The Senior Analyst Campaign Analytics is responsible for the design, delivery, management and communication of campaign measurement including performance reporting, analytics, and measurement strategies in support of direct to consumer customer communications and Lead Management initiatives. The individual is also responsible for specific portfolio initiative monitoring across the Personal and Commercial business segments (i.e. customer programs/campaigns, lead management strategy, lead and channel optimization, pricing and credit limit strategy monitoring).
In this key role the Sr. Analyst will apply expertise in marketing and performance measurement analytics to develop, deliver and manage dashboards and performance monitoring reports for campaigns that power our data-driven performance culture, provide comprehensive analysis of outcomes and identify future opportunities for offer optimization. In addition, you will apply your expertise in marketing, analytics and measurement best practices to aid in identifying and providing key insights across our strategies, tactics and channels, while tracking metrics and making and presenting recommendations to business partners across Personal and Commercial Banking.
The Senior Analyst will liaise with our internal data science group and business partners on creating reporting dashboards using visualization software, as well as with IT on bringing marketing data into the central database for integrated reporting. The individual will also participate in projects related to big data, CRM, marketing attribution, cross-channel reporting, and consumer insights, and will help assess new measurement/analytics tools and vendors to support these areas.
Analytic Capabilities & Measurement Process
Apply your strong and proven marketing analytics and data visualization skills, understanding of analytics, experimental design and measurement best practices and business acumen to deliver compelling actionable insights that drive rapid business adoption of core contact strategies (including digital adoption, customer primacy, leads optimization, segmentation and pricing) and use of the metrics provided for business performance management.
Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive actionable insights and recommendations to improve lead management and customer contact efficiency and optimization.
Tackle complex business problems by converting raw data into meaningful and actionable business ideas.
Be a practitioner of data analyses and reporting including but not limited to: Correlations, tests of significance, strong data QA practices, and report construction.
Use knowledge of analytical techniques, design of experiment, and statistics as it applies to measurement of marketing programs to develop solutions that will enable the business to meet their business objectives.
Work collaboratively with customer analytics and financial modeling teams to set-up attribution models to measure and analyze multi-channel effectiveness
Design and Delivery of Performance Reporting and Self-Serve Dashboards
You will lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Optimization including contact and lead management
Execute analyses based on delivery plans created by the broader team.
Responsible to design performance measurement reporting and visualization that monitors overall and incremental impact of strategic customer leads programs.
Refine design proposals in collaboration with various stakeholders in Personal and Commercial Banking.
Use specialized query and database tools - SAS, SQL, and various reporting tools (may include Microsoft reporting, Spotfire or Tableau) - to provide comprehensive monitoring and analytically sound results against key initiatives and develop self-serve capabilities into deliverables.
Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance.
Create new analyses and/or tools that deliver customer insights that enable clients to further their business objectives.
Leverage Technology and Data to improve Quality and Performance of Analysis
Represent Customer Optimization as subject matter expert (SME) for marketing and leads measurement including:
Data in BMO's various data warehouses (IDP, CAD)
Customer and product business information - including processes, pricing, incentives, product offerings, etc.
BMO Policies and Procedures (P&P)
Team with your Data Operations colleagues, Information Technology Dept and the user communities for the various systems of record for the data on which we rely to drive high levels of data integrity and operational reliability of our standardized analytics, tools and processes.
Provide technical direction for planning, design and integration of current technology from requirements gathering, scoping phase to implementation
Consistently monitor performance of dashboards and reports to ensure accuracy, currency and reliability. Work to consistently improve run times and deliver speed.
Leadership and Relationship Management
Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our measurement and analytic reporting.
Leverage your proven consultative skills and knowledge of best-practices to provide consultative sessions with key stakeholders to share your insights and recommendations to optimize, improve and change business results from our lead management efforts. Use these sessions to assist in offer optimization, strategy evaluation, channel and behavior-based marketing success.
Collaborate and build sound relationships with key business partners in Personal Segment teams (primarily Customer Contact & Leads Management, Corporate Marketing and P&C HQ teams) to ensure projects align to overall strategy, goals, and objectives.
Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations.
Contribute to the success of other team members by providing training to others in areas such as analytics, report construction, and experimental design.
Proactively identify opportunities in the data to drive exceptional client experiences and surface areas which detract from the overall experience with recommendations to solve
Employ a customer-first mindset in the establishment of all new data and analytics processes ensuring a great customer experience
Ensure campaign measurement issues and concerns are addressed and communicated effectively to business partners.
Ensure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvements
Qualifications Knowledge & Skills
BS/BA in Statistics, Quantitative methods, Math, Computer Science, or Marketing plus 5+ years of applicable experience.
Strong grounding in statistical techniques and the data and assumptions that undergird them.
Expert proficiency in SQL, Excel, PPT.
Demonstrated success providing consultative services that influenced positive change in business performance results
Experience in data visualization preferred.
Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Microsoft Reporting Services , Spotfire and/or Tableau
Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations.
Ability to interact with all levels of end users and technical resources.
Ability to pull data from multiple sources and formulate comprehensive and actionable reports
Strong business communication and stakeholder management skills
Familiarity with data manipulation/analysis tools, including SAS, SQL, or equivalent data manipulation software
Creative problem solving skills
Demonstrated ability to learn and acquire new analytical techniques and skills as needed.
A 'can-do' attitude and passion for analytics including the insight and value it can provide.
All-around talent, you can think through a complex business problem and solve it.
Ability manage priorities from and communicate with partners from a wide range of functions, including Data Science, Sales, Leads Management/Marketing , Finance, Product, Engineering and Senior Leadership.
Self-motivation and the capacity to work under pressure and tight deadlines.
Proven ability to self-check work to ensure results are error-free
Ability to plan, organize and work on multiple tasks simultaneously
Technical experience working in analytical software, and business software (Excel, PowerPoint, Word)
We're here to help
At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://bmocareers.com .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Internal Number: 6548879
About Bank of Montreal
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