Sign in

Customer Management

Columbus, Ohio, United States
55,000 - 65,000
August 09, 2018

Contact this candidate



BS // Management Information

Systems/Interactive Media Studies

Miami University, Oxford OH


Study Abroad // Marketing

John E Dolibois European Center

Luxembourg City, Luxembourg

Barcelona, Spain

FCB Chicago Strategic Analyst Chicago, IL 2016 – Present Financial Services Industry & Customer Relationship Management In this role I analyze complex data sets, identify data trends, and communicate insights to improve business processes and customer relationships. My current focus is in the Financial Services industry and customer relationship management programs. I manage various forms of data (email, direct mail, survey, social and customer account) in a Tableau dashboard to measure the success of our customer lifecycle program.

• Develop and manage Tableau dashboards to analyze all customer lifecycle touch points in one place to provide a detailed overview of current programs and optimizations for current and future campaigns.

• Support the technical architecture behind CRM marketing campaigns, which includes identifying and troubleshooting data issues.

• Define measurement plans for CRM and social campaigns to develop business objectives, goals, KPIs and present quantitative and qualitative findings to internal and external stakeholders.

• Present unique data findings in market research, social scrapes and consumer research for new business development.

Protiviti IT Consultant Chicago, IL 2015 – 2016 Planned, managed and tested technology audits, implementation reviews and risk assessments. Collaborate with cross-functional teams to communicate project development and findings.

• Performed detailed walkthrough processes, wrote process narratives, tested IT general controls, communicated test results and remediation plans. Protiviti IT Consultant Intern Cincinnati, OH summer 2014 Performed IT Sarbanes-Oxley, change management and gap analysis for the industrial and financial services industry.



• Tableau

• Adobe Analytics



• Access

• Visio

• Power BI

• Social Analytics: FB, TW

• Sysomos/Infegy

• YouGov Profile/Brand Index

• Simmons

• Mintel, Statista, Forrester


• Adobe “Top Gun”

• Tableau Intermediate

• Facebook Blueprint

• FCB Presentation Skills

A strategic analyst skilled at solving complex problems with creative solutions. A strong foundation in Management Information Systems and Interactive Media Studies, with a strong passion for understanding how technology can impact customer experiences. Proven ability to think strategically, plan diligently and communicate effectively to improve products, processes and experiences. A team player with the ability to work independently while collaborating with a diverse team. Dani Strategic Kaufman Analyst



614 – 746 – 0306

Columbus, OH


Community Engagement

Urban Initiatives

Associate Board Member Chicago, IL 2016 – Present Assist in organizational volunteer and fundraising efforts.

Contact this candidate