The Role
Lead development and scaling of customer segmentation and insights functions. Drive qualitative and quantitative research, synthesize data into narratives, inform product/marketing/experience strategies, manage external research partners, and leverage AI and analytics to translate insights into measurable growth and value propositions.
Summary Generated by Built In
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Translate customer, market, and competitive insights into actionable strategies that drive measurable business impact.
- Lead end-to-end qualitative and quantitative research, including segmentation, brand tracking, journey mapping, and voice-of-customer.
- Establish and own a centralized insights function as the single source of truth and voice of the customer.
- Synthesize research, behavioral, and market data into clear, compelling narratives for decision-making.
- Identify unmet customer needs, key drivers, and competitive opportunities to inform growth strategies.
- Embed insights into product, marketing, and customer experience to drive differentiation.
- Manage and optimize external research partners, agencies, and data providers.
- Leverage AI, advanced analytics, and emerging tools to enhance insight generation and speed to action.
- Communicate insights through impactful storytelling and lead high-performing teams to deliver strategic outcomes.
Required Skills:
- Proven track record of developing and scaling customer segmentation frameworks and value propositions that drive measurable growth.
- Strong strategic thinking with the ability to translate insights into actionable, executable plans.
- Deep understanding of customer behavior, lifecycle marketing, and omnichannel activation.
- Ability to lead and influence cross-functional teams without direct authority.
- Strong analytical mindset with comfort using data to inform decisions and measure impact.
- Excellent communication and storytelling skills, with the ability to simplify complex ideas into clear narratives.
- Expertise in customer research methodologies, including attitudinal and behavioral segmentation.
- Experience leading value proposition development grounded in customer insight and competitive differentiation.
- Familiarity with CRM, personalization, and marketing technology platforms.
Required Experience:
- Bachelor's degree in marketing or related field. Minimum of 10 years of experience in marketing strategy, segment marketing, or customer strategy in financial services or other complex, multi-product environments.
Preferred Experience:
- Master of Business Administration or advanced degree. Experience building segment-based strategies in retail banking, fintech, or adjacent industries.
Skills Required
- Bachelor's degree in marketing or related field
- Minimum of 10 years experience in marketing strategy, segment marketing, or customer strategy in financial services or other complex, multi-product environments
- Proven track record developing and scaling customer segmentation frameworks and value propositions that drive measurable growth
- Strong strategic thinking with ability to translate insights into actionable plans
- Deep understanding of customer behavior, lifecycle marketing, and omnichannel activation
- Ability to lead and influence cross-functional teams without direct authority
- Strong analytical mindset; comfortable using data to inform decisions and measure impact
- Excellent communication and storytelling skills; simplify complex ideas into clear narratives
- Expertise in customer research methodologies, including attitudinal and behavioral segmentation
- Experience leading value proposition development grounded in customer insight and competitive differentiation
- Familiarity with CRM, personalization, and marketing technology platforms
- Experience managing and optimizing external research partners, agencies, and data providers
- Experience leveraging AI, advanced analytics, and emerging tools to enhance insight generation and speed to action
- Master of Business Administration or advanced degree
- Experience building segment-based strategies in retail banking, fintech, or adjacent industries
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
