Campaign Effectiveness Analyst

Position Id
Toronto ON
Job Type
Contract Full-Time

CONTRACT DURATION: 6 Month Contract (Chance to extend)

The role is responsible for the improvement of the effectiveness (ROI) of marketing campaigns to existing customers across all digital and manned channels. The successful candidate will leverage CRM outputs, interpret the evaluation of campaign reports, create analysis and present to all relevant stakeholders with insights to help decisions on future campaigns. Creation of post campaign reports/presentations that are engaging, client-friendly, insightful, incorporating best practices in data visualization and story-telling, on an ad hoc/monthly/quarterly/yearly basis.


  • Progressive experience in Campaign management, MIS and Reporting in Financial industry – 2 years
  • Proven knowledge of CRM principles, strategies and ideologies around acquisition, conversion, loyalty, engagement, retention and attrition models, consumer journey optimizations, and lifecycle marketing
  • Good Understanding of Campaign management - Propensity targeting, effectiveness tracking and ROI across different channels (Digital, Emails, Branch or Contact centers)
  • Strong skills in MS Excel (Pivot, charts, formulas), PowerPoint presentations and data visualization - ability to accurately evaluate information from excel or other reports and present recommendations based on facts
  • Excellent interpersonal, presentation, written and verbal communication skills
  • Strong analytical skills - Able to understand numbers, inferences, insights and prepare reports or presentations
  • Attention to detail, strong problem solving ability and should be able to understand and explain consumer behavior from the Campaign reports


  • Collaborate with CVM management and Distribution channels to ensure CRM activities align with business objectives, to develop supporting tools such as sales scripts
  • Interact with Customer Insight for voice of customer and external market/competitor perspective for leads opportunity selection
  • Interact with Marketing on “look and feel’ campaign creative and challenger treatments and for management of any vendor relationships to ensure relevance, feasibility and control relative to lead opportunity selection
  • Interpret and present evaluation reports for campaigns such as tracking reports and PIRs
  • Partners with team and CVM management to manage activities to achieve RBWM objectives and targets
  • Responsible for stakeholder management across RBWM business units to drive Canadian market share growth, ensuring a close connection between market trends/client needs and product/channel delivery and business
  • Represent HBCA RBWM's interests in forums as assigned, consolidating responses and providing feedback and advice
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
  • To support the Head of CRM and Analytics in providing a high quality, customer driven support function
  • Maintain strong relationships with team, key partners and stakeholders across the organization
  • Interact with team and CVM management teams to identify peer company best-in-class service practices & technologies to improve Customer experience
  • In conjunction with Product, Jade, Premier, Advance and Retail (Foundation) teams establish MI to create better visibility of transactions by product, by client and by channel
  • Promote an environment that supports diversity and reflects the corporate brand
  • Responsible for supporting the head of CRM & Analytics to manage and grow the segment profit
  • Decisions within assigned authority for project assignments within CRM team, provides input into vendor selection and setting priorities in conjunction with CVM management and in line with RBWM strategies
  • Identify methods to improve distribution effectiveness in lead conversion and usage of CRM output
  • Proactively improve and monitor customer data quality
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