• Serve as the primary analytics partner for Community Marketing and Client Development. • Help define the analytics roadmap and key measurement priorities for Community programs. • Partner with Community Marketing leadership to prioritize opportunities based on business impact. • Develop hypotheses, business cases, and recommendations that inform strategic decisions. • Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs. • Diagnose performance trends and identify root causes of business challenges and opportunities. • Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps. • Evaluate lead quality, conversion performance, pipeline contribution, and program ROI. • Translate complex findings into clear, actionable recommendations that influence decision-making. • Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools. • Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance. • Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities. • Identify gaps in tracking, attribution, reporting logic, and operational processes. • Help standardize KPIs, reporting definitions, and performance methodologies across Community programs. • Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation. • Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing. • Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up. • Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention. • Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations. • Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue. • Establish success metrics and measurement frameworks for Community programs and new initiatives. • Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements. • Support annual planning, goal setting, and performance tracking activities. • Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence. • Act as a trusted advisor to Community program owners and leadership teams. • Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making.

• Build and maintain data ingestion, processing, and integration pipelines from multiple sources (educational assessments, school management systems, and public databases such as the School Census and INEP). • Model relational databases and analytical structures that support efficient, scalable queries. • Automate routines for data updating, validation, and quality checks. • Develop and maintain panels, dashboards, and data visualization interfaces for use by education secretariat managers and internal teams. • Translate analytical needs of non-technical users into clear, intuitive visualization solutions. • Iterate on data access and navigation features based on user feedback. • Work closely with the technology team to define data architecture and system integrations. • Document technical processes, database structures, and indicator logic to ensure maintainability and continuity. • Support the specification of technical requirements for new analytical features with vendors or the development team. • Produce exploratory analyses and indicators to inform studies and reports for the monitoring, evaluation, and research (MER) area. • Support the methodological validation of predictive models and learning indicators. • Provide technical support to users of data tools, including training and troubleshooting.

• Elicit business, Marketing and consumer experience requirements and translate them into data solutions and products. • Map, document and integrate consumer data from multiple sources (e-commerce, CRM, websites, apps, campaigns, loyalty programs, Customer Service, marketing automation and CDPs). • Perform data mapping between source systems and the Azure platform, defining integration, transformation and enrichment rules. • Build and maintain data models and documentation (Customer Profile, Customer Journey, segmentations, Data Dictionary, Business Rules, Data Lineage and Customer Data Models). • Support the creation of a 360° consumer view by defining KPIs and working with Data Engineering on pipeline development and data modeling. • Ensure data quality, governance and compliance (LGPD), supporting CRM, Marketing Analytics, personalization and audience activation initiatives. • Act as a liaison between Marketing, CRM, Consumer Insights and technical teams.

• Lead analytical efforts to drive data informed decision-making across the entire organization by gathering, analyzing, and visualizing / presenting technical insurance data. • Collaborate with data engineering, insurance product, claims, finance, and operations teams to improve data integrity and automate reporting capabilities using VBA, SQL, and Python. • Transform complex insurance data into clear, compelling insights for both technical and non-technical stakeholders through required reporting and data visualization. • Conduct deep-dive data analysis, develop analytical tools, deliver dedicated solutions to help other departments automate their workflows, and identify opportunities to enhance business performance and operational effectiveness. • Provide ad hoc analytical support and research as needed to ensure Ledgebrook continues to operate with data-driven precision.