Marketing Operations Specialist, Consultant - MBR & Playbook Analyst

About This Role

Your Role

The Digital \& Measurement team is responsible for turning Brand and Marketing strategies into digital\-first experiences that deliver measurable business outcomes. The MBR \& Playbook Marketing Analyst, Consultant reports to the Sr. Manager of Digital \& Measurement and serves as the day\-to\-day data and insights lead for the Monthly Business Review (MBR) and nine quarterly playbooks. This role partners with Line of Business Marketing partners (MBPs) and the Measurement \& Insights team to ensure analyses are grounded in timely, accurate data and translated into clear, decision\-ready narratives. The Analyst coordinates data inputs, shapes insight led storylines, and delivers consistent, executive ready measurement and insights that highlight what changed, why it matters, and what actions should follow.

Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow – personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high\-performing teams, getting results the right way, and fostering continuous learning.

Your Work

In this role, you will

• Coordinate the measurement and insights operating cadence for the Monthly MBR and quarterly playbooks, including timelines, dependency tracking, and delivery quality, in close partnership with MBPs
• Partner with the Measurement and Insights analysts to translate dashboards and findings into clear, executive‑ready storylines, including what changed, why it matters, and implications for discussion
• Develop draft, decision‑ready narratives and visuals summarizing wins, risks, headwinds, and opportunities for the Monthly MBR and playbooks
• Triage and coordinate follow‑up responses from GMs and teams, partnering with MBPs and the appropriate analytics owners to ensure timely, accurate, and consistent responses
• Apply strong quality control across metrics, definitions, and narrative claims to ensure alignment between data and story across MBR materials and playbooks
• Facilitate cross‑functional alignment by supporting working sessions, documenting decisions, tracking action items, and proactively surfacing risks and tradeoffs for MBP awareness
• Enable executive readout preparation by helping MBPs refine narrative flow, tighten headlines, and ensure materials are positioned for effective leadership discussion
• Operate with strong judgment and initiative, proactively identifying insights, patterns, or implications beyond what is explicitly requested and surfacing them for MBP and leadership consideration

Your Knowledge and Experience

• Requires a bachelor’s degree or equivalent experience
• Requires at least 7 years of experience in marketing analytics, performance reporting, business operations analytics, consulting, or related roles
• Requires strong ability to manage multiple workstreams, stakeholders, timelines, and dependencies in a matrixed organization
• Requires experience developing business review materials (monthly/quarterly) including summaries, visuals, and discussion\-ready insights for leadership
• Requires advanced proficiency in Excel, PowerPoint, and workflow systems like Adobe Workfront and Smartsheet; familiarity with BI tools (e.g., Tableau, Power BI) to interpret dashboards and validate outputs
• Experience in health insurance or other regulated industries, with the ability to navigate compliance\-driven environments, strongly preferred
• Strong experience working with analytics outputs (dashboards, reports, analyses) and translating them into clear, concise, executive ready narratives, strongly preferred
• High attention to detail with rigorous quality checking data, metrics, and narrative claims to ensure accuracy, consistency, and credibility
• Excellent written and verbal communication skills, with the ability to synthesize complex information and support leaders in telling a cohesive story

Collaborative, proactive working style with the confidence to raise questions, surface insights, and partner effectively with senior marketing and analytics leaders *

\#LI\-AD3

Hybrid

This role requires employees to be in\-office based on our hybrid workplace model, balancing purposeful in\-person collaboration with flexibility. For most teams, this means coming into the office two days each week.

Employees living more than 50 miles from an office location will work with their manager to determine in\-office time based on business need.

• *ABOUT THE TEAM

About Blue Shield of California**

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community\-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities – join us!

Our Values

• Honest. We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short.
• Human. We strive to listen and communicate effectively, showing empathy by understanding others' perspectives.
• Courageous. We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals.

Our Workplace Model

We believe in fostering a workplace environment that balances purposeful in\-person collaboration with flexibility \- providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in\-person interaction, collaboration, connection, creativity and flexibility:

• For most teams, this means coming into the office two days per week.
• Employees living more than 50 miles from an office location, out of state employees, and employees in certain member\-facing roles should work with their manager to determine in\-office time based on business need.
• For employees with medical conditions that may impact their ability to work in\-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well\-being.

The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews.

Physical Requirements

Office Environment \- roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork \- Activity level: Sedentary, frequency most of work day.

Equal Employment Opportunity

External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.