Director of Business and Portfolio Analytics

Full Time
San Diego, CA 92129
Posted
Job description

Overview

Come join the TurboTax Customer & Business Strategy Team as the Director of Business & Portfolio Analytics. This team is responsible for our overall customer & business strategy and leading the organization to ensure we deliver on growth and revenue commitments. You’ll also be part of an organization that, through customer obsession and innovation, has consistently delivered record-breaking growth in revenue, customers and share.


This critical role for the business will need a candidate with strong data literacy, business acumen, & ability to develop deep industry knowledge/competitive awareness in order to provide senior leaders with a clear picture of industry & share performance/opportunities, guide our customer strategy, identify opportunity segments, & inform our overall business model & monetization strategies. To be successful, this candidate will be required to create strong partnerships & communicate clearly to senior leaders across multiple functions of the organization including Strategy, Marketing, Analytics, Product, Research, & Finance.


This role is a unique and rare opportunity that does not come available often. The candidate will have a direct role in shaping the future strategy of CG at the portfolio level and will work hand-in-hand with the VP, Customer & Business Strategy who is an experienced VP (7 years) and who places a focus on coaching and development.

What you'll bring

  • Strong proficiency in SQL, Excel/G-Sheets, bonus if experience using Tableau
  • 7-10 years professional experience in strategic consulting, marketing, analytics, or product management
  • Bachelor degree required; MBA preferred
  • Ability to identify untapped business opportunity and communicate analytics approach that generates significant customer or business impact
  • Proven ability to formulate hypotheses around category and business opportunities and a strong bias for proving or disproving those hypotheses
  • A catalyst and a change agent that champions innovative analytical approaches to business growth that generates durable advantage
  • Partner effectively with cross-functional teams, including Strategy, Marketing, Analytics, Product, Research, & Finance to translate business strategies and objectives into financial outcomes
  • Detail-oriented individual who can quickly and accurately comprehend, manipulate, and prepare complex models and analyses from large and complex datasets
  • A proactive can-do attitude, a self-starter who is comfortable working independently and with ambiguity in a fast-paced environment while managing multiple priorities simultaneously
  • Proven track record of communicating effectively, telling stories with data, instilling confidence, educating, and motivating multiple stakeholders at varying levels

How you will lead

  • Industry Performance/Share: Lead person responsible for tracking/forecasting industry and competitor share performance & actively engaging with senior leaders & partners to communicate that within the context of overall business performance.
  • Customer Strategy: Identifying growth and customer lifetime value opportunities through a deep understanding of acquisition & retention performance/drivers, customer segments, & forward-looking business models/monetization strategies
  • Value Pools/Target Segments: Using a combination of internal, public, and research data to continuously identify & evaluate opportunities across new and existing customer segments with the goal of influencing overall customer acquisition strategy.
  • Opportunity Sizing/Business Modeling: Evaluate strategic decisions and size new growth opportunities, collaborate across teams to develop business case and bring ideas to market
  • Competitive Intelligence: Develop a deep understanding of the industry, competitive offerings & their investor communications/materials to evaluate competitors’ strategy vs our own, bring the organization together through wargaming and scenario planning, and identify potential actions we would take as a result

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