Content & Analytics Execution Lead operationalizing banking processes for Truist's Commercial Banking. Collaborating with teams to improve client and teammate experience while mitigating risks.
About the role
- Engage clients through content to enhance their experience with the platform, analyzing usage metrics and providing personalized recommendations and communication. Collaborate with internal teams to improve content offerings and address inquiries.
Responsibilities
- Monitoring and analyzing how clients are using our platform, including content access and engagement metrics.
- Identify trends and behaviors in client activity and create personalized content recommendations that align with their interests and needs.
- Actively communicate to clients and keep them informed about new content releases platform updates, features, and events through emails or newsletter, ensuring they remain engaged.
- Coordinate with various internal stakeholders to address client inquiries and concerns, ensuring timely and effective resolution.
- Address and resolve any platform-related issues to maintain a positive client experience and satisfaction.
- Share insights and feedback with internal teams to support ongoing improvements in content offerings and client interactions.
Requirements
- At least 2-3 years of experience in roles involving client correspondence, internal stakeholder coordination, project management, and the like.
- Excellent communication skills in English, both verbal and written
- Experience in content writing and newsletter writing, with the ability to craft compelling and engaging content is a plus
- Strong interpersonal skills to build and maintain relationships with clients; capacity to interact with high-level executives and seasoned investors
- Excellent problem-solving mindset with a proactive, customer-centric approach and the ability to think critically
- Great attention to detail with the capacity to analyze client interactions and behaviors
- Proficiency in CRM software (Hubspot is a plus) and other relevant tools
- Proficiency in Airtable is a plus
- Ability to work independently and collaboratively in a fast-paced environment
Benefits
- You would like to work in a start-up environment
- You are passionate about technology and investing
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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