Client Data & CRM Insights Leadership
• Act as the regional subject matter expert for client data, CRM, and clienteling performance.
• Own the quality, integrity, governance, and evolution of the regional client database in partnership with HQ. Client re-assignment to active sales associates.
• Drive continuous improvement in client data capture, enrichment, cleansing, segmentation, and compliance, aligned with US and LATAM data privacy regulations.
• Partner with boutiques to elevate data capture behaviors in support of high-touch clienteling and long-term relationship building.
• Serve as regional lead on client-related CRM tools and platforms (e.g., Looker, Booster, Salesforce, MyClients App, CKC, and related analytics environments).
Clienteling Performance & Reporting
• Lead the development and optimization of client data, clienteling KPIs and Targets, dashboards, and reporting for boutiques and regional leadership. Identify, analyze, interpret and present the performance of all client related KPIs, activations, intelligence and insights. Partner with CRM agency to drive performance.
• Establish a consistent reporting cadence to track client engagement, outreach activity, data capture, retention, reactivation, and conversion.
• Translate performance data into clear insights and recommendations that enable boutique managers to coach teams and adjust strategies: Database oversight; continuous improvement of data collection, regular maintenance, cleansing, merging, quality monitoring and updates (including client merges, deduplication reports and data capture initiatives).
• Partner with HQ to align on global reporting standards while ensuring regional nuance and business relevance.
• Support commercial leadership in measuring the ROI of client activations, events, and boutique initiatives.
Client Intelligence & Strategic Insights
• Identify, analyze, and interpret client trends, behaviors, and lifecycle patterns across boutiques and channels.
• Deliver actionable client intelligence that supports acquisition, loyalty, and retention.
• Design and oversee targeted client lists and intelligence tools to support business development, special activations, and high-value opportunities.
• Act as a strategic data liaison across functions, ensuring client insights inform retail strategy, client services, marketing activations, and operational priorities.
• Champion a client-centric, data-informed mindset across the regional organization:
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Partner with key stakeholders to develop client insights that support overall network goals, including product launches, boutique openings, network development, and strategic projects
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Develop ad-hoc materials for the network and key partners in line with the overall Client Engagement strategy
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Support 1x1 client communication development, including outreach template creation and troubleshooting
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Liaise with international teams on Client Engagement enhancements and roadmap
Boutique Enablement & Data Leadership
• Lead education and adoption of client data and clienteling best practices across boutiques.
• Partner with retail and client services teams to embed data-driven decision-making into daily boutique operations.
• Support the rollout of new tools, initiatives, and processes, ensuring clarity, adoption, and measurable impact.
• Serve as a trusted advisor to boutique management, balancing strategic data vision with pragmatic execution.
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Be the main point of contact with HQ teams for regional trainings, adoption and follow ups.