Data Insights Leader
 Forvis Mazars, LLP | |
 United States, Tennessee, Nashville | |
| 1222 Demonbreun Street (Show on map) | |
 Nov 04, 2026 | |
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General information Name
Data Insights Leader
Posting Title
Data Insights Leader
Ref #
2237835
Date Published
Wednesday, November 4, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Advertised Location
US-FL-Jacksonville, US-FL-Orlando, US-FL-Tampa Bay, US-GA-Atlanta, US-IN-Indianapolis, US-MO-Springfield, US-NC-Charlotte, US-NC-Raleigh, US-OH-Cincinnati, US-PA-Pittsburgh, US-TN-Nashville
Working time
Full Time
Description & Requirements The Data & Insights Leader manages the Marketing & Business Development (MBD) data and reporting team, overseeing CRM analysis, reporting, data quality, training, and tool adoption. The team provides CRM, pipeline, campaign, and relationship reporting paired with training and materials to help make informed business decisions about client acquisition, relationship growth, campaign effectiveness, and other business development priorities.
This manager works with firm and MBD leaders to understand their needs, recommend data, reporting, and technology solutions that can meet growing demand, and coordinate delivery within agreed priorities. The manager applies Unmatched Client Experience (R) (UCX) principles to make tools and data easier for internal clients to understand and use. The role also evaluates and helps implement technology, adoption, automation, and AI tools that simplify work, improve consistency, and support client acquisition, expansion, and relationship management.
ESSENTIAL DUTIES & RESPONSIBILITIES
Team management: Manage the Data & Insights team's daily work based on assigned business priorities, stakeholder needs, available technology, and team capacity. Assign work, coach team members, and monitor progress to ensure work is accurate and completed on time.
Business needs and priorities: Work with firm leaders, regional and sector stakeholders, and data owners to understand business needs, identify gaps, and recommend priorities for CRM, reporting, tool use, and data governance within our Marketing Technology stack. Ensure this work supports the firm's data strategy.
Reporting and data quality: Collaborate within Marketing Technology (MarTech) to develop and improve dashboards, reports, and analyses covering growth priorities, client relationships, pipeline activity, campaign performance, pursuits, and market engagement.
Technology and business development support: Work with MarTech and Firm Technology Services to evaluate, test, and implement improvements to tools such as CRM, Introhive, and PowerBI dashboards along with processes used for targeting, campaign follow-up, relationship development, and pursuits. Partner with Digital Marketing on lead scoring and lead lifecycle management to connect campaign activity, CRM data, and business development follow-up.
Training and internal client support: Develop communications, training, documentation, and process instructions that help client service, marketing, and business development professionals understand and use data tools. Apply UCX principles to training and support, gather feedback, and track agreed service measures to identify where users need clearer guidance or additional help.
What You Will Do:
Minimum Qualifications:
Preferred Qualifications:
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#LI-MM1
About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
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