Principal Segmentation Strategist

Arvest Bank

$129K — $161K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in marketing strategy or customer insights leadership, specifically with customer segmentation
  • 3+ years acting as a strategic advisor or internal consultant with cross-functional stakeholders
  • Preferred experience in financial services or banking, including core customer lifecycle knowledge
  • Working knowledge of banking regulations such as BSA and Fair Lending
  • Preferred familiarity with Salesforce Marketing Cloud or similar marketing automation platforms
  • Ability to collaborate at all organizational levels and navigate complex structures
  • Bachelor's Degree required, Master's preferred

Responsibilities

  • Lead strategic development and governance of customer segmentation frameworks
  • Act as the subject matter expert on market segmentation for business growth
  • Direct data team on how to turn data into actionable strategies
  • Collaborate with marketing and CX teams to create personalized customer journeys
  • Conduct executive reviews on segmentation effectiveness across business units
  • Apply segmentation to growth initiatives with measurable accountability
  • Establish an enterprise customer taxonomy across various departments
  • Partner to implement segmentation strategies in omnichannel marketing
  • Develop metrics to evaluate segmentation effectiveness and business impact
  • Stay informed on industry segmentation methodologies for continuous improvement

Benefits

  • Comprehensive health and life insurance
  • Financial benefits including retirement plans
  • Wellness benefits
  • Remote work flexibility within specified states
  • Opportunities for professional development and training
Full Job Description
Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits.

Position offers remote flexibility for residents within the Arvest 4 State Operational Footprint (AR, KS, MO, OK), with a strong preference for candidates located in the Northwest Arkansas or Tulsa, Oklahoma City metro areas.

Availability is needed Monday through Friday 8:00 am to 5:00 pm with ability to work additional hours as needed.

Job Summary

The Principal Segmentation Strategist defines and drives the development, application, and governance of the bank's enterprise customer and market segmentation frameworks to inform data-driven marketing strategies across all consumer and business banking lines. This role is responsible for maximizing marketing efficiency, campaign relevancy, and the overall customer and prospect lifecycle journey. The Principal Segmentation Strategist translates market segmentation frameworks into practical, actionable, high-yield audience strategies that drive customer acquisition, deepen relationships and lifetime value across all lines of business, including Retail, Commercial, Wealth Management, and Mortgage.

Responsibilities
• Lead the strategic development, evolution, and governance standards of the bank's customer and prospect base and market segmentation frameworks.
• Serve as the organization's resident expert and subject matter expert on how market segmentation can be leveraged to enhance enterprise, line-of-business, and market growth strategies.
• Provide strategic direction and business requirements to the marketing data team, collaborating closely to translate dashboards and data assets into actionable business strategies without requiring hands-on programming or query development.
• Collaborate with cross-functional teams, including Corporate Marketing and Customer Experience (CX), to integrate behavioral research and advanced audience segments into hyper-personalized, automated journeys within Salesforce Marketing Cloud (SFMC).
• Lead executive-level reviews and education on segmentation framework effectiveness, helping business units understand how marketplace cohorts manifest within their specific business units.
• Work alongside lines of business to apply segmentation frameworks to specific growth initiatives-including customer acquisition, relationship deepening, product penetration, and localized market expansion-with accountability for measurable business impact.
• Lead cross-functional alignment to establish a common enterprise customer taxonomy and segmentation language across Marketing, Product, Customer Experience, Digital, and line-of-business teams.
• Partner closely with SFMC, CRM, and campaign execution teams to ensure segmentation strategies are operationalized effectively across omnichannel marketing, lead management, and lifecycle programs.
• Establish measurement frameworks and success metrics alongside marketing analytics to evaluate the effectiveness of segmentation strategies, including campaign performance, customer growth, and lifetime value improvements.
• Stay current on emerging industry segmentation methodologies and personalization strategies, continuously evolving the bank's approach to improve business relevance, usability, and growth impact.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to job duties. This includes, but is not limited to, completing compliance training, adhering to internal procedures and controls, and reporting any known violations of compliance policies, laws, or regulations, and reporting any suspicious customer and/or account activity.
• Other duties and special projects may be assigned.

Responsibilities:

Experience
• Required: 7 years of progressive marketing strategy, financial services, or customer insights leadership, with a focus on leveraging complex customer segmentation models to drive business growth.
• Required: 3 years of experience acting as a strategic advisor, internal consultant, or practice leader collaborating directly with cross-functional business stakeholders.
• Preferred: Financial services or banking industry experience, including knowledge of product structures, the core banking customer lifecycle, and relationship profitability concepts.
• Preferred: Working knowledge of bank regulations (e.g., Bank Secrecy Act, Community Reinvestment Act, Fair Lending, consumer advertising rules).
• Preferred: Experience navigating matrixed organizational structures and aligning cross-functional teams (Marketing, Analytics, Product, and IT) behind a unified framework.
• Preferred: Familiarity with how data segmentation frameworks integrate with Salesforce Marketing Cloud (SFMC) or similar enterprise marketing automation platforms to drive campaign execution.
• Ability to collaborate at all organizational levels to effect change while respecting organizational culture.
• Relevant work experience may be substituted for the Bachelor's degree requirement.
• Relevant military experience is considered for veterans and transitioning service members.

Education
• Required: Bachelor's Degree
• Preferred: Master's Degree

Working Conditions
• Incumbents must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties.
• Must be able to start work on time, maintain regular work attendance, be physically present at the assigned work location, and occasionally work overtime or outside of normal business hours.
• This job typically requires an individual to be able to observe details (including the ability to perceive color and the ability to identify clear near and far objects), to communicate and exchange accurate information. It may occasionally require the individual to physically move, remain in a stationary position, and position themselves to reach for objects.
• Must be able to operate standard office equipment and use office applications for communication, information and document transmission, and content, document, and report creation.
• The essential duties of this job occasionally require the associate to lift and/or move up to 25 pounds.
• Must be able to operate a passenger vehicle and possess a current, valid driver's license.
• Ability to travel overnight, unaccompanied, within the United States via automobile and air is required, no less than 25% of the time.
• The noise level in the work environment is typically low to moderate.

Grade 19

Pay Range: $129050 - $161315 per year

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