Senior Consultant - Customer Insights and Performance Optimization

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

Internal Compensation Grade: H4
Location: This position can be filled as Hybrid with 3 days a week at One Nationwide.

We are seeking an experienced and dynamic individual to work on Sales Integration/Prospecting for Distribution Intelligence . This individual will help bridge the gap between our sales and marketing teams across all business lines to nurture and prioritize prospects for the next best action, with the goal of widening the sales funnel and increasing selling advisors. This role is pivotal in systematizing the connection between marketing efforts and sales execution, ensuring that leads are effectively managed to maximize revenue growth across all business lines. The focus will include increasing existing sales and securing new untapped partners. The ideal candidate is a master relationship builder and negotiator with a passion for optimizing processes and driving cross-functional collaboration.

Key Responsibilities:

Lead Governance and Prioritization:

  - Develop and implement a governance framework for managing leads from marketing to sales.

  - Create a ranking system to ensure leads are processed based on their importance and potential value, regardless of source

- Generate ruleset for sales and marketing engagement on overlapping audiences. Drive towards clearer lead engagement metrics to justify business line of action

Cross-Functional Collaboration:

  - Conduct comprehensive fact-finding missions to understand current sales and marketing processes, limitations, and opportunities.

  - Foster strong relationships between sales and marketing teams to promote transparency and alignment.

- Increase key engagement metrics capture by building easily navigable, single-source engagement database. Definitions should be consistent across organizations and available to all lines of business.

Process Optimization:

  - Identify and implement innovative strategies to link sales and marketing functions effectively.

  - Streamline workflows to increase sales with new and existing partners and improve advisor relationships.

- Provide consistent definitions and sales processing around marketing qualified leads vs. sales qualified leads

Technology Utilization:

  - Leverage our current marketing stack (Salesforce CRM, Salesforce Marketing Cloud, Pardot, Seismic) to enhance lead management and sales processes.

-  Fully leverage disparate data sources found around the organization, including Discovery Data, SalesMI, Salesforce, AIMS, MDH etc. to fully leverage our current state (underleveraged) knowledge of sales partners.

  - Ensure data integrity and effective use of technology platforms across departments.

Stakeholder Management:

  - Act as a key negotiator to align differing objectives and priorities between teams.

  - Present findings and recommendations to senior leadership to drive organizational change.

- Build overarching strategic plan with key milestones and KPIs to communicate progress and successes across the organization

Qualifications:

- Bachelor's degree in Business, Marketing, or a related field; MBA preferred.

- Minimum of 7 years of experience in sales or marketing roles, with a focus on integration and process improvement.

- Proven track record in building governance structures and lead management systems.

- Expertise in relationship building and negotiation across multiple departments.

- Familiarity with financial services products, especially life insurance, annuities, and retirement plans.

Skills and Competencies:

- Strong analytical and problem-solving abilities.

- Excellent communication and interpersonal skills.

- Proficiency with Salesforce CRM, Salesforce Marketing Cloud, Pardot, Seismic, and other relevant technologies.

- Ability to drive change and influence stakeholders at all levels of the organization.

- Innovative mindset with a focus on continuous improvement.

Job Description Summary

We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude and collaboration. If you thrive in a busy, engaging work environment,