Competitive/Market Intelligence and Research Analyst
Experienced practitioner, consultant and theorist in the research,
acquisition and analysis of information that provides corporate
intelligence leading to a business competitive advantage. Assess business
environment dynamics to develop action plans and recommendations to support
senior executive decision makers. Ability to develop innovative and
creative approaches in the use of information required for problem
resolution. Conduct skillful negotiations that provide information for
teams to develop plans that lead towards corporate competitiveness while
cultivating relationships with clients and vendors to facilitate timely
deliverables. Ability to transition skill set across industries domains.
Results-driven and client-focused manager with effective project
management, leadership and coaching skills.
Professional Highlights
Metropolitan Life - Bridgewater, NJ
Manager - Market Intelligence & Metrics
2004 - 2010
Responsible for support of the organizations decision-making needs through
the identification, synthesis, and analysis of information from competitor,
marketing and customer research. Analyze and interpret information to
provide insights and predictions at a macro (corporate strategy) and micro
(product, sales and marketing initiatives) level. Drive meaningful insights
through value-added reports/presentations that summarize findings and make
recommendations. Output of this position is used by Senior Management,
Strategic Planning, Corporate Development/M&A, Investor & Public Relations,
Treasury, Global Brand & Marketing Services, Retirement Strategies Group
and Lines of Business for making strategic business decisions with the
objective of gaining marketplace leverage, and optimizing business
opportunities.
. Managed vendor to provide research-based project support to Corporate
Advertising and Brand teams, with some emphasis on supporting
Multicultural efforts through management of Brand Preference Tracking
Studies.
- Conducted 15 waves of research measuring the impact of MetLife
advertising on consumer preference as well as key brand metrics and
attributes among target segments.
- Identified the drivers of preference and engagement, and supported
the implementation of them in campaign execution. This resulted in
an increase of consumer visits to MetLife.com by 19% and an
increase in total lead generation by 184%.
. Implemented a corporate marketing ROI model to quantify MetLife's
marketing's impact on financial results and maximize ROI through
effective marketing mix adjustments.
- Recommended change in advertising flighting schedule that resulted
in an increase of total lead generation by 33% and TV advertising
effectiveness by 32% while maintaining the same level of media
spending as previous year.
. Integral part of team charged with implementation of Prizm Segmentation
target analysis.
- Worked with vendor to construct Prizm segmentation based on current
customer base and determine impact of new segmentation on media
planning initiatives.
. Primary author and owner of key Market Intelligence deliverables and
activities, including:
. Competitive Media Positioning & Spending Analysis; Industry
Landscape Update; Market Share Compendium; Scenario Planning
exercises; Non-Linear Shifts/Mega-Trends Category Review;
Enterprise Strategy Review.
. Provide ongoing tracking of key competitors.
. Provide ad-hoc support to Global Brand & Marketing Services covering
knowledge management in branding, eBusiness, consumer trends and other
relevant topics (innovation, diversity, etc.).
. Identify MI innovations: new data sources, enhanced analysis/reporting,
process automation.
. Serve as subject matter expert on future, economic, marketing/branding
and consumer trends.
JPMorgan Chase - New York City, New York
Consultant - Market Intelligence & Competitive Analysis
2003 - 2004
Developed, populated and maintained industry news database which allowed
for rapid retrieval of competitive information. Increase the effectiveness
of our data platform by appending information from network intelligence
sources and employee debriefing sessions. Attend tradeshows and industry
events observing targeted competitors to collect predetermined information.
Employ use of knowledge management software solutions to effectively manage
the internal and external intelligence gathering, evaluation and
distribution processes. Provide strategic and tactical competitive
intelligence to support decision-making of senior management and
relationship/product management organizations.
. Provide coverage for 15 core and non-core competitors. Created and
maintained quarterly profiles that detailed SWOT analyses, financial
condition, new product development initiatives, organizational
structure, and product/service offerings.
. Identified, analyzed and published segment-relevant news and
implications via weekly e-newsletter to a distribution of 600+
recipients globally.
. Conducted ad hoc industry event-driven research and analysis.
Disseminated findings through "special briefing" documents.
. Developed and presented intelligence briefings to senior executives,
sales and marketing, and technical personnel prior to tradeshows and
industry events in order to elicit assistance in competitive collection
efforts and to prevent disclosure of company information to
competitors.
AT&T - Morristown, New Jersey
Project Manager - Market Intelligence & Competitive Analysis 2000 - 2003
Provide data and intelligence through translation of competitive messaging,
media investment, direct marketing tactics, customer satisfaction,
advertising awareness, customer churn and strategy into meaningful
actionable information. Communicate findings for briefings to Executive,
Marketing, Product and Operations teams. Support team through management of
Competitive Price/Offer Test Calling Studies, Advertising/Channel Alerts,
Weekly Status Scorecards, War Gaming, Syndicated and Employee-based Direct
Mail Panels, Web Monitoring Platform and Secondary Research Analysis.
. Supported the attainment of 300K bundled sales worth $18M in revenue by
coordinating teams in developing holistic competitive analyses to
launch services in 15 new local markets.
. Tracked and analyzed competitor's direct mail, media and pricing
initiatives. Communicated findings through weekly status reports to
distribution of 200+ recipients.
. Managed 100+ ad hoc request projects and collaborated on competitor
strategy evaluations for internal clients that identified and
interpreted key market, competitive and promotional trends used in
presentations to leadership teams.
. Optimized information gathering processes to realize a 10% cost
reduction from prior year
. Led team to develop corporate competitive intelligence website and
coached peers in use of competitive research tools.
AT&T - Dallas, Texas
Marketing Manager - Consumer Acquisition & Retention Marketing 1999 -
2000
Supported five member team responsible for offer product development,
market sizing, research, business and financial planning, pricing, business
metrics and customer satisfaction. Supported Director by developing
executive presentations.
. Created corporate market planning calendar integrating internal &
external research, forecasting, and market action plans. Recommended
marketing strategies and tactics.
. Partnered with product managers to develop strategic business plans,
offer development, messaging and program implementation.
. Managed reporting, variance analysis and forecasting. Evaluated
customer satisfaction feedback and benchmarked Company against industry
standards.
. Developed focus group questionnaires, written reports, proposals and
competitor evaluations.
. Supervised sales tool project to advise call center reps about
competitor offers. Led process from conducting contract negotiations
through end-user training.
EDUCATION & PROFESSIONAL DEVELOPMENT
. MBA, Monmouth University, West Long Branch, NJ
. BA, Psychology, Monmouth University, West Long Branch, NJ
AFFILIATIONS
. Society of Competitive Intelligence Professionals; American Marketing
Association