Strategic Finance Manager, Contact Center/Marketing
Vertex Service Partners•Charlotte, NC
•$130,000 - $150,000
About The Position
The Strategic Finance Manager, Contact Center/Marketing owns the integrity, visibility, and financial accountability of marketing performance across the full funnel - from spend to revenue. This role ensures marketing operates as a data-driven, financially disciplined function, enabling leadership to clearly understand performance, efficiency, and return on investment. The position plays a critical role in aligning marketing, sales, contact center, and finance through accurate data, forecasting, and actionable insights.
Requirements
- Strong analytical mindset with the ability to identify trends, anomalies, and root causes within complex datasets
- Exceptional attention to detail and commitment to data accuracy and integrity
- Advanced Excel and data manipulation skills; ability to translate insights across functions
- Strong communication skills, especially with departmental leaders
- High curiosity and problem-solving skills to understand root causes
- Ability to manage multiple priorities in a fast-paced environment
Nice To Haves
- Background in marketing analytics, finance, or revenue operations or call center analytics
- Experience with CRM/Contact Center tools like ServiceTitan, Five9
- Experience with BI tools such as Sigma and Snowflake, or similar platforms
- Familiarity with forecasting, budgeting, and performance modeling
- Experience auditing lead flows, attribution models, or funnel conversion processes
- Familiarity with AI tools and a willingness to leverage technology to improve workflows and reporting
Responsibilities
- Own data accuracy and system integrity across marketing and financial tracking platforms (ServiceTitan, Five9, Sigma, and external spend tracking tools)
- Establish and maintain a single source of truth for marketing performance across brands, regions, channels, and vendors
- Identify trends, reporting inconsistencies, and opportunities in call center, lead volume, and operational analytics
- Ensure all marketing spend is accurately captured, reconciled, and tied to revenue outcomes in partnership with Finance/Accounting
- Develop and maintain channel performance scorecards, identifying trends, gaps, and areas of underperformance
- Provide full-funnel visibility, highlighting breakdowns in conversion, demand generation, and capacity constraints
- Organize and synthesize large volumes of data into concise, digestible insights for executive and cross-functional audiences
- Deliver clear, actionable reporting and insights to the CMO and cross-functional leadership
- Support marketing forecasting, budgeting, and scenario modeling including spend allocation and conversion
- Facilitate coordination across Marketing, Contact Center, Sales, and Finance to ensure aligned performance and decision-making
Benefits
- Health, Dental, and Vision Insurance
- 401(k) with company match
- Company sponsored Life and AD&D coverage
- Paid Time Off
- Opportunities for growth and on-the-job training
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
