Salesforce Inc Jobs in Lenexa
25 positions found
- Friday
- 1st Shift (Day) Inventory Control Clerk I -- Forklift Tuesday-Friday
- 6:00am-4:30pm The Inventory Control Clerk I is responsible for maintaining accurate inventory records.
This role ensures all paperwork and procedures are completed to verify received and shipped orders, properly record transactions, and account for defective or damaged products with appropriate corrective actions.
Primary Responsibilities Administer the cycle count program.
Maintain and report all inventory metrics.
Serve as liaison between departments regarding inventory accuracy issues.
Audit, correct, track, and report errors to identify improvement opportunities.
Research and generate reports on inventory losses or variances.
Print and assign daily pick lists; resolve missing item issues.
Manage recall inventory and reporting.
Monitor and report warehouse capacity.
Follow all company safety rules and regulations.
Clean and report breakage according to company guidelines.
Maintain 100% quality and accuracy levels.
Participate in departmental continuous improvement initiatives.
Demonstrate thorough understanding and adherence to safety rules and reporting requirements.
Perform job functions based on instructions and pre-defined guidelines.
Work under immediate supervision.
Perform other duties as assigned or requested.
Education / Experience High school diploma or equivalent education required.
0--2 years of relevant experience.
1 year of warehouse experience preferred.
1 year of forklift operating experience strongly preferred.
Proficient in Microsoft Office applications.
Excellent verbal and written communication skills.
Ability to follow policies and procedures.
Ability to read, write, and interpret information.
Basic math skills: add, subtract, multiply, divide.
Manual dexterity: ability to use hands to finger, handle, or feel.
Physical stamina: ability to sit, walk, or stand for up to 10 hours per day.
Mobility: ability to crawl, squat, climb, twist, bend, stoop, push, or pull intermittently.
Visual acuity: close, distance, and color vision; depth perception; ability to adjust focus.
Ability to lift/carry items under 20 pounds.
Customer service driven.
Strong team player.
Requirements, Perks, and Benefits (US -- Non-Exempt) Physical & Cognitive Requirements (With or Without Accommodation) Ability to follow policies and procedures Ability to read, write, and interpret information Ability to add, subtract, multiply, and divide Ability to use hands to finger, handle, or feel Ability to sit, walk, or stand for the duration of the shift Must possess visual acuity to perform essential job functions Ability to conduct physical tasks with a full range of motion throughout the warehouse environment Ability to lift/carry items up to 50 pounds Equal Opportunity Employer FedEx Supply Chain, Inc.
is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Know Your Rights Pay Transparency Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act E-Verify Program Participant Federal Express Corporation participates in the Department of Homeland Security U.S.
Citizenship and Immigration Services' E-Verify program (for U.S.
applicants and employees only).
Please click below to learn more: E-Verify Notice (bilingual) Right to Work Notice (English) / Spanish FedEx Supply Chain is committed to providing access, equal opportunity, and reasonable accommodation for qualified individuals with disabilities in its application procedures, hiring, and other terms and conditions of employment.
To request a reasonable accommodation, please contact .
Perks and Benefits at FedEx Supply Chain (FSC) Competitive Pay: FedEx Supply Chain offers competitive hourly rates depending on your location and experience.
401(k) plan with company match after 1 year Tuition reimbursement program Holiday pay and accrued paid time off (Vacation and PTO) Medical, dental, vision, and voluntary benefits available on day one Basic life insurance Basic AD&D coverage Supplemental Life and Supplemental AD&D Short-Term and Long-Term Disability (for full-time employees after 180 days of service) Paid parental leave for both moms and dads Paid bereavement and jury duty Job Disclaimer (US) Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.
The Company reserves the right to modify duties or assign additional responsibilities as necessary to meet business needs.
Pay Range USD $20.48
- USD $38.85 Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
- Friday
- 2nd Shift (Afternoon/Evening) Shipping and Receiving Clerk 2nd Shift Monday-Friday 4:30pm-1:00am The Shipping and Receiving Clerk is responsible for performing a variety of data-entry and administrative tasks related to the accurate recording of all incoming and outgoing shipments.
