Specialist, Client Activations and Tools – North America

JOB DESCRIPTION

The Specialist Client Activations & Tools support the planning, deployment, and continuous improvement of client-related tools and localized activations across North America. Working closely with Global teams and Zone Retail and Digital stakeholders, this role helps ensure that client-related capabilities and activations are executed on time, aligned to business priorities, and supported by reliable reporting and structured feedback.

Working closely with Global teams and Zone Retail and Digital stakeholders, this role helps ensure that client-related capabilities and activations are executed on time, aligned to business priorities, and supported by reliable reporting and structured feedback.

• Localized Activations
  • Execute the sizing, structure, deployment, and performance measurement of localized client activations (1:1, 1:Few), based on client assignment and aligned with business priorities, commercial objectives, brand strategies, and product calendars.
  • Partner closely within Client Insights & Analytics and with Client Development Team to ensure activations are insight-led, operationally sound, and commercially impactful.
  • Support logistical planning, including synchronization of communications, delivery timelines, and availability of assets and templates to ensure consistent and effective execution.
  • Run analyses and summarize post-activation reviews to refine targeting, content, cadence, and tool usage.
  • Contribute to ad-hoc initiatives, pilots, and test-and-learn experiments that combine technology and insights to elevate both client and advisor experience. Support the Client Analytics & Insight Director with strategic tasks and initiatives as needed.
• Client Tools Support & Roadmap Inputs
  • Serve as the zone point of contact for client-related tools across North America, including Salesforce (SFSC), Brilliance, DDC/DCM (Consent & Data Capture), Booxi, and future client-related platforms.
  • Support zone tool governance, ensuring consistency, data quality, and alignment with global standards.
  • Communicate zone communication on major client-related tool enhancements, releases and best practices. Partner with Client Development, Retail Learning, Digital, and Retail Management to shape and support change management strategies.
  • Contribute to widespread tools adoption and ongoing engagement in usage through training, onboarding sessions, and maintain a dynamic Tool Champions Community in partnership with Client Development Leads. Support documentation (e.g. screenshots, logs) and triage of issues escalating from the Champions.
  • Collect and structure user feedback and enhancement requests; synthesize recurring themes into concise inputs to inform Zone prioritization and Global roadmap discussions.
• Activations and Tools Performance Monitoring & Reporting
  • Track and report KPIs for client tools and localized activations. Maintain and update dashboards and recurring performance materials.
  • Analyze tools and activations usage patterns, performance trends, and adoption to help identify risks and growth opportunities.
  • Summarize insights into recommendations that contribute to improving future activations, tools, and advisor enablement.
  • Deliver analytical outputs, dashboards, and insights to inform both Zone and global decision-making.
• Cross-Functional Collaboration on Client Activations and Tools
  • Work closely with Client Development, Retail, Digital, Marketing, Client Relations, Merchandising, IT, and Global teams to ensure client tools and insights are embedded into broader strategies.
  • Contribute to alignment about Client Activations and Tools across functions, anticipating dependencies and flagging gaps. Support preparation and follow-ups of meetings related to Client Activations and Tools, ensuring next steps and owners are clearly captured.
  • Support coordination with internal and external partners when needed, ensuring accuracy, consistency, and relevance of client tools, data and activations.
  • Contribute to team knowledge sharing, standards, and best practices, helping elevate overall maturity of client activations and tools.

• 2-5 years of experience in CRM, client…