Pega Campaign Analyst

🔹 Job Title: Pega Campaign Analyst 🔹 Company: HSBC 🔹 Location: Birmingham, United Kingdom; Swansea, United Kingdom 🔹 Job Type: Hybrid 🔹 Category: Data & Analytics 🔹 Date Posted: May 15, 2025 🔹 Experience Level: Mid-Level (2-5 years) 🚀 Job Overview Key aspects of this role include: 1. Campaign Deployment & Analytics: Focus on campaign deployment and analytics requests, ensuring effective processes and customer engagement. 2. PEGAMigration: Support the migration project from SAMS to the new PEGA platform, including UAT, production testing, data validation, and process documentation. 3. Stakeholder Management: Act as the key contact between stakeholders, communications, and analytics to deliver business requirements. 4. Agile Methodology: Work within an Agile squad to deliver business requirements, with a clear focus on continuous development and peer-to-peer feedback. 5. Risk Management: Proactively identify and mitigate risks associated with customer data and campaign selection, ensuring delivery processes are followed. ASSUMPTION: This role requires a strong focus on campaign deployment and analytics, with a significant portion of the work dedicated to the PEGA migration project. The successful candidate will need to balance multiple demands and prioritize tasks effectively. 📋 Key Responsibilities 🌟 Campaign Deployment & Analytics - Translate and articulate complex business requirements into concise instructions. - Extract customer and product data according to detailed criteria and deliver via multiple channels. - End-to-end delivery of campaigns and analytical insights, as appropriate. - Continuously adapt to balance and prioritize different demands and requirements from multiple directions and stakeholders. 🌟 PEGAMigration - Join working group calls, participate in UAT, production testing, and data validation. - Document migration processes and scripts. - Support existing campaign deployment processes and analytics requests in the Product and Segment space. 🌟 Stakeholder Management & Agile Methodology - Act as the key contact between stakeholders, communications, and analytics. - Work within an Agile squad to deliver business requirements, with a clear focus on continuous development and peer-to-peer feedback. - Proactively input into backlog discussions to prioritize workload against business objectives, adapt to change, and identify and solve problems to allow the team to succeed. 🌟 Risk Management - Proactively identify risks associated with customer data and campaign selection, ensuring the delivery processes are followed and risk controls are completed 100% of the time. - Take ownership of issues and ensure the appropriate course of action is taken. ASSUMPTION: The responsibilities listed above are not exhaustive and may evolve based on business needs and project priorities. 🎯 Required Qualifications Education: - Bachelor's degree in a relevant field (e.g., Data Science, Statistics, Computer Science, or a related discipline) or equivalent experience. Experience: - Proven experience working in relevant market contexts with experience using PEGA CRM software. - Demonstrated coding experience with Big Query or SQL. - Experience with visualisation tools such as Looker and Qlik would be beneficial. Required Skills: - Strong analytical reasoning skills and attention to detail. - Excellent oral and written communication skills, with the ability to influence, communicate analysis, and recommendations to colleagues at different levels of the organization. - Excellent stakeholder management skills, with the ability to align expectations. - Ability to manage own time effectively to ensure delivery on multiple tasks. - Ability to work individually but also collaborate with team members on wider projects. - Experience of working in or supporting a project environment would be desired. Preferred Skills: - Experience with GCP tools (BigQuery, Looker, Gemini, etc.). - Familiarity with Next-Best-Action Designer in PEGA. ASSUMPTION: The required and preferred skills listed above are essential for success in this role. Candidates should possess a strong combination of technical skills, stakeholder management abilities, and analytical reasoning. 💰 Compensation & Benefits Salary Range: £35,000 - £45,000 per annum (based on industry standards for a mid-level data & analytics role in the UK financial services sector) Benefits: - Competitive pension and benefits package. - Generous annual leave and flexible working arrangements. - Employee discounts on HSBC products and services. - Learning and development opportunities, including access to HSBC's global learning platform and external training providers. - Wellbeing initiatives, such as subsidized gym memberships, employee assistance programs, and mental health resources. Working Hours: Full-time (37.5 hours per week), with flexibility to work from home up to 3 days per week. ASSUMPTION: The salary range and benefits package are competitive for the role and industry. The final offer may vary based on the candidate's experience and qualifications. 