AVP, Marketing Strategy – Analytics

• Lead Marketing and Distribution strategy, analytics, and planning across Local Agent, Call Center, Partnerships, and Internet channels




• Translate enterprise priorities into annual and multi-year channel strategies, forecasts, targets, investment choices, and performance roadmaps




• Establish key performance indicators and lead operational analytics across the distribution funnel




• Own lead analytics from generation through routing, contact, conversion, and retention; identify gaps and drive corrective action




• Partner with Marketing and channel leaders to increase qualified lead flow, improve conversion, and optimize spend




• Develop agent growth and market opportunity models guiding recruiting, expansion, investment, territory coverage, and channel capacity decisions




• Translate data into recommendations that help agents grow their businesses and strengthen sales execution




• Build dashboards, self-service tools, scorecards, and decision-support capabilities




• Deliver proactive insights, scenarios, and executive narratives communicating opportunities, risks, and tradeoffs




• Monitor consumer, competitor, economic, technology, and distribution trends




• Lead cross-functional initiatives from problem definition through implementation and operating adoption




• Establish analytics standards, metric definitions, data-quality expectations, and performance routines




• Build, coach, and develop a strategy and analytics team of approximately four professionals

Requirements

• Bachelor's degree required; advanced degree preferred




• 10 or more years of experience in strategy, analytics, planning, consulting, finance, distribution, or a related leadership discipline




• Insurance or financial services experience preferred




• Significant people-leadership experience with a record of building, coaching, and scaling high-performing strategy and analytics teams




• Demonstrated ownership of enterprise or multi-channel strategy, analytics, and planning




• Deep expertise in operational and sales-funnel analytics, including lead generation, routing, productivity, conversion, growth, retention, and investment effectiveness




• Experience supporting field agent, call center, partnership, and digital or direct distribution models




• Advanced quantitative and financial acumen, including modeling, forecasting, dashboard development, data visualization, and decision-tool design




• Executive-level communication and influence




• Proven ability to lead cross-functional initiatives from ambiguous problem definition through implementation and sustained operating adoption




• Proactive, externally oriented perspective on customer, competitor, technology, and distribution trends

Core Competencies

Demonstrates expertise in leading marketing and distribution strategies, with a strong focus on analytics, operational performance, and team development. Proven ability to translate data into actionable insights that drive growth and optimize channel effectiveness.

Highest-signal resume keywords

• Lead Marketing Strategy




• Operational Analytics




• Sales-Funnel Analytics




• Team Leadership




• Data Visualization

Hard Skills

• Analytics




• Forecasting




• Modeling




• Dashboard Development




• Lead Generation




• Conversion Optimization




• Investment Effectiveness




• Performance Metrics




• Data Quality Standards




• Decision-Tool Design

Soft Skills

• Executive-Level Communication




• Influence




• Proactive Perspective




• Cross-Functional Leadership




• Coaching

Industry Keywords

• Insurance




• Financial Services




• Distribution Models




• Market Opportunity Models




• Consumer Trends

Tools & Technologies

• Self-Service Tools




• Scorecards




• Dashboards