Support the development and maintenance of learning agendas by documenting open questions, tracking hypotheses status, and ensuring measurement activities are mapped to specific experience decisions
Work cross functionally with experience, design, and product partners ahead of launches to capture data requirements, understand what needs to be measured and ensure it’s in place in advance
Navigating organizational complexity to identify relevant data sources, establish baseline benchmarks and track performance against defined milestones across journeys for advisors and clients
Analyze advisor and customer journeys across digital platforms to identify friction points, engagement drivers, and opportunities for optimization
Synthesize behavioral inputs and perceptive inputs (e.g., Voice of the Customer, Customer Satisfaction) for a comprehensive view of the customer experience to go beyond just the performance metrics and understand the why behind what the data shows
Coordinate with experience, design, and product partners ahead of launches to capture what needs to be measured, surface data requirements early, and ensure the right tracking is in place before an experience goes live
Work hands-on with clickstream data (e.g., Adobe Analytics) to understand user behavior across websites and digital products
Integrate and analyze disparate data sources (e.g., web analytics, product analytics, CRM) to generate holistic insights
Translate complex behavioral data into clear, actionable insights for diverse stakeholders
Partner with cross-functional teams to align on measurement and journey optimization strategies
Manage multiple projects simultaneously, prioritizing based on business impact
Proactively identify opportunities to enhance data collection, measurement frameworks, and analytical approaches