This role ensures timely and efficient completion of daily functions supporting inbound and outbound processes, including documentation, scheduling, reporting, and customer communications.
The position upholds standards of safety, accuracy, and productivity.
Primary Responsibilities Perform data entry functions within assigned work area.
Execute administrative tasks related to shipping and receiving.
Coordinate and schedule pick-ups.
Ensure timely and accurate shipment processing.
Consolidate shipments in a timely and acceptable manner.
Adhere to Vendor Routing Guide requirements.
Support computer room functions, including label generation for daily production orders.
Track monthly rack audit data in Maintenance Connection.
Track recurring Material Safety Data Sheets in Maintenance Connection.
Support Operations Analyst by generating custom reports from the Warehouse Management System (WMS).
Perform inventory adjustment audits.
Ensure compliance with company policies and procedures.
Analyze workload and communicate with internal departments and external transportation carriers.
Collect, collate, and disseminate departmental data in appropriate report formats.
Maintain office supply levels and manage interoffice mail distribution.
Perform other duties as assigned.
Education / Experience High school diploma or equivalent required.
One (1) year of related data processing experience, ideally within a distribution center environment.
One (1) year of experience in a warehouse/clerical environment using standard practices.
PC skills required (Microsoft Windows, Microsoft Office (Excel, Word).
Familiarity with Radio Frequency (RF) equipment preferred.
Strong sense of urgency, attention to detail, and flexibility in meeting deadlines.
Excellent verbal and written communication skills.
Customer service driven.
Strong team player.
Requirements, Perks, and Benefits (US -- Non-Exempt) Physical & Cognitive Requirements (With or Without Accommodation) Ability to follow policies and procedures Ability to read, write, and interpret information Ability to add, subtract, multiply, and divide Ability to use hands to finger, handle, or feel Ability to sit, walk, or stand for the duration of the shift Must possess visual acuity to perform essential job functions Ability to conduct physical tasks with a full range of motion throughout the warehouse environment Ability to lift/carry items up to 50 pounds Equal Opportunity Employer FedEx Supply Chain, Inc.
is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Know Your Rights Pay Transparency Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act E-Verify Program Participant Federal Express Corporation participates in the Department of Homeland Security U.S.
Citizenship and Immigration Services' E-Verify program (for U.S.
applicants and employees only).
Please click below to learn more: E-Verify Notice (bilingual) Right to Work Notice (English) / Spanish FedEx Supply Chain is committed to providing access, equal opportunity, and reasonable accommodation for qualified individuals with disabilities in its application procedures, hiring, and other terms and conditions of employment.
To request a reasonable accommodation, please contact .
Perks and Benefits at FedEx Supply Chain (FSC) Competitive Pay: FedEx Supply Chain offers competitive hourly rates depending on your location and experience.
401(k) plan with company match after 1 year Tuition reimbursement program Holiday pay and accrued paid time off (Vacation and PTO) Medical, dental, vision, and voluntary benefits available on day one Basic life insurance Basic AD&D coverage Supplemental Life and Supplemental AD&D Short-Term and Long-Term Disability (for full-time employees after 180 days of service) Paid parental leave for both moms and dads Paid bereavement and jury duty Job Disclaimer (US) Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.
The Company reserves the right to modify duties or assign additional responsibilities as necessary to meet business needs.
