Client Journey Success Manager

7 days ago


Waterloo, Canada Sun Life Full time

Job Description :The Success Manager for the Digital Client Journey has their pulse on all the measurements tied to the performance of our omni-channel digital sales platform.This is a 15 month Maternity leave contract role.What will you do?Aggregate data, develop reports, track key metrics, identify trends, and derive meaningful insights into the performance of our digital assets (daily, weekly, monthly quarterly annually)Work closely with the Client Journey delivery teams to track optimizations, align on success measures, and test strategy for gaining insights and performance impacts.Analyze data, derive insights to formulate recommendations into area for opportunity to improve performance of our omni-channel sales platform (digital assets, upstream, and downstream processes)Actively partner with key stakeholders across functional teams to derive insights on how upstream, midstream, and downstream variables impact performance of our omni-channel experiences.Work with cross functional teams to influence and negotiate prioritization of optimizations identified, taking on ownership to track them through to completion.Present your finding and share your recommendations across various forums and levels of leadership.Act as a liaison across functional teams ensuring appropriate stakeholders are engaged and there is the right level of awareness to effectively drive outcomes.Maintain your own backlog of opportunities identified, prioritizing based on highest value to our client and our business.Partner with analytics to obtain data, key metrics, provide needs using your influence to prioritize deliver.Assist in the development of volume forecasts and defining targets.What do you need to succeed?Must be client obsessed, placing our client at the centre of your work.An innate curiosity that compels you to ask questions and to dig deep to find answers.Demonstrated ability to produce and communicate meaningful insights from various sources and complex data (Quantitative and Qualitative)Demonstrated ability to effectively visualize, and present complex insights adapted to a variety of audiences.Demonstrated experience using data and insights to formulate and support recommendations to influence change.You bring a sense of urgency and instill the same a sense of urgency in others to driving outcomesDemonstrated ability using data to derive opportunity value to prioritize workDemonstrated success working collaboratively to achieve outcomesDemonstrated success proactively networking, fostering relationships, and building partnershipsDemonstrated ability using historical data and emerging trends to create volume forecastsStrong critical thinking & creative problem solvingAn owner’s mindset (must have); You are accountable for driving outcomes and feel accountable holding other accountable to their partWhat's in it for you? Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives. Being part of our transformation journey to better meet the health, wealth, and protection needs of our clients. Competitive salary and bonus structure influenced by market range data. Flexible Benefits from the day you join to meet the needs of you and your family. Pension, stock and savings programs to help build and enhance your future financial security.



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