What are the responsibilities and job description for the Business Analyst - III position at Intelliswift - An LTTS Company?
Job Description:
Title: Customer Engagement Senior Analyst/Manager
Duration: 6 months contract with possibility of extension
Location: San Francisco, CA. / Seattle, WA. 98103 (Hybrid - Onsite 3 days per week)
At Client, the Chief Marketing Officer (CMO) Customer Engagement team connects our CMO to high-value customer meetings that drive strategic impact for the company. We develop the strategic framework for customer interactions, coordinating with a broad network of stakeholders across Sales, Marketing, Alliances, Customer Success, Executive Programs, and Public Relations to identify the key opportunities that maximize time and customer reach. We are an agile team that can bob and weave through cross-functional groups, consolidating requests and mapping relationships across 1st and 3rd party events, 1:1 meetings, leadership summits, and sales programs, to ensure a meaningful customer
engagement with our CMO.
Our team is looking for a motivated, independent, self-starter that can jump in and help collect, analyze, and coordinate customer meetings on behalf of our CMO. The person in this role will be responsible for orchestrating high-impact CMO customer engagements, delivering data-driven insights that shape our customer strategy, improving processes and systems to strengthen operations, and working cross functionally across the company, This individual needs to be very well organized, work fast, and be comfortable with ambiguity.
Job Description:
Title: Customer Engagement Senior Analyst/Manager
Duration: 6 months contract with possibility of extension
Location: San Francisco, CA. / Seattle, WA. 98103 (Hybrid - Onsite 3 days per week)
- Top skill sets: - Program Management, Comms, Sales Strategy
- Must have skills: Program Management, Comms, Operations
- Teachable skills: Salesforce tools, Exec Presence
- Optional skills: Sales Strategy, Exec Communication, Tab Dashboards
At Client, the Chief Marketing Officer (CMO) Customer Engagement team connects our CMO to high-value customer meetings that drive strategic impact for the company. We develop the strategic framework for customer interactions, coordinating with a broad network of stakeholders across Sales, Marketing, Alliances, Customer Success, Executive Programs, and Public Relations to identify the key opportunities that maximize time and customer reach. We are an agile team that can bob and weave through cross-functional groups, consolidating requests and mapping relationships across 1st and 3rd party events, 1:1 meetings, leadership summits, and sales programs, to ensure a meaningful customer
engagement with our CMO.
Our team is looking for a motivated, independent, self-starter that can jump in and help collect, analyze, and coordinate customer meetings on behalf of our CMO. The person in this role will be responsible for orchestrating high-impact CMO customer engagements, delivering data-driven insights that shape our customer strategy, improving processes and systems to strengthen operations, and working cross functionally across the company, This individual needs to be very well organized, work fast, and be comfortable with ambiguity.
Job Description:
- Vet and prioritize CMO meeting requests from field and customers; manage intake from our CRM system, email, and Slack channels
- Support FY27 CMO customer engagement strategy, helping to create process and structure, as well as Office of CMO initiatives
- Manage the full operational lifecycle for customer engagements: vetting and coordinating customer engagements; obtaining meeting approvals; preparing briefing documents; as well as run the debriefing and follow-up process
- Coordinate with internal stakeholders to align on invite lists, meeting agendas & logistical details, and seating charts
- Manage shared systems: maintain prep doc folders, event templates, media archives, CMO customer engagement calendar
- Draft customer-facing follow-up communications and action items post-meeting or event
- Track Sales and Marketing metrics to determine strategy for meetings and events
- Maintain and manage Tableau dashboards and internal reports
- Creative and comfortable with ambiguity and tight deadlines. “We will find a way / get it done” mentality
- Growth mindset with a curious, fun, collaborative spirit
- Program management — very detail oriented!
- Natural self starter who can see the big picture and simultaneously focus on the details
- Sales strategy & programs experience is a plus
- Strategic thinker and connector across multiple teams and stakeholders
- Excellent verbal and written communication skills, including executive communications
- Salesforce reporting and dashboard knowledge
- Sales strategy & programs experience is a plus
- Experience in executive engagement/comms