Client and Marketing Analytics Partner, Asia

Sun Life; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Sun Life in Hong Kong is seeking a Client & Marketing Analytics Partner to drive data-driven decisions across Client and Marketing. The role partners with regional teams on KPI definitions, analytics prioritization and actionable recommendations, including AI-enabled analytics and next-best-action capabilities.

The ideal candidate brings 8–10+ years of analytics experience in finance/insurance, strong BI tool proficiency, and the ability to translate business needs into technical requirements

Qualifications

• 8-10+ years of analytics experience in client, marketing or BI.
• Insurance/financial services experience preferred.
• Bachelor's degree in statistics, data science, or related field.
• Experience partnering with brand/marketing teams to translate performance data into actions.
• Experience designing AI-enabled analytics solutions and workflow-based tools.

Responsibilities

• Collaborate with regional leaders across Client & Marketing to understand priorities and insight needs.
• Ensure reporting data is accurate, reliable and governed; evaluate data sources, APIs and CRM data.
• Translate priorities into analytics, automation and AI-enabled workflow solutions.
• Provide proactive ad-hoc and deep-dive analysis to surface risks, opportunities and recommendations.
• Support next-best-action, next-best-channel use cases by translating insights into targeting decisions.

Skills

Marketing analytics

Tableau

Power BI

SQL

Python

Excel

Stakeholder management

AI analytics

Education

Bachelor's degree in statistics, data science, or related field

Tools

Salesforce

Adobe Analytics

Google Analytics

Qualtrics

Supermetrics

Windsor.ai

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

The Client & Marketing Analytics Partner enables data-driven decision-making across Client and Marketing by defining reporting routines, generating actionable insights and translating analytics into business recommendations. The role reports directly to the Chief Client Experience and Marketing Officer, Asia, and works with regional, BU Client, Marketing and D&A teams on priority Client, Experience Design, Brand, Marketing Operations, Digital/Web Analytics and Performance Marketing initiatives.

The role anchors common KPI definitions, reporting quality, insight routines and analytics prioritization across Asia CX&M, Client, quality and marketing performance, including deepening client relationships, retention and loyalty, converting data platform and analytics outputs into recommendations, actions and value tracking.

The role requires strong brand, marketing, client behaviour and performance management understanding - not just dashboard-building. It will identify, design and help build AI-enabled analytics solutions, including agentic capabilities, that move beyond static reporting to deliver agile performance feedback, actionable insights, recommended next steps and measurable optimization for marketing and client teams.

It should also support next-best-action, next-best-message, next-best-ad and next-best-channel thinking, using data and AI to guide what to communicate, to whom, through which channel and with what expected business or client outcome.

Preferred Skills

Business, Client & Marketing Analytics

• Strong life insurance, client, brand and marketing knowledge, with experience in performance, digital marketing or client analytics preferred
• Familiarity with full-funnel lead generation measurement, from awareness and consideration through Online-to-Offline conversion, connecting survey measures, search trends, traffic quality, lead quality and conversion outcomes
• Strong analytical skills, including the ability to synthesize data into insights and identify data gaps or roadblocks where system access is limited
• Proficiency with data visualization, dashboards and business intelligence tools, preferably Tableau and/or Power BI, to design reporting that drives usage and action

Business Translation & Stakeholder Skills

• Ability to translate business needs into technical requirements and bridge technical terminology with business outcomes
• Comfortable working through ambiguity, complex data issues and unstructured business problems
• Strong communication and stakeholder management skills, with a T-shaped profile across marketing, client, data, analytics, technology and operations

Marketing Intelligence, Data Sources & Automation

• Working knowledge of marketing intelligence, data connector and integration platforms, APIs and ad platform data sources, including 3rd party marketing data integration tools such as Supermetrics, Windsor.ai or similar
• Knowledge of CRM platforms such as Salesforce and Online-to-Offline lead journeys, including lead capture, advisor follow-up, pipeline management and conversion tracking
• Familiarity with a range of MarTech, web analytics, survey, ad platforms and social listening tools, including Adobe Experience Cloud (specifically Adobe Analytics, Marketo, Adobe Target), Google Ads, Meta, LinkedIn, Microsoft Ads, Qualtrics and Sprinklr where relevant

AI, Advanced Analytics & Workflow Enablement

• Working understanding of AI-enabled analytics, agentic AI flows and workflow automation for reporting, insight generation, recommendations and follow-through tracking
• Applied understanding of advanced analytics, modeling and AI concepts related to insurance, segmentation, Client 360, data capture and reporting, journeys and marketing performance optimization

Technical Foundation

• Knowledge of data warehousing, data lakes, ETL and cloud-based data platform concepts, with exposure to AWS, Azure or Linux an advantage
• Understanding of SQL, Python or VBA for analytics and automation is an advantage
• Advanced Excel and spreadsheet skills
• Ability to bring together stakeholders across Asia and create structured insights from unstructured inputs
• Strong quantitative mindset, analytical curiosity and practical business problem-solving

Qualifications

• 8-10+ years of experience in analytics, client/customer analytics, marketing analytics, performance management, business intelligence or a related discipline; at least 5 years in client and marketing reporting or analytics preferred
• Experience in insurance, financial services, consulting or another data-rich regulated industry preferred
• Bachelor's degree in statistics, actuarial science, mathematics, data science, computer science, economics or a related field
• Regional or multi-country experience across Asia preferred
• Experience partnering with brand and marketing teams to interpret performance data, identify implications for media, messaging, targeting, client journeys and campaign optimization, and convert reporting into practical business actions
• Experience designing or shaping AI-enabled analytics solutions, including agentic or workflow-based tools, that help users diagnose performance issues, generate recommended actions and track follow-through
• Strong problem-solving experience in complex, ambiguous environments, with the ability to frame business questions, diagnose root causes, influence stakeholders and prioritize insight work based on commercial and client impact
• Demonstrated experience building or operationalizing next-best-action, next-best-message, next-best-ad or next-best-channel capabilities, including translating customer, campaign and behavioral data into targeted communication and activation strategies

Responsibilities

• Collaborate with regional leaders across Client & Marketing, Brand, Operations, Distribution and Finance to understand priorities, challenges and insight needs. Translate these into dashboards, analytics initiatives and insight solutions that support agile performance feedback and drive clear actions to improve brand, marketing and client outcomes across Asia
• Ensure reporting data is accurate, reliable and governed. Partner with Marketing Operations and Performance, D&A and BI teams to evaluate data sources, APIs, connectors, brand awareness, CRM and lead funnel data, and integration solutions that improve accessibility, reduce manual effort and enable scalable reporting
• Partner with Regional Data Transformation, BI, AI and local D&A teams to translate Client and Marketing priorities into analytics, reporting automation and AI-enabled workflow solutions. Identify and shape agentic AI and automation opportunities that reduce manual effort and improve decision support across priority markets
• Provide proactive ad-hoc and deep-dive analysis for regional leaders, applying brand, marketing performance, client behavior and AI-enabled analytics to surface risks, opportunities and recommendations faster, moving teams from insight to decision, test-and-learn optimization and execution, including Online-to-Offline lead funnel, pipeline and conversion insights where relevant
• Support next-best-action, message, ad and channel use cases by translating insight into practical targeting, messaging, media and communication decisions

Job Category:

Advanced Analytics

Posting End Date:

29/12/2026