Senior Director, Strategic Consulting – Financial Modeling

This is a fully remote position, open to applicants in Connecticut, +12 more states.

📋 Description

• Act as a reliable partner for clients by designing, refining, and enhancing B2C or B2B loyalty, retention, and engagement initiatives.

• Create investment business cases that quantify the financial implications of loyalty program design decisions, including tier structure, reward currency, earn/burn mechanics, and benefit frameworks.

• Collaborate with cross-functional teams to develop and implement multi-year financial models for loyalty programs that address revenue growth, acquisition and retention economics, redemption costs, and program ROI.

• Take on the role of financial analytics lead in client engagements, working alongside strategists, experience designers, and technology architects.

• Convert research and data analysis into actionable insights and recommendations for senior-level clients.

• Model the design of programs and pathways for technology migration, encompassing switching costs and phased implementation scenarios.

• Draft financial analysis and business case segments for client deliverables, including executive summaries for presentations to C-suite and board members.

• Present financial models and findings of business cases to CFOs, CMOs, and executives of loyalty programs.

• Keep abreast of market research, industry trends, and best practices.

• Contribute to the development of Kobie's financial modeling frameworks, templates, and business case methodologies.

• Establish and maintain a repository of financial benchmarks for the loyalty sector across retail, financial services, travel, and CPG.

• Publish both internal and external viewpoints, case studies, and frameworks.

• Oversee the scope and deliverables for various financial modeling projects and/or clients.

• Manage client data requests and ensure the quality of financial data.

• Identify and communicate financial risks, assumptions, gaps, and sensitivities to project leadership.

• Transform intricate customer and business data into investment cases, scenario models, and commercially viable program designs.

• Work collaboratively with strategy, analytics, technology, and client services teams during modeling sprints, client work sessions, and executive presentations.

⛳️ Requirements

• A bachelor's degree and prior experience in loyalty marketing are required.

• Over 10 years of experience in marketing, loyalty, customer engagement, or consulting.

• Demonstrated expertise in the design, implementation, evolution, and financial performance of loyalty programs (B2C or enterprise/B2B).

• Experience in at least two sectors, such as financial services, travel, entertainment, telecom, or B2B services.

• Profound knowledge of financial modeling, business cases, loyalty and/or marketing best practices, rewards earning and redemption, liability management, CRM, digital marketing, and customer experience.

• Proficiency in financial modeling for digital marketing, personalization, omnichannel communication planning, and lifecycle campaign activation.

• Proven experience in loyalty/engagement or CRM consulting (B2C and/or B2B).

• The ideal candidate will possess category knowledge in Retail, along with experience in one or more of the following: retail, consumer products, financial services, or travel and hospitality.

• Preferred: experience with global loyalty programs utilizing both programmatic and non-programmatic methods.

• Preferred: experience with Cobrand, Multi-brand, and/or Paid Programs.

• Strong ability to present and convey ideas and concepts effectively.

• Capacity to work independently in fast-paced and ambiguous environments.

• Willingness and ability to travel as necessary.

🏝️ Benefits

• Flexible Time Off.

• Nine Company-Wide Holidays.

• A diverse range of benefits focusing on growth, development, and personal well-being.

• A flexible work environment with remote work options.

• Periodic travel to fulfill business objectives, support team collaboration, engage with customers, attend training, and participate in company events.