Senior Director, Strategic Consulting – Financial Modeling

Job Description:

• Serve as a trusted partner to clients by designing, evolving, and optimizing B2C or B2B loyalty, retention, and engagement programs
• Develop investment business cases quantifying the financial impact of loyalty program design choices, including tier architecture, reward currency, earn/burn mechanics, and benefit structures
• Partner with cross-functional teams to develop and deliver multi-year loyalty program financial models covering revenue lift, acquisition and retention economics, redemption cost, and program ROI
• Serve as financial analytics lead on client engagements alongside strategists, experience designers, and technology architects
• Translate research and data analysis into insights and recommendations for senior-level clients
• Model program design and technology migration paths, including switching costs and phased implementation scenarios
• Author financial analysis and business case sections of client deliverables, including executive summaries for C-suite and board presentations
• Present financial models and business case findings to CFOs, CMOs, and loyalty program executives
• Monitor market research, industry trends, and best practices
• Contribute to Kobie's financial modeling frameworks, templates, and business case methodologies
• Build and maintain a library of loyalty industry financial benchmarks across retail, financial services, travel, and CPG
• Publish internal and external points of view, case studies, and frameworks
• Oversee scope and deliverables for multiple financial modeling projects and/or clients
• Manage client data requests and financial data quality assurance
• Identify and communicate financial risks, assumptions, gaps, and sensitivities to project leadership
• Transform complex customer and business data into investment cases, scenario models, and commercially grounded program designs
• Collaborate with strategy, analytics, technology, and client services teams on modeling sprints, client work sessions, and executive presentations

Requirements:

• Bachelor's degree and prior loyalty marketing experience required
• 10+ years of experience in marketing, loyalty, customer engagement, or consulting
• Proven experience in the design, implementation, evolution, and financial performance of loyalty programs (B2C or enterprise/B2B)
• Experience across at least two verticals, such as financial services, travel, entertainment, telecom, or B2B services
• Deep understanding of financial modeling, business cases, loyalty and/or marketing best practices, rewards earn and redemption, liability management, CRM, digital marketing, and customer experience
• Expertise in financial modeling for digital marketing, personalization, omnichannel communication planning, and lifecycle campaign activation
• Demonstrated experience in loyalty/engagement or CRM consulting (B2C and/or B2B)
• Ideal candidate will have category knowledge in Retail plus experience in one or more of retail, consumer products, financial services, or travel and hospitality
• Preferred: experience with global loyalty programs using programmatic and non-programmatic approaches
• Preferred: Cobrand, Multi-brand, and/or Paid Program experience
• Ability to present and influence ideas and concepts clearly
• Ability to work independently in ambiguous, fast-paced environments
• Ability and willingness to travel as needed

Benefits:

• Flexible Time Off
• Nine Company-Wide Holidays
• A diverse suite of benefits prioritizing growth, development, and personal well-being
• Flexible work environment with remote work
• Periodic travel to support business objectives, team collaboration, customer engagements, training, and company events