Head of Data Insights & CRM Strategy

Forvis Mazars, LLP; Nashville (TN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work environment

Career development

Job summary

Forvis Mazars, LLP seeks a Data Insights Leader to manage the Marketing & Business Development data and reporting team. You will guide CRM analysis, dashboards, and data quality, partnering with leaders to deliver actionable insights that support client acquisition, relationship growth, and campaign effectiveness.

You will lead initiatives to improve CRM, Power BI dashboards, and data governance, while enhancing training and adoption across the organization.

Qualifications

• Bachelor's degree required or equivalent experience in marketing, business, data analytics, information systems, or related field.
• Five+ years experience in marketing or sales operations, CRM administration, data analytics, reporting, or related field.
• Hands-on experience with CRM and reporting platforms including dashboards, data quality, and visualization.

Responsibilities

• Lead Data Insights team by setting priorities, assigning work, coaching, and monitoring delivery.
• Translate business needs into CRM, reporting, and data governance priorities with stakeholders.
• Develop and improve dashboards, reports, and analyses for client relationships, pipeline activity, campaigns, and market engagement.
• Evaluate and implement improvements to CRM, Power BI dashboards, and related processes.
• Partner with marketing to support lead lifecycle management and campaigns.
• Create training and documentation to help professionals use data and tools effectively.
• Gather user feedback to improve adoption and internal support.

Skills

CRM analytics

Power BI

Team leadership

Data governance

Stakeholder management

Education

Bachelor's degree in marketing, business, data analytics, information systems, or related field

Tools

Microsoft Dynamics

Salesforce

Tableau

Introhive

Job description

Forvis Mazars, LLP seeks a Data Insights Leader to manage the Marketing & Business Development data and reporting team. You will guide CRM analysis, dashboards, and data quality, partnering with leaders to deliver actionable insights that support client acquisition, relationship growth, and campaign effectiveness.

You will lead initiatives to improve CRM, Power BI dashboards, and data governance, while enhancing training and adoption across the organization.