Product Analyst - Personalization | Individual Investors, Client Experience

Individual Investors: Personalization Product Analyst

Role Summary

The Individual Investors Client Experience team is seeking a Product Analyst for Personalization strategies. Personalization strategy and tactics are a critical component of the multi-year transformational digital agenda, and utilize various Adobe marketing technologies, data services, and other vendors, serving multiple business units and associates. You will assist the discovery, development, and implementation of our Personalization strategy, and roadmap. You will analyze client segments to identify areas of opportunity, determine technical requirements to accurately target groups of clients, and consult with internal and external partners to enable the organization with solutions that drive business results. Take an end-to-end client view, ensuring Personalization experiences align with overall business strategy, and deliver a consistent client experience across all touchpoints. Provide technical support for determining appropriate metrics, milestones, and other performance indicators for the Personalization discipline. Advise key leaders & stakeholders on the short-term and long-term progress against metrics. You will demonstrate a high degree of judgment; negotiate regularly with creative, development and activation stakeholders, providing insights and recommendations on the tactical execution for personalization strategy. You will be responsible for ensuring that our organization’s Personalization assets are effectively managed, organized, and accessible to support our business objectives. Through business knowledge, provide guidance to internal clients on optimizing their use of personalization platforms and tools. Leverage client insights to recommend enhanced processes, reports, tools, etc., for improving effectiveness. This role will join a team of developers, designers, product owner and analysts utilizing an Agile methodology, to launch client-centric features from research and discovery to development and delivery.

Overview

• The BA is a data/tech SME with a deep understanding of business goals who manages our end-to-end delivery process, including planning, delivery, execution, and troubleshooting, as well as collaborates cross-functionally in our agile team during our discovery and design phases to enhance our deliverables to bring innovative solutions to life
• The BA role includes a high degree of autonomy, and the BA must have the ability to self-serve, analyze potential courses of action and provide recommendations, identify and communicate with SMEs to gather information and recommendations, and take the lead on managing our tech partners

Responsibilities

• Experience discovery—assists Product Owner with documenting and analyzing the current state of the customer experience, identifies business problems to solve, and opportunities to drive business value. Cross references target segment criteria with activated data attributes, identifying gaps and solutions to accurately target the defined segment, consulting with data experts as needed. Documents all relevant digital assets such as landing page URLs, call-to-action destinations, and specific conversion events to measure experience performance. Documents potential hypotheses to test against
• Experience design—assists Product Owner, stakeholders, subject matter experts, assigned creative resources, assigned activation partners across web, mobile, and email channels in documenting the desired experience to effectively target, present content, and measure performance of the experience. Experience design should include consideration of cross-channel interactions, hierarchy and prioritization of competing qualifying experiences. Additionally, the analyst will provide creative resources with template specifications to ensure efficient delivery of experiences, and/or provide technical requirements to development resources if new templates are required to deliver the content design.
• Experience delivery—writes and maintains clear, integrated requirements for each incremental personalized experience, including specific data attributes for qualifying segmentation criteria, providing specifications of digital assets to creative resources to write and design within approved templates, consulting with development resources for custom templates when needed, rigorously validates segments and content in testing environments to ensure accuracy of intended experience. Takes ownership of intake form processes to gain resource commitment from shared service partners. Meets daily with cross functional resources to continue to ensure that requirements are understood, communicates any blockers or dependencies to the relevant Product Owner, and generally adheres to Agile best practices. Access to tools and technology to assist in experience delivery as needed, such