Careers

Thank you for your interest in joining the Customer Portfolios team. We are proud to employ some of the most talented database architects, analytics specialists and customer-centric marketers in the industry. Our open and friendly offices are located in the growing and vibrant Boston seaport, also known as the Innovation District. We take our work seriously and we also make time for fun. Our available positions are listed below. If you feel you would be an asset to our team but do not see an appropriate open position, please send us your resume anyway. Customer Portfolios is always looking to add great talent to our team!

Current Openings

Senior Marketing Analyst

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Mid Level
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What we do

Customer Portfolios is a marketing technology leader that empowers its global retail clients to maximize the value of each customer. The company’s marketing platform offers a single digital solution that brings together all customer data to enable analysis, insight, strategy, and execution.

Who we are

The Customer Portfolios team of analytical and marketing experts help companies like Johnston & Murphy, Vera Bradley, Journeys, Frye, Tourneau, and many more consistently drive revenue growth and increased customer lifetime value. Visit www.customerportfolios.com, read our blog and follow us on Twitter and LinkedIn. 

Who you are

  • Love Databases and Data Visualizations – You enjoy writing SQL to gather your data points and making them come alive through Tableau data visualization
  • Compelling Storyteller – As an analyst, you know that the beauty is in the details, but you also understand how each piece of the analytics puzzle fits together to form actionable recommendations that will knock your clients’ socks off
  • Curious – You want to know why a program performs well or doesn’t and don’t mind getting your hands dirty when tackling the underlying data
  • Innovator – You take pride in building things and seeing your ideas through to the end-product, whether it’s a Tableau dashboard, an Excel output, or an elegant SQL code solution
  • Adaptable – You are flexible and understand that clients’ needs can change mid-task.  You enjoy wearing many hats and working on multiple projects at the same time.
  • Team Player – You like working closely with others and thrive in team settings

What you’ll do

  • Strategically own client projects from beginning to end as the expert analyst on the team
  • Develop quantitative analysis, dashboards, and ad hoc reporting to demonstrate performance of key business initiatives and define areas for optimization
  • Synthesize complex analytics into compelling top level findings for presentations to senior marketing executives
  • Work with data engineers and solution architects to source new data, resolve system issues that impede data extraction, and design structures which will best support analytical efforts
  • Work with internal and client-marketing teams to define and execute A/B and multivariate tests to optimize the customer experience and maximize customer value
  • Comfortable sharing expertise with other team members and leading new analytical initiatives

Your Experience

  • 3+ years of experience in marketing analytics, with proven success in designing analytical approaches to understand key business behaviors that drive acquisition, retention, and engagement
  • Proficiency in SQL– on the job experience collaborating with architects on table design to support Tableau reporting and ad hoc requests.  The bulk of our work is done in SQL.
  • Proficiency in Tableau – on the job experience with creating dynamic Tableau dashboards

Business Development Manager

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Entry Level
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Customer Portfolios is a rapidly growing, multi-channel marketing technology company located in Boston’s Seaport District. Since 2001, Customer Portfolios has delivered incremental revenue through lifecycle marketing with analysis and strategy driven by data. Customer Portfolios works with retail brands such as J&M, Journeys, New Balance, Subway, Burton, and others. They are data experts and analytical strategists. They have the ability to bring together data from throughout a business to create dramatic insight about customers, behavior, and opportunities. CP works to drive impressive, measureable revenue results thru increasing the engagement and value of our client’s customers.

Customer Portfolios is seeking a Business Development Manager who will help with the growth of our client base. In this role, you will be responsible for generating sales leads for the Business Development team. This position will be working under the VP of Business Development, learning the best practice methodologies/techniques for “getting in the door”, as well as helping to implement the infrastructure (systems, methodologies) to support a scalable sales engine from the ground floor.  This opportunity is ideal for someone who is interested in starting, or trying to further develop, a career in Enterprise Sales. Customer Portfolios boasts an exceptional benefits package including a generous medical benefit, parking on site, MTBA silver line access, and much more.

Qualifications:

  • Professional Experience: 0 - 2 years in sales/customer service. Experience with warm/cold calling techniques a plus.
  • Attitude: Outgoing, people oriented, creative, resourceful, charismatic, commanding presence, organizationally savvy
  • Results Oriented: Proven ability to achieve and exceed personal and professional goals
  • Empathetic Sales Style: Good listening / probing skills
  • Strong Communications Skills: High proficiency in spoken and written English
  • Tools: Experienced in Salesforce.com (but not required) and navigating social networks such as Linkedin.
  • Educational Qualification: Bachelor's Degree required.

