CX Team – Events Support Analytics - Client Segments, Analyst, Wealth Management

Role Overview

Key Responsibilities

• A. Core Responsibilities - CX Events Support > Support management of the E*TRADE CX Events team budget, including tracking spend versus plan and identifying variances. > Prepare, submit, and track expense reports, accruals, and supporting documentation in alignment with Finance and firm policies. > Maintain, update, and audit Salesforce event tracking for CX programs, ensuring accuracy, consistency, and completeness across required fields. > Produce recurring and ad hoc reporting for CX leadership on budget status, expenses, and event performance. > Partner with CX Event Team, Finance, and Marketing Operations teams to resolve discrepancies, answer questions, and support audit or review requests. > Maintain organized documentation and trackers to support transparency, controls, and continuity of reporting. > Ensure timelines are met for financial close, reporting cycles, and leadership deliverables. B. Reporting, Controls & Stakeholder Support > Apply a strong control mindset to ensure data integrity across budgets, expenses, and Salesforce tracking. > Reconcile multiple data sources (e.g., finance systems, expense tools, Salesforce) and investigate discrepancies. > Support leadership with clear explanations of spend trends, variances, and tracking methodology. > Respond to ad hoc information requests related to CX event activity and costs. C. Tools, Process Discipline & Continuous Improvement > Use Excel extensively to maintain trackers, reconciliations, and reporting outputs. > Develop and maintain standardized templates to improve consistency and efficiency. > Identify opportunities to streamline recurring tracking and reporting processes within approved tools and controls. > Document processes and ensure knowledge is transferable across the team. > Utilize Salesforce for managing event dashboards and reviewing event opportunity statuses D. AI, Automation & Workflow Modernization > Identify repetitive, rules-based steps in existing deliverables (e.g., report assembly, data checks, commentary drafting, deck refreshes) that are suitable for automation. > Design and implement lightweight automation/AI-assisted workflows to improve speed, consistency, and reduce operational risk (with a clear before/after process and measurable time saved). > Build reusable templates and prompt libraries with testing, validation, and human-in-the-loop review before outputs are shared with stakeholders. > Operate within firm governance, data security, and model risk requirements (e.g., approved tools only; no sensitive data shared outside permitted environments). > Document automated workflows (runbo Qualifications Required > Bachelor's degree in Business, Finance, Accounting, Operations, or a related field. > 6 months to 2.5 years of experience in operations, finance support, program management, or a similar analyst role. > Strong Excel skills, including the ability to manage trackers, reconciliations, and summary reporting. > Comfort working with financial data, expense processes, and system based tracking. > High attention to detail and strong organizational skills. > Ability to communicate clearly with cross functional stakeholders. Preferred > Experience supporting budgets or expense management in a regulated environment. > Familiarity with Salesforce or similar CRM/event tracking tools. > Experience supporting events, programs, or initiatives with financial oversight. > Prior experience within financial services or a large corporate environment. ________________________________________ What Success Looks Like (First 90-180 Days) > CX event budgets and expenses are tracked accurately, on time, and with minimal follow up or rework. > Salesforce event records are complete, consistent, and reliable for reporting and review. > Leadership has clear visibility into CX event spend and performance. > Finance and CX stakeholders view this role as a dependable, detail oriented partner.