Pay Range USD $13.99
- USD $26.55 Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
Location:
Overland Park, KS
Company:
CRST, The Transportation Solution
Pay:
Competitive weekly pay (inquire for details)
Route Type:
otr
Start Date:
ASAP
About the PositionCDL-A Flatbed Independent Contractor Truck Drivers – Owner Operators and Lease Purchase Program!CRST The Transportation Solution Inc. is offering experienced flatbed CDL-A truck drivers the opportunity to take control of their career and income. Whether you own your truck or are looking to lease, we have a path for you!CDL-A Flatbed Owner Operator Truck Driver Earnings & Bonuses:$2,500 Sign-On Bonus for new and existing Owner OperatorsAnnual Earnings: $256,000 – $272,000Earn up to 73% of Revenue + 100% Fuel SurchargeChoose Your Own Loads – Full access to a load board for complete controlWeekly Payroll – Consistent and dependable pay scheduleFlatbed Securement Training AvailableCDL-A Flatbed Lease Purchase Program Details$0 Money DownNo Credit Check RequiredWalk-Away Lease – Flexibility if your plans changeLate Model Freightliner Cascadia Trucks AvailableNo Truck Payments for the First 4 WeeksBumper-to-Bumper Maintenance Program IncludedTruck Ownership Made EasyCDL-A Flatbed Owner Operator Benefits:Benefits are offered through a 3rd PartyOptional health insurance offered thru True Choices Personal Insurance. Questions about what they have to offer? Please call 8 CDL-A Flatbed Owner Operator Truck Driver Requirements:21 years or olderCDL A, 12 Months of CDL A Truck Driving Experience requiredQualified applicants with arrest and conviction records will be considered for employment pursuant to applicable federal, state, and local laws.Take the next step toward independence and financial freedom.Join CRST's network of successful independent contractors and flatbed professionals.Benefits are offered through a 3rd PartyOptional health insurance offered thru True Choices Personal Insurance. Questions about what they have to offer? Please call 8
Requirements21 years or olderCDL A, 12 Months of CDL A Truck Driving Experience requiredSecurement Training Programs AvailableQualified applicants with arrest and conviction records will be considered for employment pursuant to applicable federal, state, and local laws.
Location:
Shawnee, OK
Company:
CRST, The Transportation Solution
Pay:
Competitive weekly pay (inquire for details)
Route Type:
otr
Start Date:
ASAP
About the PositionCDL-A Flatbed Independent Contractor Truck Drivers – Owner Operators and Lease Purchase Program!CRST The Transportation Solution Inc. is offering experienced flatbed CDL-A truck drivers the opportunity to take control of their career and income. Whether you own your truck or are looking to lease, we have a path for you!CDL-A Flatbed Owner Operator Truck Driver Earnings & Bonuses:$2,500 Sign-On Bonus for new and existing Owner OperatorsAnnual Earnings: $256,000 – $272,000Earn up to 73% of Revenue + 100% Fuel SurchargeChoose Your Own Loads – Full access to a load board for complete controlWeekly Payroll – Consistent and dependable pay scheduleFlatbed Securement Training AvailableCDL-A Flatbed Lease Purchase Program Details$0 Money DownNo Credit Check RequiredWalk-Away Lease – Flexibility if your plans changeLate Model Freightliner Cascadia Trucks AvailableNo Truck Payments for the First 4 WeeksBumper-to-Bumper Maintenance Program IncludedTruck Ownership Made EasyCDL-A Flatbed Owner Operator Benefits:Benefits are offered through a 3rd PartyOptional health insurance offered thru True Choices Personal Insurance. Questions about what they have to offer? Please call 8 CDL-A Flatbed Owner Operator Truck Driver Requirements:21 years or olderCDL A, 12 Months of CDL A Truck Driving Experience requiredQualified applicants with arrest and conviction records will be considered for employment pursuant to applicable federal, state, and local laws.Take the next step toward independence and financial freedom.Join CRST's network of successful independent contractors and flatbed professionals.Benefits are offered through a 3rd PartyOptional health insurance offered thru True Choices Personal Insurance. Questions about what they have to offer? Please call 8
Requirements21 years or olderCDL A, 12 Months of CDL A Truck Driving Experience requiredSecurement Training Programs AvailableQualified applicants with arrest and conviction records will be considered for employment pursuant to applicable federal, state, and local laws.
About Excelligence Learning Corporation
Excelligence Learning Corporation ( ) is a leading developer, manufacturer, distributor, and multi-channel retailer of over 20,000 innovative, high-quality, and grade-appropriate educational products and teaching solutions, sold primarily to early childhood learning centers, elementary schools, PTAs, and consumers. The company has three core divisions: Supplies (Discount School Supply and Really Good Stuff), Equipment (Children’s Factory, Angeles, and Steffy Wood Products), and Services (Educational Products, Inc., ChildCare Education Institute, and Frog Street).
Primary Duties & Responsibilities:
- Develop and execute a comprehensive strategy for fulfillment operations, including the production of proprietary products like Colorations® craft paints, driving efficiency and alignment with company goals.
