Program Operations & Analytics Lead

Carson Wealth; Omaha (NE); On-site; USD 135,000 - 155,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

Job summary

Carson Wealth, headquartered in Omaha, seeks a senior business Analyst to develop and optimize Client Acquisition systems, data, and processes to drive growth. You will define requirements, improve lead quality and conversions, and partner with marketing, technology, and vendors to scale the program.

The role emphasizes ownership of both the “what to build” and “how to make it work” across CRM, data platforms, and reporting, with strong collaboration in a fast-moving team environment.

Qualifications

• Bachelor's degree in business, IT, or related field.
• 8+ years of professional experience in financial services or related industry.
• Experience acting as business analyst and process owner.
• Experience implementing CRM/data systems and lead lifecycle improvements.

Responsibilities

• Develop and optimize lead lifecycle processes and reporting.
• Collaborate with internal teams and external partners to implement solutions.
• Manage technology backlog and requirements from leadership.

Skills

CRM systems

Salesforce

HubSpot

Power BI

Data platforms

Analytical skills

Cross-functional

Education

Bachelor’s degree in business/IT or related

Tools

HubSpot

Salesforce

Power BI

Catchlight

Calendly

Job description

Carson Wealth, headquartered in Omaha, seeks a senior business Analyst to develop and optimize Client Acquisition systems, data, and processes to drive growth. You will define requirements, improve lead quality and conversions, and partner with marketing, technology, and vendors to scale the program.

The role emphasizes ownership of both the “what to build” and “how to make it work” across CRM, data platforms, and reporting, with strong collaboration in a fast-moving team environment.