Data Insights Leader

Forvis Mazars US; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Data Insights Leader to manage Marketing & Business Development data and reporting, overseeing CRM analysis, data quality, training, and technology adoption to deliver practical insights, tools, and processes that support client acquisition, relationship growth, campaign effectiveness, and business development priorities.

The role partners with business leaders to translate needs into CRM, reporting, technology, and data governance priorities, develops dashboards

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 5+ years in marketing or sales operations, CRM admin, data analytics, reporting.
• Experience coordinating cross-functional data, CRM, marketing tech, or business development initiatives.
• Hands-on with CRM and reporting platforms (Dynamics, Salesforce, Power BI, Tableau) including dashboards and data visualization.
• Experience supporting campaigns, lead lifecycle management, pipeline activity, client acquisition, and technology adoption.

Responsibilities

• Lead the Data Insights team by setting priorities and coaching team members.
• Partner with firm leaders to translate business needs into CRM, reporting, and data governance priorities.
• Develop and improve dashboards and analyses covering client relationships, pipeline, and campaigns.
• Evaluate and implement improvements to CRM, Power BI dashboards, and related processes.
• Collaborate with Digital Marketing on lead scoring and lifecycle management.
• Create training, documentation, and process guidance for using data and tools.
• Gather user feedback and monitor service measures to improve adoption.

Skills

CRM administration

Data analytics

Reporting

Cross-functional collaboration

Dashboard development

Education

Bachelor’s degree (marketing, business, data analytics, information systems, communications)

Tools

Microsoft Dynamics

Salesforce

Power BI

Tableau

Introhive

Job description

Description & Requirements

The Data Insights Leader manages the Marketing & Business Development data and reporting team. This role oversees CRM analysis, reporting, data quality, training, and technology adoption and partners with business leaders to deliver practical insights, tools, and processes that support client acquisition, relationship growth, campaign effectiveness, and business development priorities.

Requirements

The Data Insights Leader manages the Marketing & Business Development data and reporting team. This role oversees CRM analysis, reporting, data quality, training, and technology adoption and partners with business leaders to deliver practical insights, tools, and processes that support client acquisition, relationship growth, campaign effectiveness, and business development priorities.

What You Will Do

• Lead the Data Insights team by setting priorities, assigning work, coaching team members, and monitoring delivery.
• Partner with firm leaders, regional and sector stakeholders, and data owners to translate business needs into CRM, reporting, technology, and data governance priorities.
• Develop and improve dashboards, reports, and analyses covering client relationships, pipeline activity, campaign performance, pursuits, and market engagement.
• Evaluate, test, and implement improvements to CRM, Introhive, Power BI dashboards, and supporting business development processes.
• Partner with Digital Marketing on lead scoring and lead lifecycle management.
• Create training, documentation, and process guidance that help professionals use data and technology tools effectively.
• Gather user feedback and monitor service measures to improve adoption and internal support.

Minimum Qualifications

• Bachelor’s degree in marketing, business, data analytics, information systems, communications, or a related field; equivalent relevant experience may be considered.
• Five or more years of experience in marketing or sales operations, CRM administration, data analytics, reporting, or a related field.
• Experience managing employees and coordinating cross-functional data, reporting, CRM, marketing technology, or business development initiatives.
• Hands-on experience with CRM and reporting platforms such as Microsoft Dynamics, Salesforce, Power BI, or Tableau, including dashboard development, data quality, and data visualization.
• Experience supporting campaigns, lead lifecycle management, pipeline activity, client acquisition, and technology or workflow adoption.

Preferred Qualifications

• Eight or more years of relevant experience.
• Professional services, accounting, consulting, or business-to-business experience.
• Experience with Introhive, ZoomInfo, LinkedIn Sales Navigator, or related marketing technology tools.

About

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expresses the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.