- Lead cross-functional collaboration with departments such as purchasing, merchandising, and IT to drive operational excellence and innovation.
- Oversee Profit and Loss (P&L) accountability for the fulfillment facility, ensuring financial performance aligns with company objectives.
- Maintain expenses at or below budgeted levels through data-driven decision-making and process optimization.
- Identify and implement process improvements, leveraging analytics to standardize and enhance operational workflows, particularly for light manufacturing processes like paint production.
- Utilize AI-driven tools and technologies to enhance operational efficiency, such as optimizing fulfillment processes and manufacturing workflows.
- Drive improvements in facility automation, enhancing systems like material handling equipment and warehouse management systems to increase productivity.
- Take ownership of safety culture and metrics, ensuring compliance with OSHA regulations and other safety standards.
- Play a key role in strategic planning, aligning operations with company forecasts and initiatives, incorporating data analytics for demand forecasting.
- Maintain regular, transparent communication with senior management and executive leadership through weekly business reviews to align on priorities and progress.
- Ensure service levels, metrics, and KPIs are consistently met, developing action plans to address performance gaps.
- Lead, coach, and develop management and supervisory teams, promoting a positive, inclusive, and high-performance culture.
- Build relationships with community leaders, educational institutions, and logistics peers to understand and influence the local business and employment climate.
- Drive network optimization and continuous improvement programs, emphasizing efficiency and innovation in the production and fulfillment of proprietary brands like Colorations®.
Qualifications:
- 10–15 years of progressive leadership experience, with a strong focus on fulfillment operations in semi-automated facilities.
- Demonstrated ability to engage and connect with diverse teams, from hourly associates to executive leadership, fostering trust and collaboration.
- Exceptional interpersonal and communication skills, with a proven track record of motivating and mentoring teams to achieve performance goals.
- Strong analytical and problem-solving skills, with expertise in using data and analytics to drive operational decisions and improvements.
- Expertise in fulfillment center operations, supply chain management, and labor planning; experience with light manufacturing processes is a plus.
- Proven leadership in cross-functional project management, with a focus on operational excellence and process improvement.
- In-depth knowledge of material handling equipment, related controls/systems, and warehouse management systems (WMS).
- Experience with light manufacturing, sub-assembly, or kitting processes.
- Ability to promote a culture of safety, employee engagement, and continuous improvement across all levels of the organization.
Education:
- Bachelor’s Degree required.
Travel:
- Less than 5% travel annually.
- The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
About Our Benefits:
- Competitive Salary and Benefits Package
- Comprehensive Medical Insurance
- Dental and Vision Insurance
- Life Insurance
- Educational Assistance
- Employee Assistance Program
- 401(k) Company Match
- Parental Leave
- Paid Time Off carryover
- 12 Paid Holidays
Equal Employment Opportunity
Excelligence is an Equal Employment Opportunity (EEO) Employer. We are committed to providing equal employment opportunities to all employees, employment applicants, and other covered persons without regard to unlawful considerations of race, color, religion or creed, gender, sex, pregnancy, gender identity or expression, sexual orientation, marital status, national origin or ancestry, ethnicity, citizenship status, genetic information, military or veteran status, age, physical or mental disability, or any other classification protected by applicable local, state, or federal laws.
Vendor Manager (Recruiting Residential Property Maintenance Contractors - HVAC, Plumbing, Handyman, Electrical, Appliance Repair, etc.)
Are you looking to join one of Kansas City's fastest growing companies?
Lula’s mission is to make maintenance easy for residents and property managers nationwide. In just four years, we’ve expanded to 50+ markets, built a high-impact team of 100+, and earned recognition as a Proptech award winner and one of America’s fastest-growing companies. We’re a high-energy, customer-obsessed group ready to welcome new talent.
Accolades:
Ingram Business Magazine’s 2025 Fastest Growing Company in Kansas City
Ranked 373 Inc. 5000 Fastest Growing Private Companies in the United States
Proptech Breakthrough’s Work Order Management Solution of the Year
Lula Core Values:
- We are customer obsessed.
- We think differently.
- We hustle.
- We finish what we start.
- We care for one another.
