Manager, Global Client Experience and Marketing Planning Analytics & Reporting

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

This role is multi-faceted, involving collaboration across various regions, including Canada, Bermuda, Asia, the US, Sun Life Capital Management (SLCM) and Global CX & Marketing teams. This position requires a versatile and adaptable individual who can navigate the diverse needs and perspectives of stakeholders in different countries and functions to drive the organization's data and analytics objectives.

Reporting to the Director, Global Client Experience and Marketing Planning, the Manager will be instrumental in advancing our Marketing and CX performance tracking and measurement, and reporting capabilities. This role involves continuous data collection, analysis, and visualization to drive data-informed decisions. The Manager will collaborate with key partners to ensure alignment and to provide visibility into the reporting. This role will also support executive reporting needs on an as-needed basis.

What will you do?

• Source, organize, manage, and analyze key metrics and data from Business Groups and Global Client Experience and Marketing teams on a regular basis (e.g., quarterly).
• Explore and utilize tools and platforms such as Tableau and Power BI to organize and assist with presenting the data.
• Build, maintain and improve data visualization tools and platforms relative to this portfolio.
• Lead or support all related reporting, including commentary.
• Socialize with key partners to ensure ongoing alignment.
• Present data to key stakeholder groups and leadership teams on a regular basis (e.g., quarterly).
• Support the Director with all related executive reporting for Marketing and CX initiatives globally, ad hoc analysis, and other executive requests as needed.

What do you need to succeed?

• 7–8 years of experience in Data & Analytics, with CX and marketing data exposure; Bachelor’s degree in Analytics, Statistics, Data Science, or a related field.
• Advanced data skills in analysis, visualization, and dashboarding using tools like Excel, Tableau, Power BI; Identifies best practices for data, analytics, visualization and insights as needed
• Proficiency in SQL/AWS, with Python as a strong asset for querying and future-proofing analytics practices.
• Experience with Adobe Campaign Manager and/or Google Analytics for marketing data insights.
• Strong storytelling and presentation skills, especially using PowerPoint to translate findings into actionable insights.
• Excellent communication abilities, both written and verbal, to convey data-driven insights clearly to senior leaders.
• Energetic, self-starter who enjoys sharing insights in creative and engaging ways; Collaborative mindset, with a strong commitment to meeting business partners’ needs and expectations.
• Critical thinking and problem-solving, with attention to detail and sound judgment in prioritizing and assessing urgency; Sets priorities and maintains project schedules with oversight from Director.
• Adaptability and initiative, thriving in dynamic environments and proactively sharing insights in engaging ways.
• Comfortable learning new applications and processes quickly with minimal direction.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

Unique Requirements:

• Able to accommodate early morning and late evening meetings 1-2 times per week to support business partners in Asia time zones

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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