Sr. Director, Strategic Consulting (Financial Modeling)
K
KobieLoyalty consulting
Workplace type: Remote; Listing location: St. Petersburg, Florida / Detroit, Michigan / Minneapolis, Minnesota / Raleigh, North Carolina / Richmond, Virginia / Philadelphia, Pennsylvania / Hartford, Connecticut / Dallas, Texas / Atlanta Georgia / Boston, Massachusetts / Chicago, Illinois / Indianapolis, Indiana / Jersey City, New Jersey / Montpelier, Vermont / Nashville, TennesseeFull-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 10+ years of experience in marketing, loyalty, customer engagement, or consulting.
- Required Skills
- Data AnalysisDigital MarketingCRM
Requirements
- Bachelor’s degree.
- Prior loyalty marketing experience.
- 10+ years of experience in marketing, loyalty, customer engagement, or consulting.
- Demonstrated experience in loyalty or engagement consulting and/or CRM consulting, in B2C and/or B2B.
- Experience designing, implementing, evolving, and assessing the financial performance of loyalty programs.
- Experience across at least two industry verticals and ability to adapt financial modeling frameworks, KPIs, and outputs across sectors.
- Deep understanding of loyalty and/or marketing financial modeling and business case requirements.
- Knowledge of rewards earning and redemption, liability management, CRM, digital marketing, and customer experience.
- Expertise in financial modeling for digital marketing, personalization, omnichannel communication planning, and lifecycle campaign activation.
- Ability to build trusted client relationships and provide strategic, consultative recommendations.
- Ability to present data-driven recommendations and influence senior stakeholders.
- Ability to work independently on complex assignments and operate in high-ambiguity, fast-paced environments.
- Ability to manage time, budgets, and stakeholders to deliver quality outcomes.
- Preferred: category knowledge in retail and experience in another vertical such as consumer products, financial services, or travel and hospitality.
- Preferred: experience with global loyalty programs, cobrand, multibrand, and/or paid programs.
- Able and willing to travel as needed for business objectives, collaboration, customer engagements, training, and company events.
Responsibilities
- Design and optimize client loyalty, retention, and engagement programs by building investment business cases for program design choices.
- Develop multi-year financial models covering revenue lift, member acquisition and retention economics, redemption costs, and program ROI.
- Serve as the financial analytics lead on client engagements alongside strategy, experience design, and technology teams.
- Synthesize research and data analysis into recommendations for senior-level clients.
- Model program design and technology migration options, including switching costs and phased implementation scenarios.
- Author financial analysis and business case sections of client deliverables, including executive summaries for C-suite and board presentations.
- Present financial models and findings to senior client audiences, including CFOs, CMOs, and loyalty program executives.
- Contribute to financial modeling frameworks, templates, methodologies, and loyalty industry benchmarks.
- Oversee scopes and deliverables for multiple modeling projects, manage client data requests, and ensure financial data quality.
- Identify and communicate financial risks, assumptions, gaps, and sensitivities to project leadership.
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