Position
The Vendor Manager will be responsible for maintaining Lula's community of skilled trade vendors throughout the U.S. In this position candidates will be responsible for:
- Recruiting new vendors to join Lula's network
- Guide prospective vendors through Lula's onboarding and compliance process
- Manage ongoing relationships with vendors
- This role will require excellent client relationship and communication skills
What a typical day looks like:
- Contact maintenance contractors via phone (nationwide) to discuss Lula’s unique value proposition
- Use data on service provider accounts to distribute work to the most qualified pros and to identify opportunity areas within the markets you manage
- Educate service providers on how to engage with the consumers who are putting in service requests
- Effectively guide service providers through the vetting and onboarding process to become a Lula approved provider
- Maintain open lines of communication with providers including in-person, phone and e-mail correspondence
Lula has a positive collaborative environment. A few of our supportive benefits:
- A positive and inspiring team environment that offers support and camaraderie throughout your career.
- Professional growth and internal promotion opportunities due to continuous organizational growth.
- Mentors and leaders who are hands-on, encouraging, and genuinely care about your success and development.
- Lula provides equal employment opportunities (EEO) to all employees and applicants for employment.
To join our team, you’ll need:
- A positive, solutions focused attitude
- Excellent verbal and written communication skills
- Effective prioritization and time management skills
- Strong initiative to strive for continuous accuracy, quality, and timeliness of information
- Ability to build and maintain effective relationships through strong interpersonal skills with emphasis on relationship-building and consistent demonstration of solid professional judgment
- Ability to work in a fast-paced, high-energy startup environment without being distracted
- Balance working independently while being part of a team
- Perform all essential job functions with or without reasonable accommodation
- 2 - 4 years of experience in sales, client relations, customer service or a related field
Job Type: Full-time
Pay: $62,000 - $67,000 per year + Commission
Supplemental pay:
- Bonus opportunity
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Base Salary + Variable Comp
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: Preferred in our Overland Park Kansas office, but open to remote
Check us out!
Dedicated Teams - $192,400 - $228,800 Annually Per Team
$15,000 Sign-On Bonus per team for a limited time
Class A CDL Team Truck Driver Multiple Locations
Join our team as a CDL-A Team Truck Driver!
Valid CDL-A Required
Pay & Benefits Pay & Details - Team Drivers:
- Dedicated Teams - $192,400 - $228,800 Annually Per Team
- Earn $0.74 - $0.77 CPM (No Hazmat Endorsement)
- Earn $0.79 CPM (With Hazmat Endorsement)
- Earn $0.80 CPM (With Hazmat and Doubles Endorsements)
- $15,000 Sign-On Bonus per team for a limited time
- Great Home Time
- Compensation - CPM: $1.30 - $1.40 / mi + FSC - Depending on Location
- Average age of equipment is 1 year and 2 months
- Health & Dental Insurance
- 401(k) Plans
- Paid Vacation
- Weekly Settlements
- Pet/Rider Policy
Requirements
- Must have valid Class A CDL
- Must be 23 years of age or older (21 years if prior military)
- Minimum of 6 months of verifiable OTR tractor-trailer experience in the last 12 months or 12+ Months Experience in Last 2 Years
- Must meet FMCSA/DOT driver regulations
- Hazmat and Doubles Endorsement Options Available
We’re Looking for our next Carrier Sales Rep
PREVIOUS EXPERIENCE IN CARRIER SALES IS PREFERRED.
Are you the type of person who:
- Is passionate about simultaneously building relationships and an amazing company
- Shines when developing solutions around customer needs
- Excels at working on multiple tasks at once
- Embraces challenges while remaining resilient in the face of occasional adversity
- Desires and appreciates a robust support system
- Thrives in high octane environments
If that profile defines you, then we might want to talk. But before we talk - just to make sure - please ask yourself if you personify the following behaviors:
- Very high give a sh*t level
- Tell no lies – EVER
- We’re in this together!
We are MFW. We believe we make the wheels of transportation less squeaky for all parties involved, especially our wonderful carriers. As leaders in our space/field, we are looking to add a passionate player along side us. If those words speak to you, then we’d like to have a conversation with you.
