Lone Tree - CO, DENR1, 9800 Schwab Way, 80124
Lance Alan Britton
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
The Analytics & Business Insights group (ABI) supports multiple business units across Schwab through quantitative-based decision support. Our mission is to help Schwab better understand the needs and behaviors of our prospects and clients through statistical analysis and modeling, market research, reporting, and data management.
This role is part of the Data Driven Communications Team, within the ABI organization. The team’s core objective is to substantively drive business growth and deepen client relationships by transforming how Schwab uses analytics & big data. We do this by providing our marketing and business partners with support in their acquisition and client engagement strategies by identifying events, triggers, alerts, attributes, etc., that create opportunities for relevant interactions with all customers. In addition, our team delivers analytics with measurement and modeling to optimize the effectiveness of these programs
What you’ll do:
The Product Owner for Lead Management is responsible for effectively developing and executing the lead flow strategy for Marketing and will perform the duties of a product owner within the Agile methodology framework. The primary focus is on the processes around lead capture, data enrichment, and scoring for all leads generated.
You will have 2 primary responsibilities:
Marketing Operations & Optimization: You will be a subject matter expert for lead management capabilities with a focus on continually optimizing effectiveness to drive higher conversions. As part of this, you will need a deep knowledge of Marketing Automation and CRM programs and a responsibility to manage the projects that execute the various business processes and technology updates.
Advocacy & Socialization: You will be the subject matter expert and core advocate for the lead management processes. You will socialize our work, our accomplishments, and our results with senior leaders across the firm. You will maintain a working relationship with marketing and sales partners and understand the business impact of the program to be able to effectively articulate that value to a range of business & technology partners.
What you have:
Minimum of 3 years’ experience managing and implementing projects to client facing organizations
5+ years of experience in lead management functions and strategy.
Experience with strategy, using, and/ or managing a Customer Relationship Management system – such as Salesforce Sales Cloud
Experience with strategy, using, and/ or managing a Marketing Automation system – such as Salesforce Marketing Cloud (ExactTarget) and Marketo
Experience with the Agile methodology and JIRA software
Demonstrated project management skills
Ability to analyze business processes and identify opportunities for improvement
Ability to synthesize data and develop recommendations
Creative problem solver and out of the box thinker who can effectively collaborate with both technology and business partners to design new products/ applications
Recognized ability to build strong personal relationships and trust across large teams of diverse skills and experience
Demonstrated ability to build new processes, workflows, policies & functions as well as to collaborate with a range of stakeholders throughout a matrixed organization
Strong understanding of how analytics supports a large organization including being able to successfully articulate the linkage between business decisions, business objectives, and analytical approaches & findings.
Results driven, highly motivated self-starter who possesses integrity and a strong work ethic
Bachelor’s degree required.
Preferred knowledge of the financial services industry
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Analyst/Strategy-2-5 yrs, Project Management-2-5 yrs, Marketing-2-5 yrs, Business Development and Sales-2-5 yrs
Position Located In: CO - Denver
Job Type: Full Time
Activation Date: Monday, April 23, 2018
Expiration Date: Friday, June 1, 2018