• KPI Development, Reporting, & Dashboard Ownership • Build and own the full lifecycle of KPIs for the Member Financial Services department, including data sourcing, modeling, and reporting. • Develop dashboards, automated reports, and data products that provide clear visibility into performance, member behavior, service efficiency, and portfolio trends. • Ensure KPI relevance and alignment to organizational and department goals by continuously refining metrics as business needs evolve. • Design visualizations tailored to both technical and non‑technical audiences, enabling leadership and front-line teams to use data confidently in daily decision‑making. • Data Analysis & Strategic Insights • Conduct deep-dive analyses on member interactions, product utilization, operational patterns, and financial performance to monitor performance and identify trends, opportunities, and risks. • Perform exploratory and statistical analysis using large, complex datasets to uncover actionable insights. • Provide strategic recommendations that influence business planning, operational improvements, and member experience enhancements. • Evaluate market and competitive trends related to member services, payments, and financial products to support strategic initiatives. • Operational, Sales, & Member Experience Support • Monitor service-level performance, volume trends, sales activity, and quality metrics across key member-facing functions and channels. • Build reporting and insights that support growth in member relationships, including tracking of cross‑sell effectiveness, product adoption, and member engagement. • Analyze patterns in product utilization, sales conversion, wallet share, and relationship deepening to identify opportunities to optimize member value and frontline performance. • Develop dashboards that highlight sales pipeline metrics, referral activity, member onboarding success, and opportunities for improving product penetration. • Partner with frontline leadership to establish KPIs and scorecards that measure sales productivity, consultative behaviors, and relationship growth initiatives. • Support operational excellence through reporting on SLA performance, workload forecasting, staffing needs, and key service indicators across MFS teams. • Collaboration, Leadership, & Stakeholder Enablement • Collaborate with cross-functional partners (Operations, Finance, Lending, Payments, IT, Digital Experience, and Marketing) to unify data sources supporting both service and sales‑related insights. • Serve as subject matter expert on MFS data related to member behavior, sales trends, product adoption, payments, and operational performance. • Educate stakeholders on KPI methodology, analytics best practices, and data-driven decision-making. • Represent Member Financial Services on strategic projects and cross-functional initiatives, providing analytics support and ensuring timely information delivery. • Present findings and strategic insights to MFS leadership and executive stakeholders in clear, compelling formats. • Automation, Process Improvement, & Data Governance • Identify opportunities to automate and streamline reporting, workflows, and data preparation processes. • Ensure data integrity, accuracy, and consistency through strong validation and documentation practices. • Proactively improve processes, reporting frameworks, and data flows to enhance efficiency and quality. • Support compliance with all federal regulations as they relate to reporting, data privacy, and BSA obligations.

• Partnering with business stakeholders and subject matter experts to gather, document, and validate requirements, and translate them into technical data specifications, KPIs, and user outcomes. • Architect end-to-end solution covering data sourcing, scalable data models, metric definitions, and dashboard layouts that are scalable, accurate, user-friendly, and visualize trends effectively. • Build reports, dashboards, and analytical datasets; write optimized SQL and leverage company approved BI tools to deliver market-facing and internal analytics capabilities. • Conduct rigorous data validation and user acceptance testing (UAT); verify metric logic, source-to-target accuracy, and dashboard functionality before release. • Manage the deployment of new reports and dashboards through defined release processes; communicate with stakeholders to ensure access control, user training, and timely delivery. • Monitor and sustain the health of existing reporting assets; troubleshoot data and dashboard issues, identify root causes, and implement technology or process fixes to ensure ongoing reliability. • Continuously evaluate existing analytics capabilities for improvement opportunities; incorporate stakeholder feedback, evolving business needs, and new data sources to expand analytical value. • Provide training and support to end users on utilizing and interpreting reports and analytics. Write user-friendly documentation to help self-serve. • Deliver urgent business needs through rapid ad-hoc queries, report creation, and data analysis. • Perform continual analysis of current performance, utilizing historical trends, and conduct frequent re-forecasting to make necessary adjustments in staffing plans to achieve service level goals and business objectives. • Support internal teams by using data and root cause analysis to recommend process changes that improve SLAs and operational efficiency. Reduce manual effort by automating needs for insights through BI tools, scripting, and improved data pipelines. • Contribute to assigned special projects and transformation initiatives.