Responsibilities of the position:

  • Set meetings and help define and implement a repeatable sales process.
  • Identify qualified prospects through research such as ZoomInfo, Linked In, company web sites, securities filings, recent news articles, and any other sources.
  • Secure telephone or face-to-face sales meetings for the Business Development team through email and telephone calls and by navigating through prospect organizations.
  • Enter all prospect interactions in Salesforce to accurately record customer conversations, category analysis, in a structured manner that is re-usable sales intelligence.
  • Develop a good understanding of Customer Portfolios’ offerings, in order to succinctly articulate the value proposition and overcome objections.
  • Participate in the creation of a repeatable sales engine by helping design and implement a structured methodology, with reportable dashboard metrics, to measure effectiveness and accountability, understand key market segments, and ultimately build out the team.  

 

 

Business Data Analyst

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Mid Level
+ View More

What we do

Customer Portfolios is a marketing technology leader that empowers its global retail clients to maximize the value of each customer. The company’s marketing platform offers a single digital solution that brings together all customer data to enable analysis, insight, strategy, and execution.

Who we are

The Customer Portfolios team of analytical and marketing experts help companies like Johnston & Murphy, Vera Bradley, Journeys, Frye, Tourneau, and many more consistently drive revenue growth and increased customer lifetime value. Visit www.customerportfolios.com, read our blog and follow us on Twitter and LinkedIn. 

Who you are

  • Love Databases and Data Visualizations – You enjoy writing SQL to gather your data points and making them come alive through Tableau data visualization
  • Compelling Storyteller – As an analyst, you know that the beauty is in the details, but you also understand how each piece of the analytics puzzle fits together to form actionable recommendations that will knock your clients’ socks off
  • Curious – You want to know why a program performs well or doesn’t and don’t mind getting your hands dirty when tackling the underlying data
  • Innovator – You take pride in building things and seeing your ideas through to the end-product, whether it’s a Tableau dashboard, an Excel output, or an elegant SQL code solution
  • Adaptable – You are flexible and understand that clients’ needs can change mid-task.  You enjoy wearing many hats and working on multiple projects at the same time.
  • Team Player – You like working closely with others and thrive in team settings

What you’ll do

  • Strategically own client projects from beginning to end as the expert analyst on the team
  • Develop quantitative analysis, dashboards, and ad hoc reporting to demonstrate performance of key business initiatives and define areas for optimization
  • Synthesize complex analytics into compelling top level findings for presentations to senior marketing executives
  • Work with data engineers and solution architects to source new data, resolve system issues that impede data extraction, and design structures which will best support analytical efforts
  • Work with internal and client-marketing teams to define and execute A/B and multivariate tests to optimize the customer experience and maximize customer value
  • Comfortable sharing expertise with other team members and leading new analytical initiatives

Your Experience

  • 3+ years of experience in marketing analytics, with proven success in designing analytical approaches to understand key business behaviors that drive acquisition, retention, and engagement
  • Proficiency in SQL– on the job experience collaborating with architects on table design to support Tableau reporting and ad hoc requests.  The bulk of our work is done in SQL.
  • Proficiency in Tableau – on the job experience with creating dynamic Tableau dashboards

Senior Business Systems Analyst

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Experienced
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Customer Portfolios is seeking a Senior Business Systems Analyst (SBSA) to join our Boston, MA office. In this role, you will have the opportunity to be an integral part of the design and implementation of marketing database solutions for external clients. This position is responsible for acting as a liaison between clients, the Delivery team, Analytics and IT associates. The SBSA captures business requirement documents and provides guidance and technical documentation for all data processing and software solutions. This position also reviews and analyzes database solutions and is an integral part of project design and delivery.

Key Responsibilities

Client On-Boarding and Development:

  • Lead planning, gathering and documentation of business requirements. This will involve both interfacing with clients as well as the development team. Guide peers to best possible solution, utilizing existing processes where possible.
  • Consult with clients and Delivery team to identify current processes, clarify business objectives, and to establish technology requirements.
  • Conduct initial data analysis on input files to verify content.
  • Participate in system/database design or enhancement and communicate results effectively. Collaborate with Technical Lead on data model.
  • Documentation will include: Technical Specs, Business Requirements, Process Flows, Change Requests, and Data Audit Reports.
  • Become a Subject Matter Expert (SME) on your client’s database. May be called on to answer questions and work on best practices for database builds as well as data usage.
  • Prepare high-level system flow for the proposed solution and review with the Delivery team and client if necessary.
  • Guide clients in business rule development. Implement business rules in database.

Client Operations:

  • Test, maintain, and monitor data and list prep processes for building and maintaining the client database.
  • Perform high level quality assurance on data processing, data loads, reports etc.
  • Support client in UAT process.
  • Assist Project Manager to develop initial project plans and subsequent updates.
  • Work with clients, Delivery team and all related IT departments to achieve solution-oriented results.
  • Analyze client issues.
  • Be proactive with the client guiding them to their next solution.
  • For stabilized customer database implementations, the Business Systems Analyst is responsible for ongoing minor change requests.