Benefits
- Strong commitment to culture, one where you can expect transparency, support, and comradery
- Base Salaries starting at $52,000, but based on experience
- Uncapped commission structure, which scales UP based on performance
- Health, Dental, Vision, Life, and Disability Insurance, PTO
- 401k with Company match
Financial Highlights – Enjoy an Immediate Pay Raise and Professional Growth!
$10k Fast Start Bonus Per Month for 12 months, $120k First Year, requires one new commercial account with at least 250 employees, every two weeks.
$2,500 First Week Training Pay for the first five training days.
$500 per virtual appointment bonus with food with no bonus limit.
Up to $1500 per week for meeting minimum call and one qualified onsite appointment.
200% of the profit margin for the first 90 days of orders shipped.
40% to 59% of the profit margin after 90 days
Up to $10k new client account credits
Up to $5k new account donation credits
Up to $400 of gift cards for business building activities
GHA Technologies, Inc. has become the #1 Employee-Owned Value-Added Reseller in America. Past rewards have included #1 Microsoft Western Region VAR, #1 fastest growing company in Arizona, #69 on the CRN Solution Provider 500, #15 2018 CRN Fast Growth 150 List.
We sell the latest AI technologies from Nvidia, Dell, HP, Microsoft, Google, Cisco, Lenovo, Apple, VMWare, Adobe, APC, IBM, Nutanix, EMC, Pure Storage, Samsung, Intel, Eaton, and all the hottest AI and Green Data Center, Virtualization, Energy Conservation, Cloud, Storage, Security, Wireless, SD Wan, Video, Identification, and Power Technologies! We also specialize in mission critical product procurement and integration services for some of the largest Corporate, Government, and Education clients in America! Our client base is a who's who of corporate America!
GHA employee owners will receive stock shares every year on top of our industry’s leading commissions, bonuses, and promotional offerings!
Mission critical, online, vast E Commerce distribution network coast-to-coast warehouse locations support just-in-time delivery.
Super convenient, orders placed by 9:00 p.m. EST (8:00 p.m. CST) can be received the next morning for in-stock items.
Secure, 24-hour access to your own personal portal customized with special pricing on more than 2 million top selling products from 3,500 manufacturers in the USA and across the globe.
We are currently HIRING experienced Sales Professionals nationwide with a minimum of three years direct technology sales experience.
We offer a highly lucrative earnings and benefits package with top salespeople earning between $96,000 to $2,000,000 annually. W-2 Employment, Medical, Dental, and HSA Benefits, 401K Retirement Plan, and GHA company stock ownership (ESOP) plan.
Please email your resume to and schedule a strictly confidential interview.
Visit us at:
JOB SUMMARY
As the Marketing Analytics Senior Manager at Creative Planning, you will be the strategic architect of our data-driven growth engine. You will bridge the gap between complex data science and executive-level marketing strategy, providing the insights necessary to optimize our brand presence, client acquisition, and long-term retention.
As a direct report to the Chief Marketing Officer, you will oversee the development of our analytics framework, converting raw data into comprehensive insights that inform multi-million dollar budget decisions and improve the fiduciary services provided to our clients.
JOB DUTIES
Marketing Acquisition & Performance Analytics
- Attribution Modeling: Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals).
- Media Optimization: Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality.
- Funnel Velocity: Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.
Retention & Client Lifecycle Analytics
- Churn Mitigation: Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention.
- Cross-Sell & Share of Wallet: Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration.
- LTV Analysis: Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.
CX (Customer Experience) Analytics
- Journey Mapping: Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction.
- Sentiment & Feedback: Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes.
- Digital Experience: Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.
Marketing Planning & Strategic Finance
- Budgeting & MMM: Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth.
- KPI Framework: Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI.
- Strategic Advisory: Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.
Leadership & Soft Skills
- Data Storytelling: Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee.
- Fiduciary Mindset: Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities.
- Collaborative Influence: Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy.
- Agility: Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.
REQUIRED EXPERIENCE / QUALIFICATIONS
- Experience: 8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment.
- Education: Bachelor’s degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master’s degree or MBA preferred.
- Data Stack: High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus.
- MarTech: Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4.
- Statistical Modeling: Experience with Python or R for predictive modeling and advanced statistical analysis.
