Business Consultant
San José, Provincia de San José
hace 6 días

Our Team

The Customer Success and Business Consulting team provides closed-loop support and partnership with Catalina’s sales teams to create a seamless customer experience by positively engaging with and for Catalina’s customers to generate sustainable success.

The Business Consulting team provides pre-sale support by estimating and designing promotional campaigns that incentivize consumer point-of-purchase decisions for Catalina’s customers.

This team partners with Sales to identify insights that highlight customer business opportunities and align to client objectives, develops estimates based on best practices and historical learnings, and analyzes data to design optimal programming.


The ideal candidate will thrive in a fast-paced environment, be solution-oriented and committed to continuous improvement, love using data to inform their work, and have a service mindset.

They are analytical and detail-oriented, able to work as part of a team, and possesses exceptional communication skills.

This position may be performed as a remote, work from home position. This role is to be filled outside of the state of Colorado.

Provide support to sales team by designing marketing promotional campaigns and creating program design estimates for new and existing clients.

Manage timelines, prioritize critical path work, and ensure tasks are completed and moving per plan and according to deadlines

Lead the creation of campaign designs across clients of varying size, budget, digital fluency, and strategy

Partner with Sales Leads to identify opportunities for campaign and / or account growth and success

Pull and analyze data in our proprietary systems to align insights with client objectives and campaign recommendations

Create and manage varying sets of targeting lists (insights, estimation, execution, and measurement)

Consult and strategize with internal partners to optimize campaign designs for cost efficiencies and to achieve client KPIs

Work as the liaison to finalize campaign details and assist with gather all needed launch assets

Manage workflow collaboration across teams to ensure campaign is on track, executed flawlessly and completed on time

Communicate campaign status via collaboration tools to multiple stakeholders (Sales, Media Services, and Analytics)

Assist with final results presentations; compile results data, place in client-facing format, identify key learnings, provide recommendations and / or ideas for optimizing future campaigns based on results, supporting insights, and brand objectives

Troubleshoot issues on all pre-production and live campaigns as needed

Assist with client billing and monthly / quarterly revenue forecasting in SalesForce


College degree required; marketing, advertising, communications, economics or business degrees preferred

Minimum 1-3 years Catalina experience in Delivery, Analytics or Customer Success required or 3 years industry experience in Customer Success, Brand Insights, Promotions, Advertising, Marketing, Digital Marketing or Campaign Management

1 year of experience with exposure to digital media buying RTB and Programmatic experience / knowledge is a plus

Marketing background and understanding of marketing frameworks and tools preferred

Strong analytical, problem-solving skills; data analysis, brand management

Demonstrated ability to self-motivate, focus on results, multitask in a fast-paced, team environment, creatively overcome obstacles, work in teams and be flexible

Customer mindset with a focus on customer orientation; responsiveness; building external and internal partnerships, handling difficult situations, and does not sacrifice overall quality to satisfy the customer in the short-term

Effective time management skills, demonstrating an ability to prioritize and meet concurrent deadlines

Exceptional written and verbal communications skills, including active listening, assertiveness, and persuasion; presentation skills required

Proficient in MS Office products including PowerPoint, Excel, and Word; experience with preferred

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