Experience and Skills Required

  • 4 to 6 years’ experience in business systems analysis, process improvement, database development, data process engineering, CRM solutions, software development, or master data management.
  • Ability to interface with both external and internal personnel at all levels.
  • Direct marketing or prior experience in implementing marketing database solution a plus.
  • Proven technical, analytical and problem solving skills.
  • Strong project coordination skills and decision making skills.
  • Strong written and verbal communication skills.
  • Ability to write and use T-SQL, PL/SQL, etc.
  • Knowledge of ETL tools.
  • Experience in implementation of CRM solutions.
  • Professional and interpersonal skills.
  • Self-initiative and leadership skills.
  • Ability to work within a team environment.
  • Bachelor’s degree in a related field of study.

Account Manager

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Mid Level
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Customer Portfolios is a rapidly growing, multi-channel database marketing services provider located in Boston’s seaport district.  Since 2001, CP has been building marketing databases, performing advanced data analysis and segmentation modeling, developing and packaging insights based on analysis and delivering strategic lifecycle marketing programs on behalf of its clients.

To meet the needs of a growing client base, CP is seeking a mid-level addition to its account team to work on daily services and project management related deliverables.  The Account Manager will work directly with multiple clients and closely with Account Directors on specific accounts as part of a team.

A qualified candidate:

  • Is a self-starter, able to take initiative, highly organized, ask questions, problem solves and negotiates effectively
  • Is able to manage their own time and effectively execute with minimal direction
  • Has experience managing multiple cross-functional teams simultaneously
  • Is able to communicate to clients and internal teams clearly both in writing and in person
  • Experience in gathering business requirements and working with tech savvy teams to deliver solutions on time and on budget
  • Is comfortable with all Microsoft Office tools
  • Can think critically and analytically and has some background knowledge of relational databases

Responsibilities of the position:

  • Responsible for client communications, conflict resolution, and compliance on client deliverables
  • Communicates the client's goals and represents the client's interests to their internal teams
  • Provides regular two-way communication between the client and team, to provide strong team representation and set proper client expectations
  • Works closely with the project teams in order to maintain a continuous knowledge of project status in order to identify potential issues and/or opportunities within or related to the project
  • Ensures that all processes and procedures are completed, quality standards are met
  • Ensures that client issues are dealt with in an efficient manner, informing the Account Director of any problems that may arise
  • Aware and in pursuit of opportunities for account growth and new business
  • Responsible for account margin

Requirements:

  • Proven Account Management skills required to create, maintain and enhance customer relationships
  • 3-5 years of Account/project management experience
  • Experience in marketing, specifically:
  • Direct Mail / Direct Marketing process
  • eMail Marketing
  • Marketing Analytics
  • Print and production concepts
  • Relational database concepts
  • Campaign management tools
  • Undergraduate degree in marketing or business preferred
  • Proven written and verbal communication skills
  • Comfortable with all Microsoft Office tools

Marketing Program Specialist

Location: Boston, MA
Location: Boston, MAType: Full TimeMin. Experience: Mid Level
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The Marketing Program Specialist role serves as the owner of relationships between Customer Portfolios and multiple client accounts. You will be responsible for designing, implementing and launching multi-channel marketing programs leveraging deep knowledge of a number of applications in combination with business and marketing domain expertise.

Strong leadership and project management skills coupled with client-facing experience, as well as impeccable communication skills, are keys to success in this role. You must also have an understanding of customer database marketing and feel comfortable with technology-heavy environment. You will work closely with the extended team and would be involved in all areas of Customer Portfolios’ delivery to ensure that client needs are being met.

Key Responsibilities:

  • Design, implement and launch multi-channel marketing programs using various software to satisfy client program requirements
  • Act as lead in client interactions, status meetings, account and program overviews
  • Meet multiple scheduling deadlines with an independent, self-starting and detailed follow-through approach
  • Lead client communications in a virtual environment
  • Execute programs and then track, measure, and report results to the clients
  • On-boarding and start-up for new clients
  • Research and stay up-to-date with industry best practices to make knowledgeable recommendations to clients

Skills and Experience Required:

  • Bachelor’s degree in Business or related discipline
  • Required HTML experience and knowledge of web development tools (Adobe Dreamweaver, Microsoft FrontPage or similar applications)
  • Required experience with email service providers (Salesforce Marketing Cloud, Experian, QuickPivot, StrongView, MailChimp, Responsys)
  • Professional experience with customer databases and web-based applications
  • Experience in working on multiple projects with minimal oversight
  • Strong time management and organizational skills; ability to prioritize tasks and switch quickly between tasks.
  • Excellent verbal and written communication skills, capable of professional interactions / presentations with the internal team, and to clients
  • Ability to consultatively engage with clients and to make appropriate recommendations
  • Ability to quickly learn new marketing applications
  • Ability to work effectively in a fast paced, entrepreneurial environment
  • Knowledgeable of business related software systems (CRM, POS, CMS, SFA, etc.) a plus

General Understanding of the following:

  • Marketing automation/application
  • SQL, MS Access, Excel
  • Analytical tools, techniques and report writing
  • Database segmentation, test design, and evaluation