Advanced Reporting & Systems Management
- Systems Mastery: Utilize and maintain Power BI, Salesforce, and advanced Excel tools to extract, clean, and visualize complex CRM data.
- Performance Dashboards: Compile and distribute weekly/monthly dashboards that provide a macro view of regional trends down to micro-store metrics.
- Funnel Tracking: Monitor and report on Store and CA performance across key funnel metrics, specifically Local Sales, Appointments, and Outreaches.
- Corporate List Monitoring: Actively monitor corporate client lists to identify fresh opportunities for client engagement and track long-term segment evolution.
Segment Evolution & Penetration Analytics
- Segment Performance Tracking: Monitor and report on KPIs across distinct client segments, including client volume, total sales, retention rates, purchase frequency, and average spend.
- Penetration Analytics: Evaluate the effectiveness of targeted client touchpoints and boutique activation channels (Outreaches, completed Appointments, Events, and Gifting campaigns).
Boutique Support & Tailored Clienteling Strategies
- Targeted Client Lists: Extract, clean, and segment high-potential client lists tailored to specific store needs, product launches, or regional animations.
- Client Reattachment Initiatives: Analyze dormant or unassigned client databases to facilitate seamless client reassignments to active Client Advisors (CAs), ensuring no relationship opportunity is lost.
- Store-Level Action Plans: Partner with Store Managers and CAs to provide data-driven insights, helping them understand their local client base and build bespoke outreach strategies.
- Daily Boutique Partnership: Act as a reliable point of contact for stores regarding CRM tool troubleshooting, list requests, and clienteling best practices.
Team Performance & Capability Mapping
- Performance Evolution: Consolidate data to review how various sales and client-facing teams are performing against core CRM KPIs.
- Team Mapping: Assist in mapping out team capabilities, regional coverage, and performance metrics to help optimize client allocation and store support.
