all local marketing efforts for the Southwest Ohio Business Class office, including media buying, direct mail, event planning, budgeting, sales incentives and referral programs. • Coordinated with third party media partners on placement of media and creative direction.• Periodically met with regional and corporate marketing counterparts to maintain cohesive local brand strategy.• Disseminated promotional information to Commercial Sales Team.• Supported the local implementation of Salesforce.com.• Midwest Region representative for commercial customer segmentation initiative.• Member of the Southwest Ohio Communications Council. Show less

Assisted the marketing manager for commercial sales with various reports and lead generation activities, including sales incentives, client events and campaign efforts.