Campaign Analytics and CRM Manager, WPB Philippines

Role Overview

The role involves collaborating with the Head of Campaign Analytics to implement Premier/Wealth and International campaigns and strategic initiatives, driving acceleration of Premier CLCM, and providing recommendations on strategic and tactical activities to enhance Wealth and International sales and channel performance.

What You Will Do

The main day-to-day responsibilities include driving proper usage of OSS, implementing tagging strategies for optimizing customer leads contact and conversion rates, automating and developing PREMIER/Wealth and International campaign & leads pre & post-tracking dashboards, and adhering to HSBC internal control standards.

Why It Might Be a Fit

The ideal candidate will have a strong analytical and automation skillset, excellent relationship and cross-functional skills, and experience in end-to-end visual sales and campaign dashboard automation using Power BI/QlikSense and Robotic Process Automation (RPA).

Requirements

• Minimum 5 years of experience in customer data, reporting, campaign management, and analytics
• Proven ability in Customer Relationship Management (CRM)
• Capability to analyze financial priorities, influencing customers to take appropriate action to meet their needs
• Understanding of HSBC’s Credit Policy and Lending Guidelines
• Possess a broad understanding of financial and Wealth and International planning, adept at defining and addressing diverse customer needs
• Excellent Programming skills such as SAS, SQL, Python, R
• Extensive knowledge of ETL processes, particularly using Python/SAS/Big Query programming
• Strong analytical and automation skills
• Excellent relationship and cross-functional skills
• Proven experience in end-to-end visual sales and campaign dashboard automation using Power BI/QlikSense and Robotic Process Automation (RPA)
• Knowledge in experimental designs, test and learn methodologies is a plus
• Experience in developing and optimizing customer journeys aligned with campaign and business objectives
• Customer-driven with a strong focus on service quality
• Proven ability to make lending decisions in accordance with bank policy and guidelines
• Clear understanding of value creation within the Premium segment, both for customers and the bank
• Solid understanding of data visualization principles and best practices

Benefits

• Dental insurance
• Vision insurance
• Flexible working
• Opportunities to grow within an inclusive and diverse environment
• Continuous professional development
• Flexible working
• Inclusive and diverse environment