Data Analyst – Segmentation and Automation - Rockwoods : Job Details

Rockwoods is seeking a talented Data Analyst – Segmentation and Automation for an exciting opportunity with our esteemed client in Tyson's Corner, VA. If you're skilled in leveraging data to drive strategy and efficiency, this role is tailor-made for you!

Position Overview

The Data Analyst for Segmentation and Automation will play a key role in enhancing customer segmentation strategies and advancing automation efforts to streamline analytics and operational workflows. This position blends expertise in advanced data analysis, predictive modeling, and process optimization to drive the growth and effective management of deposit products.

Primary Responsibilities

1. Customer Segmentation Analysis

• Create and enhance data-driven segmentation models based on customer behaviors, demographics, and product usage.
• Identify and prioritize high-value customer groups to optimize marketing efforts and increase deposit growth.
• Analyze segment-specific trends and deliver actionable insights to improve product offerings and strategies.

2. Automation and Workflow Optimization

• Develop and implement automated processes for data collection, analysis, and reporting.
• Create scripts and tools to boost efficiency in segmentation and performance tracking.
• Utilize APIs, ETL pipelines, and cloud platforms to integrate advanced analytics into operational systems.

3. Data Visualization and Reporting

• Design and maintain dashboards to monitor key deposit performance metrics such as balances, attrition, and churn by customer segment.
• Generate automated, real-time reports to support decision-making and uncover growth opportunities.

4. Collaboration and Stakeholder Engagement

• Work closely with product and marketing teams to develop targeted, impactful campaigns.
• Partner with leadership to craft strategies that increase deposit penetration in key customer segments.
• Provide training and support for stakeholders to adopt new tools and automated processes successfully.

5. Compliance and Data Integrity

• Ensure all segmentation and automation workflows adhere to financial regulations and data privacy standards.
• Maintain high standards of data accuracy, security, and integrity across automated systems.

Qualifications and Skills

• Experience: 8+ years in data analytics, segmentation, or automation roles, with a preference for experience in banking or financial services.
• Education: Bachelor's degree in Data Science, Computer Science, or a related field.
• Technical Skills:
• Proficiency in SQL, Python, R, or equivalent programming languages.
• Experience with visualization tools like Tableau or Power BI.
• Familiarity with workflow automation tools and knowledge of predictive analytics.
• Key Competencies:
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent communication abilities to convey data-driven insights to non-technical audiences.
• Capable of managing multiple projects and meeting deadlines in a fast-paced environment.

Team Responsibilities

• Define segmentation logic for marketing campaigns and promotional fulfillment.
• Automate existing dashboards (Daily dashboards for CHK, PSV, MMSA, RSV, and CD).
• Oversee and update the Transaction Tracker Dashboard.
• Manage the Members and Non-members Offer Database.
• Support BI reporting (e.g., LAM reports, stable deposit reports, email, and direct mail dashboards).
• Maintain the Direct Deposit Table to ensure data accuracy and performance tracking.