Data Insights Leader
Forvis Mazars•Charlotte, NC
About The Position
The Data Insights Leader manages the Marketing & Business Development data and reporting team. The role oversees CRM analysis, reporting, data quality, training, and technology adoption, partnering with business leaders to deliver practical insights, tools, and processes that support client acquisition, relationship growth, campaign effectiveness, and business development priorities.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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 to help professionals use data and technology tools effectively.
- Gather user feedback and monitor service measures to improve adoption and internal support.
Benefits
- Robust total rewards program.
- Flexible work environment.
- Commitment to employee well-being, learning, growth, and support.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