WHO WE ARE Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com. THE ROLE The Go-to-Market Intelligence Automation Lead is a strategic, systems-minded role that sits at the intersection of business needs, technical implementation, and productized intelligence. You will help architect and operationalize a scalable automation engine that powers how intelligence is built, packaged, and delivered—turning high-value insight delivery into repeatable, efficient workflows that accelerate action and deepen impact. As a key owner of our automation and enablement infrastructure, you’ll serve as a central point of contact across Intelligence, Analytics, Applications, Product, and GTM stakeholders—ensuring that priorities are translated into clear requirements, aligned to a roadmap, and delivered through intuitive, automated solutions. This role also supports the evolution of AI-enabled workflows (including AI agents and embedded intelligence tooling) to strengthen consistency, speed, and storytelling at scale. The ideal Automation Lead is a process and systems thinker who enjoys building scalable ways of working—and can move comfortably between strategy, requirements, and execution detail. In addition, you have: - Strong stakeholder management: you can be the “hub” that keeps priorities, requirements, and delivery aligned - Strong analytical and structured thinking; ability to distill complexity into clear requirements and frameworks - Comfort operating in both ambiguous problem spaces and execution-level detail RESPONSIBILITIES - Intelligence Automation Strategy & Roadmap Ownership - Own and evolve the roadmap for scalable intelligence delivery—including automation frameworks, reusable components, and insight packages used across teams and verticals. - Identify high-impact opportunities to reduce delivery time and increase quality through automation, modular frameworks, and standardized workflows. - Surface friction points, unmet needs, and whitespace opportunities—translating them into clear improvements and roadmap initiatives. - Use Case Translation & Requirements Leadership - Serve as the connective tissue between GTM strategy and technical execution—translating use cases into clear business requirements, logic, and workflow designs. - Partner with Product, Analytics, and Applications teams to shape design, implementation, and deployment of scalable solutions. - Ensure alignment across teams on definitions, inputs/outputs, and success metrics—so intelligence is consistent, trusted, and easy to adopt. - AI-Enabled Intelligence Delivery - Help integrate AI-enabled workflows into intelligence delivery (e.g., automated insight narration, pattern surfacing, QA assist, template-driven storytelling, and AI-agent supported workflows). - Support feedback loops to continuously improve intelligence tooling, AI-assisted workflows, and delivery experiences—balancing speed with quality and governance. - Enablement, Adoption & Operational Excellence - Own and refine enablement infrastructure: intake processes, templates, documentation, and knowledge hubs that support scalable execution. - Improve usability and adoption of Data Cloud tools and intelligence products through process refinement and consultative support. - Support cross-functional initiatives related to internal tooling, platform integrations, and operational consistency. - Support select pre-sales or client-facing work with automation-aligned deliverables when needed. REQUIREMENTS - 5–7 years in data strategy, solution development, marketing analytics, operations, or adjacent roles - Proven ability to define workflows, drive cross-functional alignment, and deliver repeatable solutions - Experience partnering with Product, Analytics, and/or Martech development teams - Advanced Excel / PowerPoint; comfortable turning data into structured narratives and frameworks - Familiarity with BI/reporting tools (e.g., Tableau) and core data logic - Strong project management, communication, and documentation skills PREFERRED SKILLS - Experience with Asana, Jira, Confluence, or other documentation/task management tools - Exposure to marketing technology (CDPs, DMPs, DSPs, CRMs, etc.) - Conceptual understanding of AI/ML applications in marketing intelligence (and interest in operationalizing AI in workflows) - Working knowledge of SQL (comfortable querying datasets, validating logic, and partnering with technical teams on requirements) BENEFITS & PERKS - Unlimited PTO - Excellent medical, dental, and vision coverage - Employee Equity - Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary range for this role is $130,000 - $140,000, depending on location and experience. PEOPLE & CULTURE AT ZETA Zeta considers applicants for employment without regard to, and does not discriminate on the basis of an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Zeta discriminate on the basis of sexual orientation, gender identity or expression. We’re committed to building a workplace culture of trust and belonging, so everyone feels invited to bring their whole selves to work. We provide a forum for employees to celebrate, support and advocate for one another. Learn more about our commitment to diversity, equity and inclusion here: https://zetaglobal.com/blog/a-look-into-zetas-ergs/ ZETA IN THE NEWS! https://zetaglobal.com/press/?cat=press-releases #LI-ND1 #LI-remote

• Analyze network performance across client and contractor journeys to identify trends, risks, and improvement opportunities • Monitor data flows and connectivity between internal systems • Proactively identify and escalate operational gaps and bottlenecks before they escalate and our teams and customers • Develop AI-driven insights, anomaly detection models, and predictive performance indicators • Automate recurring operational workflows to reduce manual intervention and increase consistency • Lead rollout and continued enablement for new productivity and AI tools • Train teams on how and when to use tools to drive real efficiency and quality gains • Reinforce best practices to ensure consistent and sustained adoption • Build scalable reporting frameworks aligned to evolving business needs • Ensure data handling adheres to governance, compliance, and security standards • Document processes, automation logic, and system dependencies clearly • Partner cross-functionally with Product, Engineering, and Operations to improve system reliability • Continuously identify opportunities to streamline workflows and improve operational scalability • Increased utilization and effectiveness of AI-enabled workflows • Reduced variability in execution across Operations and Intelligence teams • Reduction in manual operational tasks through automation • Increased use of AI-driven insights in operational decision-making • Clear, actionable intelligence delivered to leadership • Faster, more consistent adoption of new processes and tools