MassMutual

Program Manager

• Ensure strong alignment between business platforms and the needs of the Data Strategy, Business Intelligence, Reporting & Analytics (BIRA) organization.
• Actively ensure Product Owners understand analytics implications while consistently communicating BIRA updates, priorities, and constraints.
• Maintain visibility into analytics assets and data dependencies across platforms.
• Partner closely with Data Stewardship to ensure shared metric definitions, aligned personas, and consistent business logic across BIRA dashboards, Salesforce reporting, and other consuming systems.
• Identify risks, gaps, and inconsistencies in data availability, quality, structure, or integration, and drive mitigation plans in partnership with Product Owners, Initiative Managers, and technical teams.

Salesforce Analytics Program Manager

Consultant

• Work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates
• Produce detailed reports and report summaries through the recruit deal generation process for informed decision making
• Responsible for analysis, reporting and problem solving related to all advisor loan programs administered through MMLIS
• Collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy
• Interpret loan profitability requirements into meaningful insights
• Identification/development of key performance indicators applicable to analysis
• Derive meaningful insights through visualizations for the governance team
• Develop presentation materials and meeting collateral for Advisor Loan programs
• Consult while providing directional guidance to data users
• Perform reporting and system testing related to system enhancements in scheduled timeframes

Loan Consultant

Data Analyst

• Guide the design and implementation of analytics capabilities by translating complex business requirements into clear technical specifications for enterprise engineers.
• Ensure Salesforce data flows appropriately into the enterprise data warehouse and support in-app decision-making for real-time needs.
• Design and maintain dataflows and recipes to prepare and integrate data for analytics.
• Leverage APIs to deliver personalized insights.
• Apply governance practices to maintain data quality, standardize KPI logic, and build trust in reporting.

Salesforce Data Analytics Consultant

• Operate as a strategic thought partner to Operations executives, shaping performance decisions.
• Translate operational performance into enterprise-level implications: financial results, pricing factors, advisor experience.
• Respond to business driven analytical requests and shape insights for complex operational domains.
• Partner with leaders to define optimal analytical questions and develop practical insights for informed decisions.
• Continuously scan the operational environment to identify emerging opportunities, risks, and unanswered analytic questions.

Analytics & Insights Consultant

Chief Marketing Officer

• Define and lead the end-to-end marketing platform strategy—aligning Brand & Marketing priorities with enterprise technology capabilities and roadmaps to deliver scalable, reusable solutions.
• Serve as an executive leader for Martech ecosystems, shaping vision, roadmaps, business cases, and delivery plans in partnership with ETX, Data, Marketing leaders, and vendors.
• Provide oversight of the marketing technology portfolio, ensuring investments deliver measurable marketing and business value.
• Drive cross-channel digital experiences and recommend customer and advisor journeys that improve usability, adoption, and outcomes—especially for field advisor Martech.
• Increase platform adoption and ROI through user education, enablement, and storytelling—helping teams understand how to use tools and data to solve business problems.
• Refine governance, operating models, and processes to improve intake, prioritization, rollout, and ongoing optimization; stay current on best practices and influence the organization toward best-in-class solutions.
• Lead and develop a team of marketing technology product managers, portfolio managers, and operations consultants, building strong partnerships across Marketing, Technology, Data, and implementation partners.

Head of Marketing Platform Strategy – Experience

Customer Support

• Develop highly personalized experiences for customers.
• Become an internal stakeholder in the future of the organization.
• Build rapport with each customer, ask probing questions and understand how to create a best-in-class experience and resolve customer requests on first contact.
• Educate customers about the services MassMutual provides for their retirement needs.
• Apply knowledge to handle many problems independently while seeking guidance in highly complex situations.

Customer Care Specialist

• Prepare and review income tax provisions in accordance with GAAP and statutory accounting rules (ASC 740 and SSAP 101)
• Prepare and review required Federal tax forms for domestic life insurance and non-insurance subsidiaries
• Support GAAP and statutory audits
• Assist with IRS audits
• Assist with tax planning opportunities, M&A transactions, modeling tax impacts of proposed legislation and capital planning projects
• Develop a strong working relationship with internal and external clients
• Collaborate with external auditors to provide support throughout audit cycle
• Perform technical research and prepare documentation of conclusions reached