Our Company:
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...:
As the Senior Manager, Marketing Insights & Intelligence, you will shape the research vision guiding our consumer and market intelligence across the Marketing organization. You will unify and lead research efforts across the business, with a focus on financial services, small business services, and consumer tax, ensuring non-duplicative and directly inform the go-to-market strategy, positioning, brand investment decisions, and creative development.
You will serve as the insights and research lead with the Marketing team translating business needs into clear research roadmaps and synthesizing insights into actionable guidance. You will deepen our holistic understanding of customers, build scalable research frameworks, elevate research maturity, implement AI-first approaches, and promote customer-centric transformation across Marketing and the broader organization.
Day to day, you’ll...
Own the orchestration, prioritization and activation of consumer and market intelligence across marketing – ensuring insights are centralized, non-duplicative and directly inform strategy, positioning and investment decisions.
Research Orchestration & Governance:
- Serve as the single point of contact for Marketing with the Research CoE
- Consolidate and prioritize research needs across GTM, Brand, Creative and other teams
- Develop and manage a unified research roadmap aligned to business priorities
- Ensure the right research methodologies are applied to each business question, balancing rigor, speed, cost and decision risk
- Define and enhance research processes, tools, governance, and documentation
Insight Integration & Strategic Translation:
- Synthesize findings across studies into clear, actionable insights
- Translate research into implications for GTM strategy, positioning / messaging, brand strategy / creative
Cross-Functional Alignment:
- Partner close with GTM Strategy, Brand and Creative
- Create a shared understanding of the customer across all teams
External Market Intelligence:
- Lead relationships with external partner analyst firms re: marketing
- Bring forward category trends, competitive intelligence, market shifts and whitespace opportunities
- Integrate external perspectives with internal research
Insight Communication & Enablement:
- Owns research readouts and storytelling across the marketing organization
- Standardizes how insights are shared
- Train, coach, and consult with teams to elevate research and testing capabilities
- Build accessible insight repositories / knowledge hubs
What you'll bring to the team...:
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
- 8+ years of experience in user research, consumer insights, market research, or related fields, with a strong record of leading complex, cross-functional programs
- Expertise in qualitative and quantitative research methodologies, including survey design, brand tracking and brand lift studies, segmentation, usability testing, concept testing, advanced analytics (e.g., Conjoint, MaxDiff, TURF), and ethnography
- Experience in gathering and bringing to teams competitive intelligence, category trends, market shifts and whitespace opportunities
- Ability to translate research insights into strategic recommendations that influence marketing, brand and creative decisions
- Strong storytelling and communication skills, with the ability to simplify complex findings for executive and internal audiences
- Experience formally leading cross-functional initiatives and collaborating with internal stakeholders across marketing
- Experience managing research and agency vendors, budgets, and operational processes
It would be even better if you also had...:
- Master’s degree in a relevant field (e.g., Human-Computer Interaction, Psychology, Behavioral Science, Marketing Research, Data Science, Business) is a plus
- 10+ years of experience in insights, research, or behavioral science roles within consumer-facing businesses, ideally in technology, fintech, tax/financial services, or subscription-based products
- Experience shaping or scaling research functions, including building frameworks, processes, governance models, or research operations
- Success driving insight-led transformation in matrixed or enterprise organizations
- Expertise with modern research tools (e.g., Qualtrics, UserTesting, Dovetail, Alchemer, SPSS, R, Tableau, or similar)
- Experience managing junior researchers
Why work for us:
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit
blockbenefits.com.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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