Nan Zhang, Marketing Expert in Cary, NC, United States
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Nan Zhang

Verified Expert  in Marketing

Marketing Expert

Cary, NC, United States

Toptal member since January 20, 2025

Bio

Nan is a senior insights manager with a PhD in marketing and extensive experience in survey research using Qualtrics and SurveyMonkey, along with statistical analysis and data storytelling. Nan has a proven ability to visualize data using Power BI and Tableau and is a seasoned expert in quantitative and qualitative market research methods. Her expertise enables her to turn complex data into actionable insights that drive strategic decision-making.

Project Highlights

App Content Preference Study
Spearheaded, designed, conducted, and reported a customer preference survey study.
Focus Group Study
Headed the design and insight analysis for feature updates in a leading healthcare app.
Media Sources and Purchase Funnel
Defined major media sources and analyzed the purchase funnel for a leading healthcare app.

Expertise

  • Artificial Intelligence (AI)
  • Data Analytics
  • Google Analytics 360
  • Marketing Research & Analysis
  • Microsoft Power BI
  • Qualtrics
  • Statistical Analysis
  • Tableau

Work Experience

Senior Insights Manager

2023 - PRESENT
Instinct SCIENCE
  • Designed, launched, and analyzed 100+ customer experience surveys and interview projects semi-annually, presenting actionable insights to drive strategic improvements.
  • Tracked customer metrics such as net promoter score (NPS) and customer satisfaction (CSAT) using SurveyMonkey and Qualtrics, collecting feedback from over 50,000 clients.
  • Developed customer insights by partnering with cross-functional teams, including data engineers, to extract and analyze data from Mixpanel and Google Analytics 4 and conducted statistical analysis using SPSS.

Customer Research Manager

2018 - 2023
PEDAGO
  • Designed and implemented an interactive Tableau dashboard that integrated data from CRM systems, surveys, and operational datasets.
  • Set up Google Tag Manager to track website traffic sources and monitor customer retention using Google Analytics.
  • Managed all phases of survey projects, from design to insight delivery, using SurveyMonkey, and analyzed data with SPSS, applying techniques such as ANOVA, MANOVA, factor analysis, and SEM modeling.
  • Defined and tracked KPIs tailored to functional teams, including sales conversion rates, customer satisfaction scores, and campaign performance metrics.

Data Insights Manager

2014 - 2018
SurveyMonkey
  • Spearheaded qualitative customer segmentation and brand preference studies to uncover key insights and drive strategic decisions.
  • Performed ANOVA, regression, cluster analysis, structural equation modeling, and multivariate analysis on collected data to extract actionable insights.
  • Conducted consumer use habits research for clients such as Schneider Electric and The Farmer's Dog, created Tableau dashboards using data from over 200,000 respondents, and identified and tracked KPIs for clients' customer performance.

Assistant Professor

2013 - 2018
North Carolina Central University
  • Conducted in-depth research on consumer behavior and marketing strategy, utilizing SPSS to provide customer insights for both U.S. and international organizations.
  • Designed and executed surveys to explore the relationship between consumer psychological traits and social media behavior.
  • Performed a consumer needs survey for Duke Energy, using regression analysis and MANOVA to inform strategic decisions, which led to the development of forecasting models that improved client satisfaction by 20%.

Project History

App Content Preference Study

Spearheaded, designed, conducted, and reported a customer preference survey study.

I headed a customer preference survey for a leading U.S. veterinarian app, collaborating with the content and product teams to gather client feedback on potential content updates. I collected and analyzed the data, then presented key insights to the executive board, recommending a shift from long scrolling to a concise table of contents or keyword list. This change resulted in a 25% improvement in app content click rates.

Focus Group Study

Headed the design and insight analysis for feature updates in a leading healthcare app.

I led a focus group study for a leading veterinarian app, collaborating with the product team to design and conduct a focus group interview to explore client preferences for updated features. Based on the insights, I recommended adding "open all" and "close all" options and removing features that customers deemed unimportant. Following these changes, app usage increased by 12%.

Media Sources and Purchase Funnel

Defined major media sources and analyzed the purchase funnel for a leading healthcare app.

I set up and tracked media sources for the app using Google Analytics, identifying key sources—organic, paid, and referred—for first-touch interactions. I established the current purchase funnel and identified sources that were not contributing effectively. Based on the analysis, I recommended further studies to explore the inefficiencies of underperforming media channels.

Education

2008 - 2012

PhD in Marketing

Southern Illinois University Carbondale - Carbondale, IL, USA

2005 - 2007

Master of Business Administration (MBA) in Marketing

Huazhong University of Science and Technology - Wuhan, China

2001 - 2005

Bachelor's Degree in Business Administration

Huazhong University of Science and Technology - Wuhan, China

Certifications

JUNE 2022 - PRESENT

Data Science

Cornell University

JANUARY 2021 - PRESENT

Social Media Marketing

Stanford University

Skills

Core

Marketing Strategy, Social Media, Market Research & Analysis, Social Media Analytics, Customer Segmentation, Marketing Analytics, Generative Artificial Intelligence (GenAI), Marketing Research & Analysis

Platforms & Tools

Google Analytics 360, Mixpanel, Google Analytics, Google Analytics 4

Business Models

Business to Business (B2B), Software as a Service (SaaS)

Technical

SQL

Other

Statistical Analysis, Market Research, Qualtrics, SurveyMonkey, Microsoft Power BI, SPSS, Artificial Intelligence (AI), Quantitative Research, Qualitative Analysis, Data Analytics, Tableau, Customer Research, Research, Data Science, Customer Journeys, Regression, Voice of the Customer (VoC), Data Analysis, Data Analytics (Marketing), Data Analysis Consultant, Buyer Personas, Cohort Analysis, Customer Data Platform (CDP), Direct to Consumer (D2C), Survey Design, Data Visualization, Consumer Insights, Marketing and Statistics Education

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