Senior Director – Financial Services Analytics and Decisioning

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Define the strategic direction, overall vision, and desired outcomes for the team.

• Serve as the primary analytics partner for senior client relationships, engaging with C-suite and senior executives.

• Develop customer analytics visions and multi-year roadmaps that align with business priorities.

• Provide thought leadership on topics such as lead management, next best actions, incrementality, and customer value.

• Convert customer, call center, and omnichannel data into recommendations suitable for executive presentation.

• Establish standards for segmentation, propensity, lead scoring, and customer lifetime value (CLV), including validation, calibration, and champion/challenger design.

• Oversee the design of next best action and decision-making processes, including eligibility rules, business constraints, and offline-to-live validation.

• Set standards for measurement and test-and-learn methodologies.

• Coordinate the delivery of analytics, data science, and engineering efforts, encompassing ETL/ELT, feature frameworks, and data governance.

• Collaborate with operations, marketing, and distribution teams to translate insights into actionable measures.

• Modernize outdated data and analytics processes using AI-enhanced analytics and leverage unstructured data when beneficial.

• Create frameworks, best practices, and documentation standards throughout the portfolio.

• Navigate ambiguity and client transitions with clear ownership.

• Lead, mentor, and cultivate the skills of Directors, Team Leads, and senior modelers.

• Contribute to proposals, expansion efforts, and project scoping.

• Travel to client locations as needed, typically on a monthly to quarterly basis.

• Report directly to the VP of Analytics in Financial Services.

⛳️ Requirements

• Over 15 years of experience in analytics, data science, or related disciplines.

• Proven experience in leading modeling delivery for multiple clients or complex portfolios while managing senior leaders.

• A successful track record of advising C-level or senior executives in the insurance or banking industries.

• Excellent stakeholder management and client-facing communication skills.

• Profound understanding of customer lifecycle, acquisition and retention economics, and customer lifetime value (CLV).

• Hands-on expertise in propensity, ranking, and CLV modeling.

• Ability to directly review code, features, and validation processes.

• Experience handling regulated customer data, including aspects of privacy, consent, GLBA, FCRA, permissible purpose, state insurance regulations, and TCPA as relevant.

• Strong skills in SQL and data modeling (including facts and dimensions).

• Familiarity with programming languages such as Python or R, ETL/ELT tools (like SSIS or similar), and Business Intelligence tools (Tableau, Power BI, or Looker).

• A bachelor’s degree is required.

• Experience with GCP/BigQuery is preferred.

• Depth of knowledge in insurance and protection is preferred.

• Experience in banking and lending is preferred.

• Familiarity with credit bureaus, including TransUnion, is preferred.

• Experience with Salesforce or contact center analytics is preferred.

• Knowledge in predictive analytics, text and speech analytics, and AI readiness is preferred.

• Experience with lead management, next best action, or decision-making platforms is preferred.

• Familiarity with uplift modeling, incrementality, or market mix modeling at scale is preferred.

• Agency or consulting experience in complex, multi-workstream settings is preferred.

• Proven track record in business development and expansion is preferred.

🏝️ Benefits

• Medical, vision, and dental insurance.

• Life insurance coverage.

• Short-term and long-term disability insurance.

• 401(k) retirement plan.

• Flexible paid time off policy.

• A minimum of 15 paid holidays annually.

• Paid sick and safe leave.

• Paid parental leave.

• Applicable state and local employee leave benefits.