Manager, Customer Segments

Insight Global; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial services company in Toronto is seeking a segment manager for their New-to-Canada initiatives. This role involves developing strategies, managing partnerships, and analyzing market data to foster customer relationships. The ideal candidate has a strong background in strategy and enterprise experience, particularly in banking. The company is committed to diversity and inclusion, ensuring all qualified candidates have equal opportunities.

Qualifications

• Experience managing customer partnerships.
• Strategic thinker with product development background.
• Previous banking experience with retail customers and products.

Responsibilities

• Develop strategies for partnership growth and integration.
• Manage relationships with existing partners.
• Identify compelling partnerships to support customer growth.
• Evaluate competitor group banking programs to understand strengths.
• Analyze business data to identify key drivers for customer retention.

Skills

Enterprise experience

Strategy/Product background

Management education background

Experience in Segments, Strategy or Partnerships

Proficient in MS Excel

Proficient in PowerPoint

Experience with Power BI

Banking experience

Education

Management or strategy education background

Tools

MS Excel

PowerPoint

Power BI

Job description

Overview

The Customer Segments team is responsible for defining, developing, and executing on cross functional customer centric strategies that drive personal banking acquisitions and to enhance retention. The New-to-Canada (N2C) segment manager will be responsible for leading the development and execution of various initiatives that result on the accelerated growth of the priority N2C segment from a pre-arrival perspective.

You will be required to analyze market, competitor, and customer information to develop compelling value propositions to attract N2C customers and to nurture deeper customer relationships early on in their journey with the bank. You will also be responsible for end-to-end execution – partnering with external partners (primarily colleges & universities) to ensure successful sponsorship/partnership events and maintaining a good relationship. At the same time, you will be required to work cross-functionally, on a regular basis, with internal stakeholders such as Product, Marketing, Digital, Compliance, Analytics and Frontline to bring the segment’s value proposition to life.

Responsibilities

• Developing strategies for partnership growth and integration with global partners for acquisition
• Managing and enhancing relationships with existing partners
• Identify and develop compelling partnerships to help grow the priority N2C segment portfolio and support customers with relevant value additions to drive activation
• Overseeing partnership performance and ensuring alignment with business goals
• Develop compelling value propositions for the segment, keeping customer needs, competitive landscape, and profitability in mind
• Evaluate and report on competitor group banking programs on an on-going basis to understand positioning, pricing, strengths, and weaknesses
• Partner with Marketing, Customer analytics, Digital and Frontline teams to analyze business and marketing data to identify key drivers, mechanics, and associated dependencies for driving N2C conversion, product adoption, retention, and cross-sell
• Identify best-in-class customer communication and cross-sell practices to inform the bank and develop a robust segment strategy
• Effectively translate analytics into meaningful customer insights and actionable recommendations
• Performance monitoring including Forecast results from various tactics and advocate for resource prioritization
• Collaborate with marketing partners to develop content for communication and creative teams to drive the development of communication templates and marketing assets to nurture partnerships and client relationships
• Drive continued innovation in evolving the segment program
• Articulate campus partnership strategy and communicate results on an ongoing basis to key stakeholders

Qualifications

• Large enterprise experience
• Strategy/Product background (NOT Marketing)
• Management or strategy education background
• Candidate should have previous experience in Segments, Strategy or Partnerships within an FI - A mix would be ideal
• Proficient user of MS Excel, PowerPoint and Data visualisation tools such as Power BI
• Banking experience, specifically experience with retail banking customers and products

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/