📌 Applicant Insights 🔍 Company Context Industry: Financial Services Company Size: 10,001+ employees (global) Founded: 1865 (Hong Kong and Shanghai Banking Corporation) Company Description: - HSBC is a multinational banking and financial services holding company that provides a comprehensive range of banking and financial services. - The company serves over 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. - HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. Company Specialties: - Retail banking and wealth management - Commercial banking - Global banking and markets - Private banking - Asset management Company Website: www.hsbc.com ASSUMPTION: HSBC's extensive global presence and comprehensive range of services offer unique opportunities for career growth and development. 📊 Role Analysis Career Level: Mid-Level (2-5 years of experience) Reporting Structure: This role reports directly to the Campaign Manager within the UK Commercial Bank Data and Analytics Office. Work Arrangement: Hybrid (2-3 days per week in the office, with flexibility to work from home) Growth Opportunities: - As the team transitions to GCP and expands its use of Google stack tools, there will be opportunities to upskill and take on more responsibilities. - With the successful completion of the PEGA migration project, there may be opportunities to move into more senior roles or take on additional responsibilities within the team. - The team's focus on customer value analytics and insights presents opportunities for career growth in data-driven decision-making and customer experience enhancement. ASSUMPTION: The role offers strong potential for career growth and development, both within the team and across the broader organization. 🌍 Location & Work Environment Office Type: Hybrid (combination of on-site and remote work) Office Location(s): - Birmingham, United Kingdom - Swansea, United Kingdom Geographic Context: - Birmingham: A major city in the West Midlands region of England, with a diverse economy and a strong focus on digital and creative industries. - Swansea: A coastal city in South Wales, known for its rich history, cultural attractions, and outdoor activities. Work Schedule: - Core hours: 9:00 AM - 5:00 PM (with flexibility to start and end within a 1-hour window) - Flexible working arrangements, including remote work and part-time hours, may be available based on business needs and individual circumstances. ASSUMPTION: The hybrid work arrangement and flexible work schedule provide a good balance between on-site collaboration and remote productivity. 💼 Interview & Application Insights Typical Process: 1. Online application review. 2. Phone or video screening. 3. On-site or virtual interview with the hiring manager and/or team members. 4. Final round interview with senior leadership. Key Assessment Areas: - Technical skills, including PEGA CRM, Big Query, SQL, and relevant data analysis tools. - Problem-solving and analytical reasoning abilities. - Stakeholder management and communication skills. - Cultural fit and alignment with HSBC's values and work environment. Application Tips: - Tailor your resume and cover letter to highlight relevant skills and experiences for this role. - Prepare for behavioral interview questions that focus on your problem-solving skills, stakeholder management experiences, and ability to work in a dynamic, project-driven environment. - Research HSBC's company culture and values to demonstrate your fit and enthusiasm for the role. ATS Keywords: PEGA CRM, Big Query, SQL, campaign deployment, data analysis, stakeholder management, agile methodology, risk management, project environment ASSUMPTION: The interview process will focus on assessing your technical skills, problem-solving abilities, and cultural fit for the role and the organization. 🛠️ Tools & Technologies - PEGA CRM - Big Query - SQL - Looker - Qlik - GCP tools (BigQuery, Looker, Gemini, etc.) - Agile project management tools (e.g., Jira, Asana, or Trello) - Microsoft Office Suite (Word, Excel, PowerPoint) ASSUMPTION: The tools and technologies listed above are essential for success in this role. Candidates should have experience with or be willing to learn these tools as needed. 👔 Cultural Fit Considerations Company Values: - Open to different points of view. - Creating diverse and inclusive workplaces. - Being a Disability Confident Leader. Work Style: - Collaborative and team-oriented, with a focus on peer-to-peer feedback and continuous development. - Adaptable and flexible, with a willingness to take on new challenges and learn from others. - Strong communication and stakeholder management skills, with the ability to align expectations and influence others. Self-Assessment Questions: 1. How do your personal values align with HSBC's company values, particularly in creating diverse and inclusive workplaces? 2. Describe a time when you had to adapt to a significant change in your work environment or project scope. How did you approach this change, and what was the outcome? 3. How do you ensure that you are effectively managing your time and priorities when working on multiple tasks or projects with competing demands? ASSUMPTION: The self-assessment questions listed above are designed to help candidates evaluate their fit for the role and the organization's work environment. ⚠️ Potential Challenges 1. Role-Specific Challenges: * Balancing the demands of the PEGA migration project with ongoing campaign deployment and analytics responsibilities. * Managing multiple stakeholders with varying expectations and priorities. * Adapting to changes in project scope, timelines, or resources. 2. Company-Specific Challenges: * Working in a large, global organization with complex structures and processes. * Navigating a dynamic work environment with frequent changes and initiatives. * Balancing the needs of local teams with the broader organization's strategic objectives. 