Sr. Manager to execute various value proposition and customer lifecycle initiatives for a large baking client - 79541

Sr. Manager to execute various value proposition and customer lifecycle initiatives for a large baking client - 79541

Duration: 24 months (possible extension or conversion)

Location: Hybrid - Downtown Toronto - 3 days a week [Tue+Thur mandatory days]

The Manager, Value Proposition & Lifecycle Management is responsible for leading the development and execution of various initiatives that help our customers make real financial progress. This role will be reporting to the Senior Manager, Value Proposition.

The individual will lead the development and execution of comprehensive communication strategies and customer journeys which engage, inform and nurture BMO’s customer relationships. This role requires someone who has a strong understanding of data-driven decision making and lifecycle campaign strategy customer experience , execution and performance measurement. These projects will be conducted in collaboration with Product, Digital, Marketing, Analytics, Customer Segments, Customer Loyalty & Salesforce Enablement, Virtual Connect and other partners. In addition, responsibilities include end-to-end execution of projects by partnering with internal and external stakeholders.

Must Have Skills:

• 5+ years relevant experience in financial services industry or related field, and post-secondary degree in related field of study or an equivalent combination of education and experience
• Strong knowledge of banking product management, customer lifecycle management
• Experience with Power BI - being able to read and use (not making reports)
• Experience in executing customer strategies and value propositions, particularly those that required co-ordination and project management across the organization with multiple key stakeholders.
• Experience in end-to-end development and management of customer lifecycle campaigns - strategy design, execution and performance measurement.
• Strong quantitative skills with the ability to analyze issues, consolidate learning to help in development of strategies and business cases. Advanced PowerPoint and Excel skills.

Nive To Have Skills:

• Previous banking experience (Top 5 banks)
• MBA

Job Responsibilities:

• Creates the marketing and lifecycle strategy, including offers and campaigns, and works with Marketing and other partners to execute. Monitors performance of lifecycle programs and campaigns and recommends and executes on optimizations in collaboration with teams
• Provides competitive analysis and benchmarking to identify product strengths and gaps, and extract insights.
• Designs and produces regular and ad-hoc reports and proficient in viewing Power BI dashboards. Monitors key performance and growth metrics to identify trends and recommend action plans.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment.
• Defines and implements business cases and strategic roadmaps for banking products and services, including project and budget approvals.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Continuously improves processes to identify issues and deliver excellent customer experience for retail banking customers.

Interviews:

• 2 rounds with potential 3rd
• 1st Virtual with HM - behavioral
• 2nd with HM and Director in-person- business case style