3. Industry-Specific Challenges: * Keeping up with technological advancements and industry trends in data analysis and campaign management. * Addressing regulatory and compliance requirements in the financial services sector. * Managing data privacy and security concerns in a highly regulated environment. ASSUMPTION: The potential challenges listed above are not exhaustive and may vary based on the individual's experiences and the organization's specific context. Candidates should be prepared to address these challenges proactively and adaptively. 📈 Similar Roles Comparison 1. Campaign Analyst vs. Marketing Analyst: * Both roles focus on data-driven decision-making and campaign optimization, but the Campaign Analyst role has a stronger focus on campaign deployment and management, while the Marketing Analyst role may have a broader scope, including market research and customer segmentation. 2. Data Analyst vs. Campaign Analyst: * The Data Analyst role typically involves more exploratory data analysis and reporting, while the Campaign Analyst role focuses on campaign-specific data analysis and optimization. However, the lines between these roles may blur, depending on the organization's structure and priorities. 3. Career Path Comparison: * Campaign Analyst: Typically progresses to Senior Campaign Analyst, Campaign Manager, or similar roles within the marketing or data analytics functions. * Data Analyst: Typically progresses to Senior Data Analyst, Data Manager, or similar roles within the data analytics or business intelligence functions. ASSUMPTION: The role comparisons listed above are not exhaustive and may vary based on the specific organization and industry context. Candidates should research relevant roles and career paths to gain a better understanding of their options and potential growth opportunities. 📝 Sample Projects 1. Campaign Deployment Optimization: * Analyze campaign performance data to identify trends and opportunities for improvement. * Develop and implement data-driven strategies to optimize campaign deployment and customer engagement. * Monitor and report on campaign performance metrics to inform future campaign planning and optimization. 2. Customer Segmentation Analysis: * Analyze customer data to identify segments with unique needs, preferences, or behaviors. * Develop targeted campaigns and communication strategies to engage these segments effectively. * Monitor and evaluate the impact of segmentation strategies on customer engagement and business outcomes. 3. Product and Service Cross-Selling: * Analyze customer data to identify opportunities for cross-selling and upselling products and services. * Develop and implement targeted campaigns to promote relevant products and services to customers. * Monitor and evaluate the impact of cross-selling and upselling strategies on customer engagement and revenue growth. ASSUMPTION: The sample projects listed above are designed to illustrate the types of initiatives and responsibilities that a Pega Campaign Analyst might undertake in this role. The specific projects and priorities may vary based on the organization's needs and the individual's skills and experiences. ❓ Key Questions to Ask During Interview 1. Role-Specific Questions: * What are the key priorities for this role in the first 30, 60, and 90 days? * How does this role fit into the broader team and organization structure, and what are the opportunities for growth and development? * What are the most significant challenges facing the team or organization, and how can this role contribute to addressing them? 2. Team and Work Environment Questions: * How does the team collaborate and communicate, both on-site and remotely? * What are the team's goals and objectives for the coming year, and how does this role contribute to achieving them? * How does the team support work-life balance and employee well-being? 3. Company and Industry Questions: * What are the company's strategic priorities and initiatives for the coming year, and how does this role support them? * How does the company approach data privacy and security, particularly in the context of campaign management and customer engagement? * What are the key trends and challenges facing the financial services industry, and how does the company position itself to address them? ASSUMPTION: The key questions listed above are designed to help candidates gain a deeper understanding of the role, the team, and the organization's priorities and culture. Candidates should prepare thoughtful and insightful questions to demonstrate their interest and engagement with the role and the company. 📝 Next Steps for Applicants To apply for this position: 1. Submit your application through the provided link. 2. Tailor your resume and cover letter to highlight your relevant skills and experiences for this role. 3. Prepare for phone or video screening interviews, focusing on your technical skills, problem-solving abilities, and cultural fit for the role and the organization. 4. Research HSBC's company culture and values to demonstrate your fit and enthusiasm for the role. 5. Follow up with the hiring manager or HR representative after your interview to reiterate your interest in the role and address any outstanding questions or concerns. ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.